Gwendolyn Bohnwagner

• Analyzed customers' financial information to deliver personalized account guidance.
• Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.

• Identified opportunities for cross-selling additional products or services based on individual client needs assessment evaluations.
• Maintained compliance with all regulatory requirements and industry standards by diligently adhering to internal controls and guidelines.
• Assisted clients with budgeting and cash flow management.
• Built strong client relationships through consistent communication, regular portfolio reviews, and timely market updates.

• Identified opportunities for cross-selling additional products or services based on individual client needs assessment evaluations.
• Maintained compliance with all regulatory requirements and industry standards by diligently adhering to internal controls and guidelines.
• Assisted clients with budgeting and cash flow management.
• Built strong client relationships through consistent communication, regular portfolio reviews, and timely market updates.

Serviced clients accounts, sold products, managed teller staff insuring bank policy and cash levels maintained.

Serviced clients accounts, sold products, managed teller staff, ran a cash drawer when busy.