Ilya Frolov
San Rafael ,CA
Summary
Senior Small Business Banking Relationship Manager at Wells Fargo Bank with a proven track record in cultivating lasting client relationships and assessing financial risks. Expertise in aligning banking solutions with business needs while delivering exceptional customer-focused service. Tasked with effectively managing portfolios and driving growth through strategic engagement and analytical problem-solving.
Overview
18
18
years of professional experience
Work History
Senior Small Business Banking Relationship Manager
Wells Fargo & Company
05.2014 - Current
- As a Senior Small Business Banking Relationship Manager I am responsible for building, maintaining, and growing relationships with small business banking clients.
- Senior Small Business Relationship Managers keep in frequent contact with clients to understand and meet their financial needs.
- Tasked with onboarding, managing, and growing account relationships with Small Business customers. Assessed, through review and analysis of moderately complex data, the customer's financial needs and as needed, recommend an effective variety of financial products and services in order to help the customer succeed financially.
- I was able to develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycle and how business products and services can support businesses in the portfolio.
- Ensured overall success and growth of an assigned portfolio by developing deeper relationships of existing customers and managing risk.
- Effectively collaborate and consult with internal small business partners and independently resolve moderately complex customer or process issues and achieve small business goals.
- Engage in prospect activities and employ contact strategies focused on generating new small business relationships.
- Senior Small Business Banking Relationship Manager job duties which may include needs assessing and referring those customers to appropriate partners within the organization.
Small Business Banking Specialist
Wells Fargo & Company
01.2009 - 05.2014
- As a Small Business Banker I was responsible for acquiring, servicing, and growing relationships with small businesses that typically have annual gross sales between $100k and $1MM.
- Expected and was able to work proactively to seek new customers and engage with existing customers to understand what is most important to them and help with their current and future financial needs. Completes service requests, identify, and resolve customer concerns by following resolution protocol.
- Engaged with customers in all phases of the business life cycle while following policies and leveraging product knowledge and conduct needs-based conversations to identify credit, deposit, and service processing needs.
- Was able to demonstrate understanding and managed risks in the business, adhere to policies, procedures, and controls, and ensured compliance with applicable laws, rules, and regulations.
Assistant Branch Manager
Wells Fargo & Company
01.2007 - 01.2009
- Assistant ranch Managers role is in assisting branch managers in running the daily operations of a branch office, including sales, customer service, and financial performance. Assist the branch manager in implementing business development strategies.
- Worked towards achieving sales targets and customer satisfaction goals.
- Provided excellent customer service, addressing customer complaints and resolving problems.
- Supervised and motivated staff to perform their best
- Conducted regular meetings with the branch team to ensure operational efficiency.
- Trained new employees on branch operations, protocols, and procedures.
- Ensured compliance with all company policies and relevant regulations.
Education
High School Diploma -
George Washington High School
600 32nd Ave, San Francisco, CA 9412105-2001
Skills
- Effective communicator
- Demonstrated strong leadership abilities
- Skilled in assessing financial risks
- Proficient in developing enduring client connections
- Analytical problem solver
- Expertise in aligning banking solutions with business needs
- Proficient time management
- Customer-focused service
Languages
Russian
Native or Bilingual
Timeline
Senior Small Business Banking Relationship Manager
Wells Fargo & Company
05.2014 - Current
Small Business Banking Specialist
Wells Fargo & Company
01.2009 - 05.2014
Assistant Branch Manager
Wells Fargo & Company
01.2007 - 01.2009
High School Diploma -
George Washington High School
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