David Laswell
Las Vegas
Summary
Dynamic Relationship Banker with a proven track record at Wells Fargo, excelling in financial advising and relationship management. Expert in portfolio management and account audits, I foster strong client connections to drive growth and deliver tailored financial solutions. Committed to enhancing customer satisfaction through active listening and personalized service.
Overview
14
14
years of professional experience
Work History
Relationship Banker
Wells Fargo
08.2012 - 10.2025
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Analyzed customers' financial information to deliver personalized account guidance.
- Cultivated strong customer relationships by providing tailored advice and services.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Met with members to understand goals and recommend solutions to fit specific needs.
- Built and deepened productive relationships with prospective and current clients to drive deposit, investment and loan growth.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Insurance Agent
State Farm
06.2011 - 08.2012
- Maintained high standards of customer service by building relationships with clients.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Utilized CRM software to manage client relationships.
- Calculated premiums and established payment methods for sales.
- Met with customers to provide information about available products and policies.
- Analyzed customer needs to provide customized insurance solutions.
- Generated leads through cold-calling, networking and other outreach methods.
Education
MBA - Finance
Shorter University
Rome, GABBA - Finance And Marketing
Mississippi State University
Starkville, MSSkills
- Recordkeeping requirements
- Account closings
- Policy development and implementation
- Relationship building and management
- Account audits
- Sales expertise
- Cash handling
- Portfolio management
- Loans
- Banking
- Loan origination
- Financial advising
- Customer financing
- Financial services
- Credit assessment
- Loss prevention
Timeline
Relationship Banker
Wells Fargo
08.2012 - 10.2025
Insurance Agent
State Farm
06.2011 - 08.2012
MBA - Finance
Shorter University
BBA - Finance And Marketing
Mississippi State University
Licenses
Securities and Exchange Commission Series 6 and 63 Licenses
Licensed for Property and Casualty, Life and Health, and Variable Products Insurance sales.