Daniel Nunez

• Examined clients' overall financial situation by reviewing income, assets, debts, expenses and credit reports.
• Advised clients on portfolio allocation and various investment types.
• Initiated customer relationships through prospecting, lead utilization, local market and community involvement.
• Monitored and updated financial plans to comply with client goals.
• Researched current economic trends and investment opportunities to stay abreast of financial markets.
• Implemented exit strategies for clients to transition out of investments.
• Analyzed financial needs of clients and developed tailored strategies to meet goals.
• Recommended specific investments to help clients meet financial goals.
• Educated clients on potential risks and rewards associated with various investments.
• Advised clients on investments, retirement and estate planning.
• Presented financial plans and investment recommendations to clients.

• Monitored and updated financial plans to comply with client goals.
• Presented financial plans and investment recommendations to clients.
• Researched and evaluated potential investment products for clients.
• Analyzed financial needs of clients and developed tailored strategies to meet goals.
• Advised clients on investments, retirement and estate planning.
• Collaborated with clients to develop customized investment portfolios.
• Educated clients on financial topics and best practices.
• Recommended specific investments to help clients meet financial goals.

Focusing on building strong relationships with customers, identifying their financial needs, and delivering a full range of banking solutions. Collaborating closely with internal partners to ensure customers receive a seamless and personalized banking experience.

• Building relationships with customers and taking time to understand their financial needs
• Identifying opportunities to offer a full range of Wells Fargo retail banking deposit and credit products and services
• Analyzing business challenges related to providing a full-service banking experience to emerging affluent and high value customers
• Presenting recommendations for resolving inquiries and service requests regarding customer accounts
• Opening and servicing accounts within authorized limits and creating plans for follow up and scheduled client contact
• Providing information to internal partners and external sources to enhance the overall customer experience
• Identifying opportunities to involve partners and connecting customers with the appropriate partner or relationship manager
• Partnering with financial advisors to make appropriate introductions for customers with investment or retirement needs
• Promoting self service digital banking options to customers to improve accessibility and convenience

Delivering an exceptional customer experience by building strong relationships, offering tailored financial solutions, and supporting customers with their banking needs. Working closely with customers to understand their goals and connect them with the appropriate products, services, and digital tools to help them succeed financially.

• Proactively engaging with customers through outreach to strengthen relationships
• Assisting customers with opening new accounts, completing service requests, and submitting credit applications
• Exercising sound judgment within defined policies and procedures while following direction from managers
• Developing a strong understanding of bank products, services, and digital solutions to meet customer needs
• Interacting with customers to demonstrate care, build trust, and enhance the banking experience
• Presenting appropriate banking solutions and product options to customers
• Referring customers to other bankers or internal partners for specialized financial needs when necessary

This role is responsible for resolving routine client requests through calls, chats, or emails in an inbound contact center environment. Key duties include:

• Handling client inquiries efficiently and professionally through multiple channels (phone, chat, and email)
• Working in a fast paced, challenging environment while maintaining a high level of accuracy
• Applying critical thinking and logical problem solving skills to client issues
• Multitasking and seamlessly toggling between multiple systems and platforms
• Communicating solutions clearly to ensure a positive client experience
• Providing seamless service delivery by:
  Answering client questions
  Resolving account problems
  Completing account maintenance
• Identifying opportunities to deepen client relationships by recommending digital solutions