Grady Gonzalez
Lehi
Summary
Dynamic professional with a proven track record at Wells Fargo, excelling in client relations and compliance. Bilingual in Spanish, I leverage strong interpersonal skills to foster trust and drive new business. Adept at navigating high-pressure situations, I am eager to apply my coachable nature and industry interest to achieve impactful results.
Overview
2
2
years of professional experience
Work History
Personal Banker
Wells Fargo
09.2024 - Current
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Health Insurance Agent
Agent Boost Marketing
10.2023 - 06.2024
- Maintained compliance with all industry regulations while completing paperwork accurately and efficiently.
- Educated clients on the intricacies of their health insurance policies, empowering them to make informed decisions.
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Efficiently managed high-pressure situations such as claim denials or unexpected policy cancellations.
Painter
Fern's Custom Painting
06.2023 - 10.2023
- Painted surfaces using brushes, spray guns, and paint rollers.
- Prepared surfaces and surrounding areas for painting using sandpaper, tape, and other materials.
- Painted indoor areas such as hallways, bathrooms, and lobbies.
- Maintained a clean and organized workspace, minimizing disruptions for clients during projects.
Education
High School Diploma -
Lehi High School
Lehi, UT05-2021
Skills
- Personable
- Work well in crunch time
- Speak Spanish
- Very coachable and ready to work
- Have an interest in the industry
Languages
Spanish
Professional Working
Timeline
Personal Banker
Wells Fargo
09.2024 - Current
Health Insurance Agent
Agent Boost Marketing
10.2023 - 06.2024
Painter
Fern's Custom Painting
06.2023 - 10.2023
High School Diploma -
Lehi High School
Similar Profiles
Laxmikanth ChittampallyLaxmikanth Chittampally
Senior Operational Processor at Wells Fargo India Solution PVT Ltd, Wells FargoSenior Operational Processor at Wells Fargo India Solution PVT Ltd, Wells Fargo
Mayank OberoiMayank Oberoi
Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)
Yesenia SalgadoYesenia Salgado
Associate Personal Banker at Wells Fargo Bank, N.A.Associate Personal Banker at Wells Fargo Bank, N.A.
Sravani YelamarthiSravani Yelamarthi
Sr. Java Developer at Wells FargoSr. Java Developer at Wells Fargo
Rebeka DanielsonRebeka Danielson
Shift Lead Manager at Sizzling PlatterShift Lead Manager at Sizzling Platter