Iyeshea Cohen
Racine,WI
Summary
Proven leader in the banking sector with a track record of staff development and regulatory compliance at Wells Fargo. Excelled in fostering long-lasting client relationships and mentoring teams towards achieving excellence. Skilled in loan documentation and conflict resolution, significantly enhancing team performance and customer satisfaction.
Overview
10
10
years of professional experience
Work History
Associate Banker
Wells Fargo
04.2020 - Current
- Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes
- Proactively sourced, acquired, built and maintained relationships with clients and colleagues
- Support clients and employees in resolving or escalating clients concerns or complaints
- Resolved complex client issues by coordinating with relevant departments, ensuring timely resolution and client satisfaction
- Able to interact with integrity and professionalism with clients and team members
Personal Banker II Officer
Wells Fargo
03.2016 - 04.2020
- Mentored staff members, helping them develop their skills and advance in their careers
- Maintained strict adherence to industry regulations, minimizing risk exposure for the organization
- Enhanced communication between team members by organizing regular meetings and fostering open dialogue
- Improved team morale and performance with consistent feedback and recognition of achievements
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships
Personal Banker
Wells Fargo
08.2014 - 03.2016
- 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
Education
Biology
Xavier University of Louisiana
New Orleans, LASkills
- Strong team-builder
- Excellent time management skills
- Approachable
- Sales proficiency
- Conflict resolution
- Training and development
- Shift scheduling
- Financial planning
- Deductive reasoning
- Regulatory compliance
- Resourceful nature
Accomplishments
- Awarded "Golden Spoke" Award in 2019.
- Awarded "Manager Spotlight" Award in 2024.
Timeline
Associate Banker
Wells Fargo
04.2020 - Current
Personal Banker II Officer
Wells Fargo
03.2016 - 04.2020
Personal Banker
Wells Fargo
08.2014 - 03.2016
Biology
Xavier University of Louisiana
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