Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Hunter Marlin

Dallas

Summary

I am a highly adaptable and eager to grow personal banker with Wells Fargo. I pride myself in completing my licenses with the Series 6, Series 66, and State Insurance License. I am always looking to improve my weaknesses and strengths to continue to better myself and my teammates around me. I have a passion for building relationships and building a team who strives together to improve the financial lives of our clients. Used my skills to create personalized experiences with clients to ensure they feel exceptional service with myself.

Overview

4
4
years of professional experience

Work History

Personal Banker

Wells Fargo
06.2025 - Current
  • Built relationships with clients that involved consumer, business, and referred investment opportunities
  • Maintained relationships with existing clients through quarterly calls
  • Generated new business through consistent outreach to potential clients

Relationship Banker

JPMorgan Chase
01.2024 - 02.2025
  • A banker licensed with a Series 6, Series 66, and state insurance certificate
  • Built relationships with clients that involved consumer, business, and investment opportunities
  • Created lending solutions for consumer, business, and investment clients using a variety of products
  • Managed a diverse book of business to ensure ongoing client engagement and satisfaction

Relationship Banker

Bank of America
10.2022 - 01.2024
  • Personalized advisor for clients
  • Process cash transactions accurately
  • Operational knowledge
  • Assisted clients with various banking requirements

Education

Dallas County Community College
Dallas, TX
01-2023

Skills

  • Financial services
  • Wealth management
  • Portfolio management
  • Sales strategy
  • Relationship building
  • Effective communication

Accomplishments

  • I was recognized for having the highest deposit and investment balance growth for the year in my region with Wells Fargo with only 9 months of experience.
  • I was in the Circle of Excellence every quarter in my career with Bank of America.
  • In month 2 of my career with Chase, I was atop the market in performance and outperformed every other candidate in my field for a continuous 6 months.

Timeline

Personal Banker

Wells Fargo
06.2025 - Current

Relationship Banker

JPMorgan Chase
01.2024 - 02.2025

Relationship Banker

Bank of America
10.2022 - 01.2024

Dallas County Community College
Hunter Marlin