Open To Work
JESSIE COHEN
Pleasant Hill,CA
Summary
Results-driven professional with extensive experience in relationship management, financial planning, and wealth management. Proven ability to enhance client satisfaction through tailored financial strategies and proactive engagement.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Senior Premier Banker Investment Associate
Wells Fargo & Company
Concord, CA
06.2001 - 03.2026
- Established and strengthened client connections through customized financial strategies and regular, proactive engagement.
- Analyzed client financial profiles to recommend tailored investment strategies, credit products, and risk management approaches.
- Assessed client portfolios to support customized banking solutions and enhance financial outcomes.
- Led team initiatives to optimize customer service processes, resulting in improved client satisfaction scores.
- Collaborated with internal teams to streamline operations and enhance product offerings based on market trends.
- Maintained up-to-date knowledge of industry trends, regulatory changes, and product offerings to better serve clients'' needs.
- Developed customized financial plans to support clients in achieving short-term and long-term objectives.
- Enhanced client experience by promptly addressing concerns or inquiries related to account transactions or service issues.
- Provided timely assistance to customers regarding inquiries on account setup and service offerings.
- Collaborated with cross-functional teams to enhance client engagement strategies.
- Developed strong client relationships, resulting in an expanded client base and increased assets under management.
- Contacted potential clients to pursue sales and gather funds.
- Coordinated with financial advisors to develop long-term investment strategies.
- Reviewed and analyzed project spending throughout project life cycle.
- Mentored junior bankers, providing guidance on best practices in sales techniques and compliance standards.
- Analyzed client needs and developed detailed financial plans for high-net-worth individuals, focusing on long-term goal alignment.
- Managed customer recordkeeping and executed updates to account information to enhance data accuracy.
- Oversaw accuracy verification of customer information within system.
Education
No Degree -
City College of San Francisco
San Francisco, CASkills
- Professional ethics
- Relationship management
- Retirement planning
- Wealth management
- Cross-selling products
- Financial planning
- Estate planning
- Customer service
- Customer Service-oriented
- Relationship building
- Developing customer relationships
- Loan origination
Accomplishments
- Facilitated new customer service initiatives that resulted in a 85% improvement in satisfaction ratings.
Certification
- Certified Investment Advisor Rep. Wells Fargo Bank -
- [Series 7, 66 Licenses, Life Health,Accident Insurance License
Languages
English
Timeline
Senior Premier Banker Investment Associate
Wells Fargo & Company
06.2001 - 03.2026
No Degree -
City College of San Francisco
Work Preference
Job Search Status
Open to workDesired start date: Open to discussion
Desired Job Title
Senior Premier Banker Investment AssociateClient Relationship ManagerWork Type
Full TimeLocation Preference
On-SiteHybridRemoteLocation: Walnut Creek, CA
Open to relocation: No
Salary Range
$75000/yr - $200000/yrImportant To Me
Work-life balanceCompany CulturePersonal development programsPaid time offPaid sick leave401k matchStock Options / Equity / Profit SharingCareer advancementFlexible work hoursWork Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Interests
Traveling, Family time
Affiliations
- National Notary