Harrison Wolfe
Manhattan
Summary
Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making clients understand financial needs, goals and options. Determined banking professional eager to apply financial knowledge and sales negotiation skills. Collaborative individual communicates with tact and diplomacy to internal and external customers. Researches and pursues new sales prospects to build strong base of clientele.
Overview
8
8
years of professional experience
Work History
Relationship Banker
Santander Bank Us
03.2022 - Current
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Managed clients in achieving financial goals by recommending suitable products and services based on their needs.
- Managed multiple clients accounts efficiently, ensuring accurate record-keeping and timely resolution of issues.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
Insurance Sales Agent
AllState
04.2019 - 02.2022
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
- Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales
Small Business Banker
Wells Fargo
06.2016 - 04.2020
- Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
- Maintained up-to-date knowledge of competitors' products.
- Assisted in planning portfolio growth through development of business plans in alignment with departmental budget and consistent with overall objectives.
- Reviewed deposit profitability analysis and outlined strategies to bring unprofitable accounts back to productive status.
- Worked with borrowing clients to procure updated financial information on ongoing basis.
- Maintained friendly and professional customer interactions.
Education
BBA - Business Management
Hostos Community College of The City University of New York
The Bronx, NY05.2015
Skills
- Risk Management
- Product Knowledge
- Client Account Management
- Policy Adjustment Knowledge
- Loss Analysis
- Operational Efficiency
- Asset Protection
- Contract Review and Analysis
- Professional Relationships
- Production Goals
- Team Training
- CRM Tracking
Timeline
Relationship Banker
Santander Bank Us
03.2022 - Current
Insurance Sales Agent
AllState
04.2019 - 02.2022
Small Business Banker
Wells Fargo
06.2016 - 04.2020
BBA - Business Management
Hostos Community College of The City University of New York
Similar Profiles
Tyran CurryTyran Curry
Float Teller /Teller at Santander Bank UsFloat Teller /Teller at Santander Bank Us
ARYAN SHAHARYAN SHAH
Teller at Santander Bank UsTeller at Santander Bank Us
Sharon BrownSharon Brown
Branch Operations Manager at Santander Bank UsBranch Operations Manager at Santander Bank Us
Francis KollehFrancis Kolleh
Bank Teller at Santander Bank UsBank Teller at Santander Bank Us
Chloe PontiousChloe Pontious
Learning Assistant at K-State FirstLearning Assistant at K-State First