HAWKE CATES
Nashville,TN
Summary
Results-driven banking professional with over a decade of experience in financial services, client relationship management, and team leadership. Proven ability to build lasting client partnerships, exceed sales targets, and drive business growth through customized banking solutions. Known for strong communication skills, problem-solving aptitude, and coaching background. Seeking a specialist role leveraging a strong foundation in banking, financial advisement, and compliance.
Overview
14
14
years of professional experience
Work History
Senior Relationship Banker
First Horizon Bank
Nashville, TN
01.2024 - Current
- Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.
- Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications.
- Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients’ short-and-long term goals. Utilize a deep understanding of the bank’s products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty.
- Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking.
- Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions.
- Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed.
Team Leader
Brightside Financial
Nashville, TN
03.2022 - 12.2023
- Coach my team to have fruitful conversations with our clients to help them succeed financially.
- Give feedback on client interactions to help improve as well as highlight areas of success.
- My role was to improve the financial health of working families. Brightside is an employee benefit with a brand-new approach to personal finance. I offered unique solutions to help with anything related to finances, emotions and behaviors that can impact clients. I took a holistic view to provide unbiased and confidential assistance through an unmatched blend of products, technology and true human care. My goal was to make it easier for clients to understand their options to obtain long-term financial health and gain peace of mind when it comes to financial matters.
Business Specialist
U.S. Bank
Nashville, TN
04.2021 - 03.2022
- Built and deepened relationships with ongoing outreach and follow-ups.
- Delivered solutions including credit cards, payment tools, treasury management, and deposit products.
- Collaborated with internal teams to reduce risk and refer clients for broader services.
Business Specialist
Wells Fargo & Co.
Franklin, TN
01.2020 - 04.2021
- Built long lasting relationships with business owners through proactive communication.
- Presented to decision-makers and led relationship management initiatives.
- Managed complex customer needs while reducing risk of fraud.
Personal Banker
Wells Fargo
Clearwater, FL
02.2017 - 01.2020
- Delivered exceptional service through personalized product recommendations.
- Served as interim supervisor for a team of 8–16, conducting coaching and call reviews.
- Promoted digital banking solutions and built client loyalty.
Lead Teller
Wells Fargo
Port Charlotte, FL
02.2015 - 02.2017
- Led teller operations, ensuring accuracy and customer satisfaction.
- Trained and developed team members, contributing to sales growth and efficiency.
Banker Coach
Wells Fargo
Reno, NV
01.2012 - 02.2015
- Oversaw new hire development with ongoing training and feedback.
- Managed team performance through training, coaching, and scheduling.
- Handled escalations and upheld compliance standards.
Education
High School Diploma - General
Manatee High School
Bradenton, FL06.2006
Skills
Relationship Management
Business & Retail Banking
Salesforce & CRM Software
Financial Product Sales
Risk & Compliance Awareness
Coaching & Team Leadership
Cold Calling & Outside Sales
Customer Service Excellence
Timeline
Senior Relationship Banker
First Horizon Bank
01.2024 - Current
Team Leader
Brightside Financial
03.2022 - 12.2023
Business Specialist
U.S. Bank
04.2021 - 03.2022
Business Specialist
Wells Fargo & Co.
01.2020 - 04.2021
Personal Banker
Wells Fargo
02.2017 - 01.2020
Lead Teller
Wells Fargo
02.2015 - 02.2017
Banker Coach
Wells Fargo
01.2012 - 02.2015
High School Diploma - General
Manatee High School