Isaiah Enevoldsen
Lincoln,NE
Summary
Throughout my years at Wells Fargo, I have prioritized customer satisfaction and experience. As a teller, I efficiently managed transactions while building personal relationships with clients. Analyzing customer accounts allowed me to identify ways our bankers could assist them. Now, as a banker, I am dedicated to helping customers grow financially. By exceeding expectations, I consistently perform my job accurately and effectively. Proactively monitoring promotions ensures that clients receive the best deals and leave my desk with a smile on their face.
Overview
3
3
years of professional experience
Work History
Personal Banker
Wells Fargo
03.2024 - Current
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Promoted financial products by maintaining excellent service offering knowledge.
- Worked closely with management to strategize communication techniques to increase branch production and customer service.
- Expanded customer base by consistently meeting referral goals through customer outreach initiatives.
- Consistently focused on getting our customers into the products that best fit their needs.
Teller
Wells Fargo
07.2021 - 03.2024
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Identified discrepancies and took corrective actions as needed.
- Maintained up-to-date knowledge of bank products, services, promotions, policies, regulations to better assist customers with their financial needs.
- Monitored and reported suspicious activity in line with bank security policies.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
- Provided training to new tellers on bank procedures, systems, and customer service best practices.
- Referred many clients over to the Personal Bankers and Premier Bankers depending on their needs.
Education
High School Diploma -
Raymond Central High School
1800 W Agnew Rd, Raymond, NE 6842808-2020
Skills
- Relationship Building
- Branch operations
- Customer Service
- Customer Satisfaction
- Client Relationship Management
- Fraud prevention
- Banking Policies and Procedures
- Issues Resolution
- Account Maintenance
Timeline
Personal Banker
Wells Fargo
03.2024 - Current
Teller
Wells Fargo
07.2021 - 03.2024
High School Diploma -
Raymond Central High School
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