Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Work Availability
Timeline
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Emily Mitchell

Selma,AL

Summary

With a proven track record at Wells Fargo for over 10 years, I have successfully passed qualifying exams, Securities Industry Essentials (SIE), Series 6, Series 63, and also an active holder of a life insurance license for the state of Alabama, to excel in assisting customers with financial portfolio management and delivering exceptional customer service. Leveraging stellar communication and data analysis skills, I've significantly enhanced client satisfaction and operational efficiency. My adeptness in regulatory compliance and strategic planning positions me as a dynamic asset to any team, driving results with precision and leadership. Proficient Notary Public with reputation for honesty built many years of related experience. Excellent interpersonal and observational skills, focused approach, and analytical nature. Seeking a new role.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Relationship Banker

Wells Fargo
03.2014 - Current
  • Provided customer service to clients, including answering questions and resolving issues
  • Conducted account openings and closings for clients
  • Greeted customers upon entering the bank and directed them to appropriate personnel or services
  • Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions
  • Researched customer inquiries and reported findings in a timely manner
  • Responded promptly to customer emails, phone calls and requests for information
  • Cross-sold banking products such as credit cards, loans and investments
  • Performed daily balancing of cash drawer and reconciled discrepancies when necessary
  • Developed relationships with customers by providing exceptional service in order to increase sales opportunities
  • Identified potential fraud risks on accounts and reported suspicious activities to management
  • Maintained accurate records of all transactions conducted throughout the day
  • Analyzed financial documents provided by customers to determine their needs
  • Advised customers on various financial products available from the bank
  • Processed loan applications according to established guidelines
  • Reviewed existing accounts for accuracy of information and compliance with regulations
  • Promoted additional bank services through personal contact with customers
  • Monitored changes in laws related to banking policies and procedures
  • Recognized opportunities for cross-selling additional banking products or services
  • Provided guidance on how best to utilize online banking tools for maximum benefit
  • Facilitated resolution of customer disputes in a fair manner while protecting the interests of the bank
  • Helped customers open and close accounts, apply for loans and make sound financial decisions
  • Followed operational standards, promoting security, risk management and compliance
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty
  • Educated customers on variety of retail products and digital solutions, enhancing customer experience
  • Assisted and advised customers on using online and mobile banking systems
  • Maintained position of trust and responsibility by keeping customer business confidential
  • Participated in training sessions designed to stay abreast of regulatory changes in the banking industry
  • Expanded customer relationships by maintaining regular follow-up processes and rapport
  • Met with customers to analyze financial needs and maximize sales opportunities
  • Used product knowledge and abilities to execute consumer loans and other services
  • Partnered with loan, mortgage officers and financial advisors to provide clients with optimal financial solutions
  • Cultivated relationships with partners to fulfill or provide appropriate referrals for clients
  • Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services
  • Researched and responded to inquiries from customers related to their retirement accounts
  • Attended conferences, seminars, webinars related to the industry in order to stay up-to-date on best practices

Pharmacy Clerk

Carter Drug
03.2012 - 03.2014
  • Assisted customers with selecting and purchasing medications
  • Maintained pharmacy inventory, including ordering and stocking supplies
  • Entered patient data into computer system to maintain accurate records
  • Processed payments from customers using cash registers or other electronic systems
  • Provided excellent customer service in a friendly manner to all clients visiting the pharmacy counter
  • Ensured compliance with applicable laws, regulations and standards set by regulatory bodies governing pharmacies
  • Entered and processed prescriptions into internal system with accuracy to avoid filling delays

Education

Some College - Business Administration And Management

Wallace Community College

High School Diploma -

Meadowview Christian
Selma, AL
05.2011

Skills

  • Ability to type 40 words per minute
  • Time management skills
  • Ability to work independently
  • Multi-tasking
  • Proficient with Excel
  • Proficient with Outlook
  • Proficient with Microsoft
  • Ability to prepare financial statements
  • Ability to analyze data
  • Critical thinking skills
  • Problem solving
  • Knowledge of general business practices
  • Written communication skills
  • Verbal communication skills
  • Customer service
  • Team leadership
  • Financial portfolio management
  • Strategic planning
  • Regulatory compliance
  • Products and services knowledge
  • Team coaching
  • Team training
  • Risk mitigation
  • Staff management
  • Meeting planning
  • Relationship building
  • Rapport building

Certification

  • Securities Industry Essentials
  • Series 6
  • Series 63
  • Life insurance license for the state of Alabama
  • Notary public for the state of Alabama

Accomplishments

  • Assistant vice President of Wells Fargo Bank (2025)
  • Branch operations team lead (2022-2024)
  • Risk management award (2017-2025)
  • Digital services award (2022-2025)
  • Outstanding customer service recognition (2015-2025)
  • Promotions from Teller, CSSR, Personal Banker, Licensed Relationship Banker, Assistant Vice President

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Relationship Banker

Wells Fargo
03.2014 - Current

Pharmacy Clerk

Carter Drug
03.2012 - 03.2014

Some College - Business Administration And Management

Wallace Community College

High School Diploma -

Meadowview Christian

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Emily Mitchell