Eka Bettis

Qualifications:

• Provided customer support through effective communication and problem-solving skills. Assisted in training new team members to enhance service delivery. Gained valuable experience through various roles in customer service and related fields.
• Cultivated and sustained strong relationships with customers and partners over 6+ years.
• Leveraged over 6 years of experience to recommend tailored products and services to clients.
• Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking
• Experience recommending financial services products and services
• Completed FINRA Series 6 and 63 exams and State Insurance license(s)
• Customer service focus with experience handling complex transactions across multiple systems
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
• Excellent verbal, written, and interpersonal communication skills
• Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
• Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention
• Ability to follow policies, procedures, and regulations
• Ability to educate and connect customers to technology and share the value of self-service digital banking options
• Experience using strong business acumen to provide financial services consultation to small business customers
• Knowledge and understanding of financial services consumer lending products
• Ability to interact with integrity and professionalism with customers and employees
• High motivation with ability to successfully meet team objectives while maintaining individual performance
• Experience mentoring and peer-coaching others

Job Description:

• Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments
• Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols
• Escalate banking related issues or business risks that require an in-depth evaluation
• Advise customers on various aspects of recommended and available financial options and services
• Maintain deep knowledge and understanding of banking, credit, and financial solutions and services
• Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage, Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients’ overall financial circumstances and goals
• Understand and manage risks in the business by adhering to policies, procedures, and controls and ensuring compliance with applicable laws, rules, and regulations
• Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying banking options and services that will best meet customers’ financial needs and goals
• Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially
• Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances
• Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs
• Holding SAFE position to contact offering/negotiating of terms and/or taking an application for a dwelling secured transaction.

• Partnering with our wealth advisory, financial planning, and internal support teams, CRA contributes to the satisfaction, retention, and growth of client relationships. Strive to demonstrate a track record of delivering excellent client service with exceptional organizational, communication, and problem-solving skills. CRA is a part of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Excellence, and Community. Partnering with our wealth advisory, financial planning, and internal support teams, CRA contributes to the satisfaction, retention, and growth of client relationships. Strive to demonstrate a track record of delivering excellent client service with exceptional organizational, communication, and problem-solving skills. CRA is a part of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Excellence, and Community.