HERBERT BOLIVAR
East Orange,NJ
Summary
Dynamic Senior Premier Banker at Wells Fargo with a proven track record in portfolio growth and client acquisition. Expert in relationship building and financial analysis, delivering tailored strategies that enhance customer satisfaction and loyalty. Adept at identifying sales opportunities and educating clients on investment risks, driving significant business results.
Overview
13
13
years of professional experience
Work History
Senior Premier Banker
Wells Fargo
Bloomfield, NJ
04.2023 - Current
- Provided high-level customer service to clients of the bank, ensuring their satisfaction with all banking transactions.
- Developed and maintained strong relationships with customers to ensure loyalty and repeat business.
- Identified potential sales opportunities for additional services such as investments, mortgages, loans, and other products.
- Reviewed client portfolios regularly to ensure compliance with established risk parameters.
- Monitored client accounts to identify opportunities for improvement or growth.
- Educated clients about different types of investments and the potential risks associated with them.
- Analyzed financial data and prepared reports for clients to help them make informed decisions.
- Developed strategies to help clients achieve their long-term financial goals.
- Researched current market trends and economic conditions to provide accurate advice.
Licensed Brokerage Associate /Relationship Manager
Wells Fargo Bank
Nutley, NJ
01.2018 - Current
- Promoted diverse financial products through continuous industry knowledge acquisition.
- Engaged in digital transformation projects emphasizing data analytics and system management.
- Educated customers on technology utilization for effective financial transaction management.
- Analyzed client financial information to create tailored strategies and product recommendations.
- Demonstrated expertise across corporate, consumer, mortgage, investment, brokerage, and private banking sectors.
- Contributed to risk management assessments to minimize financial exposure.
Personal Banker I
Wells Fargo Bank
East Orange, NJ
06.2012 - 01.2018
- Developed strategic financial solutions to align with client needs and enhance branch services.
- Established connections with new clients through proactive follow-up strategies.
- Cultivated strong rapport with clients to address financial needs and foster branch loyalty.
Education
Bachelor of Arts - Economics
Montclair State University
01.2017
Skills
- Portfolio Growth
- Relationship Building
- Client Acquisition
- Industry Economics/ Economic Influence Assessments
- Client Advisory
- Customer Relationships
- Product Recommendations
Additional Information
- License: Series 6, Series 63, Series 7, Life Insurance
Timeline
Senior Premier Banker
Wells Fargo
04.2023 - Current
Licensed Brokerage Associate /Relationship Manager
Wells Fargo Bank
01.2018 - Current
Personal Banker I
Wells Fargo Bank
06.2012 - 01.2018
Bachelor of Arts - Economics
Montclair State University
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