Halliee Lambert
North Brunswick,NJ
Summary
Dynamic professional with extensive experience at Wells Fargo Bank, N.A., excelling in relationship building and customer service. Proven track record in enhancing customer satisfaction and resolving complaints effectively. Skilled in branch operations and cash handling, fostering trust and loyalty among clients while leading teams to achieve business goals.
Overview
10
10
years of professional experience
Work History
Personal Banker
Wells Fargo Bank, N.A.
11.2022 - 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.
Service Manager
Wells Fargo Bank, N.A.
11.2015 - 11.2022
- Resolved customer complaints in professional and timely manner.
- Met with customers to discuss service needs and offer available solutions.
- Resolved escalated customer complaints professionally, turning potentially negative experiences into opportunities for continued patronage.
- Hired, trained and supervised team of service staff members to meet business goals.
- Developed and maintained positive relationships with customers to build rapport and trust.
- Analyzed service reports to identify areas of improvement.
- Conducted regular performance evaluations for staff members, offering constructive feedback and facilitating professional development opportunities.
- Enhanced team morale through regular recognition of exceptional performance and organizing team-building events.
Education
Plainfield High School
Plainfield, NJSkills
- Relationship building
- Branch operations
- Customer service
- Customer satisfaction
- Positive attitude
- Cash handling
- Attention to detail
- Relationship building and management
Timeline
Personal Banker
Wells Fargo Bank, N.A.
11.2022 - Current
Service Manager
Wells Fargo Bank, N.A.
11.2015 - 11.2022
Plainfield High School
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