ELENOR P. DRICK
Spokane Valley,WA
Summary
Accomplished Relationship Banker with 14 years of experience in the financial services industry, specializing in high-net-worth client management and tailored financial solutions. Proven track record in cross-selling banking products while maintaining strict compliance standards, all aimed at delivering exceptional customer satisfaction. Expertise in building and nurturing long-term client relationships, ensuring each client's unique financial needs are met with personalized attention and strategic guidance. Committed to driving growth and enhancing client experiences through innovative financial strategies and dedicated service.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Relationship Banker
WELLS FARGO BANK, NA
Spokane Valley, WA
10.2024 - Current
- Manage a book of business for high-net-worth clients, providing personalized financial advice and guidance and maintain strong relationships with clients.
- Identify opportunities to cross-sell banking products and services to existing clients.
- Collaborates with internal teams such as wealth management, mortgage lending, and business banking to deliver integrated solutions for clients.
- Provides comprehensive financial analysis and recommendations to clients based on their individual needs and goals.
- Conducts regular reviews of client accounts to ensure compliance with regulatory requirements and identify potential risks or issues.
- Resolves complex customer inquiries or complaints promptly and effectively while maintaining a high level of customer satisfaction.
- Educates clients on various banking products including checking accounts, savings accounts, loans, credit cards, and investment options.
Personal Banker
WELLS FARGO BANK, NA
Spokane Valley, WA
06.2019 - 09.2024
- Built and maintained strong relationships with clients, ensuring high levels of customer satisfaction
- Collaborated with cross-functional teams to address client needs and resolve any issues that arose
- Created customized solutions for clients based on their specific needs and requirements
- Addressed escalated customer complaints promptly and effectively, finding appropriate resolutions while maintaining positive relationships with the clients involved
Bank Teller
WELLS FARGO BANK, NA
Spokane Valley, WA
08.2016 - 05.2019
- Recommends financial benefits and services to customers when appropriate.
- Ability to identify fraud/risk transactions and take appropriate action to resolve fraudulent activities.
- Customer service experience. Ability to interact with customers and resolve unsatisfied customer concerns.
- Ability to navigate multi computer systems, application for processing and research customer transactions and information.
- Ability to work in a fast-paced environment. Understanding of cash handling and balancing.
- Perform side tasks i.e. opening and closing procedures, random cash counts, vault balancing, ATM servicing and the like.
Wire Transfer Specialist
WELLS FARGO BANK, NA
Portland, OR
05.2014 - 08.2016
- Initiated wire transfers over the phone.
- Assisted customer from simple to complex inquiry regarding wires. Conducted research and provided resolutions for customers using multi systems.
- Assisted team members with inquiry, process, and procedures on wire transfers over the phone.
- Worked closely with Wells Fargo Foreign Exchange Dept. for booking rates and contracts for private clients. Point of Contact for new hires. Provided job shadows for new hires.
- Team Lead facilitator for Diversity Committee & Fun Committee (Wire Transfers - Customer Service Team).
- Performed wire cancellations from Treasury Management Customer Support.
Bank Teller
WELLS FARGO BANK, NA
Anchorage, AK/Portland, OR
02.2012 - 05.2014
- Recommends financial benefits and services to customers when appropriate.
- Ability to identify fraud/risk transactions and take appropriate action to resolve fraudulent activities.
- Customer service experience. Ability to interact with customers and resolve unsatisfied customer concerns.
- Ability to navigate multi computer systems, application for processing and research customer transactions and information.
- Ability to work in a fast-paced environment. Understanding of cash handling and balancing.
- Perform side tasks i.e. opening and closing procedures, random cash counts, vault balancing, ATM servicing and the like.
Education
Bachelor of Science - Commerce Major in Business Management
Andres Soriano College
05-2000
Skills
- Account Management
- Customer and Client Focus
- Oral Communications
- Client Solutions Advisory
- Pipeline Management
- Active Listening
- Attention to Detail
- Risk Management
- Policies Procedures, and Guidelines
- Client Management
- Written Communications
- Book of Business
Certification
Washington State Notary
Timeline
Relationship Banker
WELLS FARGO BANK, NA
10.2024 - Current
Personal Banker
WELLS FARGO BANK, NA
06.2019 - 09.2024
Bank Teller
WELLS FARGO BANK, NA
08.2016 - 05.2019
Wire Transfer Specialist
WELLS FARGO BANK, NA
05.2014 - 08.2016
Bank Teller
WELLS FARGO BANK, NA
02.2012 - 05.2014
Bachelor of Science - Commerce Major in Business Management
Andres Soriano College
GENERAL INDUSTRY/PRODUCTS EXAMS PASSED
- SIE
- Series 6TO
- Series 65
- Series 63
- Washington Life Producer