Dane Crimmins
Oceanside
Summary
To continue to build my skillset within the financial industry and grow my career at Wells Fargo.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Relationship Banker
Wells Fargo Bank, N.A.
08.2024 - Current
- Cultivating affluent customer relationships by guiding individuals through Wells Fargo’s high-benefits Premier Checking experience.
- Referring clients to a financial advisor who delivers peace of mind in the areas of retirement planning, tax-loss harvesting, and other crucial aspects of fiscal success.
- Partnering with mortgage, small business banking and payroll specialists to execute Wells Fargo’s holistic approach to maximizing any individual’s potential for financial well being.
Associate Personal Banker
Wells Fargo
12.2022 - Current
- Proficient in consumer and business account opening, account maintenance and credit applications.
- Branch Lead Designee in charge of managing schedules and approving transactions.
- Carmel Creek Branch
Bank Teller
Wells Fargo
04.2022 - 11.2022
- Consistently surpassing affluent segmentation goals.
- Recognized for building strong customer relationships.
- Facilitating customers’ transition to online banking.
- Carmel Creek Branch
Education
B.A. - Communications
California State University
San Marcos, CA12.2020
Skills
- PROFESSIONAL
- Customer Service
- Sales
- Retail Sales
- Organizational Skills
- TECHNICAL
- Microsoft Office Suite
- Tellerview
- Launchpad
- SVP
Certification
- Series 6 License
- Series 63 License
- California Life Insurance License
Timeline
Relationship Banker
Wells Fargo Bank, N.A.
08.2024 - Current
Associate Personal Banker
Wells Fargo
12.2022 - Current
Bank Teller
Wells Fargo
04.2022 - 11.2022
B.A. - Communications
California State University
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