Emmanuella Saint Pierre
Lehigh Acres,FL
Summary
Resourceful Small Business Banker known for high productivity and efficient task completion. Possess specialized skills in financial analysis, risk management, and client relationship building. Excel in communication, problem-solving, and adaptability to meet diverse client needs and drive business growth. Committed to leveraging knowledge of banking products and market trends to support small businesses in achieving financial objectives.
Overview
18
18
years of professional experience
Work History
Small Business Banker
Wells Fargo Bank, N.A.
Fort Myers
06.2023 - Current
- Consulted with small business customers to determine needs and means and propose personalized banking solutions.
- Advised customers on bank products, services and financial planning options.
- Provided timely follow-up communication with customers when requested information is incomplete or incorrect.
- Managing Small Business Customers with Annual Revenue from 500K-2MM.
- Recommend variety of products to help Business Customers with different stages of their businesses.
- Provide them with exceptional service experience with their complex needs.
- Collaborate with Branch Partners to help customers with Business different stage of their businesses.
- Provide excellent guidance and support to small business owners to help them during their business cycle.
- Stay connected with small business owners by completing daily outreach and set up appointments as needed.
- Engage in reaching out to prospect small business customers in order to generate new banking relationships.
Personal Banker/ Business Advocate
Wells Fargo Bank, N.A.
Lehigh Acres
04.2017 - 07.2023
- Assisted clients with account inquiries and banking services.
- Explained product features and benefits to potential customers.
- Processed account openings, closings, and maintenance requests.
- Conducted transactions accurately for deposits and withdrawals.
- Resolved customer issues promptly to enhance satisfaction.
- Collaborated with team members to improve service delivery.
- Ensured compliance with banking regulations and policies.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Provided customer service to clients, including answering questions and resolving issues.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
- Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Cross-sold banking products such as credit cards, loans and investments.
Small Business Banker/Manager on Duty
JP Morgan Chase Bank NA
Lehigh Acres
08.2007 - 05.2017
- Consulted with small business customers to determine needs and means and propose personalized banking solutions.
- Advised customers on bank products, services and financial planning options.
- Provided timely follow-up communication with customers when requested information is incomplete or incorrect.
- Developed and maintained relationships with small business owners to understand their financial needs.
- Monitored market developments closely in order to inform customers about relevant changes that may affect their business operations.
- Assisted customers with opening new accounts while ensuring accuracy of all paperwork submitted.
- Researched existing banking products and services in order to identify opportunities for improvement or expansion.
- Enhanced relationships by providing excellent service to small business customers.
- Identified opportunities for cross-selling additional banking products or services.
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
- Resolved problems or discrepancies concerning customers' accounts.
- Leveraged customer service and sales abilities to consistently meet performance goals.
- Liaised between bank branches regarding best practices and operations.
- Provide Branch Management support when Branch Manager is Unavailable.
- Conduct Morning huddle and meeting with bankers for Branch improvement and educated them on new policy and procedures.
Education
Associate of Science - Criminal Justice
Miami Dade College
Miami, FLBachelor of Science - Business Administration And Management
Edison State College
Fort Myers, FLSkills
- Book of Business Management
- Small business consulting
- Customer relationship management
- Sales strategy
- Lead generation
- Problem solving
- Effective communication
- Time management
- Active listening
- Negotiation skills
- Banking regulations
- Banking Financial Services
- Management and Leadership
- Small Business Lending
- Risk Management
- Cash flow planning
- Credit and loan
- Community engagement and outreach
- Fluent in English, Spanish, Creole and French
- Microsoft Word and excel
Activities & Certification
- National Performance Achiever
- Volunteer: Red Cross, Food Bank, Humana and Animal Shelter
- Intership at Immigration Law Firm
- Completed Small Business education program at JP Morgan Chase Bank
- Completed Small Business Classes at Wells Fargo Bank
- MVP award for 2024 National Top performance at Wells Fargo
Timeline
Small Business Banker
Wells Fargo Bank, N.A.
06.2023 - Current
Personal Banker/ Business Advocate
Wells Fargo Bank, N.A.
04.2017 - 07.2023
Small Business Banker/Manager on Duty
JP Morgan Chase Bank NA
08.2007 - 05.2017
Associate of Science - Criminal Justice
Miami Dade College
Bachelor of Science - Business Administration And Management
Edison State College
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