David Omeri
Waterbury,CT
Summary
Results-oriented banking professional experienced in handling customer needs for over 12 years. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities. Strong belief in honest customer financial needs based conversations so customer expectations are met.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Senior Premier Banker
Wells Fargo & Company
Southbury, CT
05.2022 - Current
- Managed client relationships through regular meetings in order to identify opportunities to increase assets under management.
- Developed tailored solutions for high-net-worth individuals, trusts and foundations based on their specific needs.
- Conducted strategies to maintain and grow banking relationships through daily and quarterly outreach with current and potential clients.
- Demonstrated strong communication skills to understand each customer's complex financial needs.
- Works and builds strong relationships with partners for referral opportunities.
Relationship Banker
Wells Fargo & Company
Danbury, CT
02.2017 - 04.2022
- Provided ethical, objective and holistic financial planning advice to clients.
- Advised customers on bank products, services and financial planning options.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Built long-term relationships with customers by providing personalized service and support.
Personal Banker
Wells Fargo & Company
Waterbury, CT
11.2013 - 02.2017
- Built strong rapport with new and existing clients to better serve their financial needs.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Met with customers to analyze financial needs and planning.
- Maintained and built strong client relationships through quality, personalized interactions.
CSSR
Wells Fargo & Company
Danbury, CT
03.2013 - 11.2013
- Advised customers on product features, benefits, and warranties.
- Conducted regular follow-up calls to ensure customer satisfaction with products or services purchased.
- Resolved customer issues in an efficient manner while ensuring customer satisfaction.
- Provided accurate information on products and services to customers.
Teller
Wells Fargo & Company
Danbury, CT
03.2012 - 03.2013
- Performed daily reconciliation of teller drawer within established limits.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Explained account information to customers in detail as needed.
- Answered customer inquiries regarding bank products and services.
Masonry Foreman
omeri masonry
Woodbury, CT
06.2004 - 01.2013
- Worked during summers and spring breaks
Education
Some College (No Degree) - Business Management
NVCC
Waterbury, CTSome College (No Degree) -
WCSU
DANBURYSkills
- Affluent Client Relationship Building and Management
- Portfolio Management
- Affluent Client Acquisition and Retention
- Effective Customer Communication
- Asset Allocation
- Reliable and Trustworthy
Certification
- Variable Insurance License
- Series 6
- Series 63
- Series 66
- Series 7
Timeline
Senior Premier Banker
Wells Fargo & Company
05.2022 - Current
Relationship Banker
Wells Fargo & Company
02.2017 - 04.2022
Personal Banker
Wells Fargo & Company
11.2013 - 02.2017
CSSR
Wells Fargo & Company
03.2013 - 11.2013
Teller
Wells Fargo & Company
03.2012 - 03.2013
Masonry Foreman
omeri masonry
06.2004 - 01.2013
Some College (No Degree) - Business Management
NVCC
Some College (No Degree) -
WCSU
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