James Schrader
Altoona,IA
Summary
Results-driven Representative known for productivity and efficiently completing tasks. Skilled in client communication, problem resolution, and process optimization. Excel in negotiation, strategy development, and customer relationship management. Leverage active listening, empathy, and persuasive speaking to achieve objectives and exceed goals.
Motivated individual with business acumen and willingness to take on challenging roles. Tech-savvy and quick learning with technical know-how, social media expertise and sales abilities to support and drive substantial growth.
Overview
16
16
years of professional experience
Work History
Senior Credit Portfolio Representative
Wells Fargo
Des Moines, Iowa
03.2022 - Current
- Provided customer service by answering product and service related questions.
- Answered phone calls and directed them to appropriate personnel.
- Consistently met daily performance goals set by management team members.
- Participated in regular team meetings to discuss performance, strategies, and goals.
- Managed client accounts, ensuring satisfaction and retention through regular communication and problem resolution.
- Maintained detailed records of sales activities, including calls made, follow-ups, and sales closed.
Personal Banker
Wells Fargo Bank, N.A.
Pleasant Hill, IA
03.2016 - 03.2022
- Promoted all financial products by maintaining excellent service offering knowledge.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
- Maintained friendly and professional customer interactions.
- Expanded client base by promoting new financial products.
- Provided guidance on how best to utilize online banking tools for maximum benefit.
- Recognized opportunities for cross-selling additional banking products or services.
- Analyzed financial documents provided by customers to determine their needs.
- Advised customers on various financial products available from the bank.
- Greeted customers upon entering the bank and directed them to appropriate personnel or services.
Lead Teller
Wells Fargo Bank, N.A.
Pleasant Hill, IA
05.2011 - 03.2016
- Provided customers with appropriate literature on banking products and services.
- Created teller schedule to keep weekly and weekend shifts properly staffed.
- Introduced customers to other bank team members to help meet financial needs.
- Performed general teller duties, including handling drive thru line, handling cash, balancing cash drawers, performing loan payments, issuing cashier's checks and money orders, checking account information and handling indoor line.
Customer Service and Sales Representative
Wells Fargo Bank, N.A.
Des Moines, IA
10.2010 - 05.2011
- Opened, closed and updated accounts for customers.
- Balanced teller drawers and ATM cash.
- Provided advice on different bank products and financial options.
Teller
Wells Fargo Bank, N.A.
Des Moines, IA
07.2009 - 10.2010
- Identified sales opportunities and referred customers to branch partners in financial services.
- Processed customer transactions promptly, minimizing wait times.
- Trained newly hired tellers, providing extensive mentoring along with positive reinforcement to help employees meet monthly goals and reach objectives.
Education
Associate of Applied Science - Business Management
AIB College of Business
Des Moines, IAHigh School Diploma -
Melcher-Dallas High School
Melcher, IASkills
- P>Financial product knowledge
- P>Banking
- P>Financial services
- P>Communication Skills
- Sales strategies
- Account management
- Relationship building
- Team collaboration
- Adaptability
<Enter your own>
Title: Personal Banker
Timeline
Senior Credit Portfolio Representative
Wells Fargo
03.2022 - Current
Personal Banker
Wells Fargo Bank, N.A.
03.2016 - 03.2022
Lead Teller
Wells Fargo Bank, N.A.
05.2011 - 03.2016
Customer Service and Sales Representative
Wells Fargo Bank, N.A.
10.2010 - 05.2011
Teller
Wells Fargo Bank, N.A.
07.2009 - 10.2010
Associate of Applied Science - Business Management
AIB College of Business
High School Diploma -
Melcher-Dallas High School