JENNIFER GALOFRE
Homestead,FL
Summary
Financial professional with extensive experience at Wells Fargo, specializing in affluent client management and lending strategy. Demonstrated success in delivering integrated financial solutions and improving client retention through effective collaboration. Strong expertise in risk and compliance, ensuring regulatory adherence while managing portfolios exceeding $2M.
Overview
12
12
years of professional experience
4
4
Certifications
Work History
Assistant Vice President – Senior Premier Banker
Wells Fargo
01.2024 - Current
- Manage mass-affluent portfolios ($100K–$2M+), delivering comprehensive financial planning and multi-product solutions.
- Conduct advanced lending, deposit, investment, and insurance conversations to align with long-term goals.
- Partner with Wealth, Small Business, and Lending teams to deliver integrated financial strategies.
- Ensure execution of risk, regulatory, and supervisory controls within the branch.
Relationship Banker
Wells Fargo
01.2022 - 01.2024
- Delivered personalized financial guidance for consumer and small-business clients.
- Reviewed exceptions, resolved escalations, and strengthened operational risk controls.
- Prepared financial and credit packages for mortgage and consumer lending decisions.
- Achieved growth and satisfaction benchmarks through proactive outreach.
Service Manager I & II
Wells Fargo
01.2019 - 01.2022
- Supervised branch operations, vault/cash controls, and staff scheduling to ensure operational readiness.
- Trained and coached teller and service teams to improve accuracy and compliance performance.
- Executed fraud-prevention procedures, risk audits, and incident response plans.
Personal Banker II
Wells Fargo
01.2014 - 01.2019
- Provided credit, lending, and financial planning recommendations tailored to client needs.
- Processed and closed consumer and mortgage loans in line with federal and internal guidelines.
- Drove deposit, credit, and investment growth through targeted outreach.
Education
BBA - Business Administration
University of Phoenix
01.2026
Skills
- Affluent Client Management
- Premier banking
- Lending strategy
- Risk and compliance
- KYC/AML
- Investment conversations
- Client retention
- Cross-functional collaboration
- Regulatory operations
Certification
SIE
Timeline
Assistant Vice President – Senior Premier Banker
Wells Fargo
01.2024 - Current
Relationship Banker
Wells Fargo
01.2022 - 01.2024
Service Manager I & II
Wells Fargo
01.2019 - 01.2022
Personal Banker II
Wells Fargo
01.2014 - 01.2019
BBA - Business Administration
University of Phoenix