Overview
Work History
Education
Skills
Certification
Timeline
Generic

Joshua Diaz Munoz

Mountain Home,ID

Overview

5
5
years of professional experience
1
1
Certification

Work History

Registered Client Associate

Wells Fargo Advisors
05.2022 - Current
  • Assisted brokers and advisors with servicing clients by preparing financial plans, conducting investment research, completing trades and other transactions.
  • Analyzing client data to prepare financial reports, client allocation percentage, and tax estimates
  • Worked with high net worth clients, in completing complex transactions
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts

Branch Relationship Banker

Wells Fargo Bank N.A.
06.2021 - 05.2022
  • Conducted needs-based conversations to develop financial plans, and identify customer credit, deposit, investment requirements.
  • Built relationships with customers by learning about financial needs, understanding life events and goals and following up through proactive outreach and appointments.
  • Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.

Personal Banker

Wells Fargo Bank N.A.
11.2019 - 06.2021
  • Identified and investigated variances to financial plans and forecasts to identify appropriate products to fit clients needs.
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue through excellent service offering knowledge.
  • Investigate client activity for fraud prevention and product recommendation.
  • Conducted client financial analysis reports.

Teller

Wells Fargo Bank N.A.
07.2018 - 11.2019
  • Identified sales opportunities and referred customers to branch partners in financial services to achieve sales targets.
  • Observed all procedures regarding financial and customer information to prevent possible breaches, data misuse, and theft of assets.
  • Improved client relations through short interactions

Education

Medical Laboratory Sciences

University of Utah
Salt Lake City, UT

High School Diploma -

Mountain Home High School
Mountain Home, ID
2017

Skills

  • Proficient in Microsoft Office
  • Financial Product Knowledge
  • Loan application expertise
  • Business Development
  • Supervision
  • Team management
  • Client Relationship Management
  • Data Analysis
  • Sales Abilities
  • Customer Retention

Certification

  • Idaho Public Notary
  • Series 7 (CRD#: 7382336)
  • Series 66 (CRD#: 7382336)
  • Idaho Resident Producer ( 880411)

Timeline

Registered Client Associate

Wells Fargo Advisors
05.2022 - Current

Branch Relationship Banker

Wells Fargo Bank N.A.
06.2021 - 05.2022

Personal Banker

Wells Fargo Bank N.A.
11.2019 - 06.2021

Teller

Wells Fargo Bank N.A.
07.2018 - 11.2019

Medical Laboratory Sciences

University of Utah

High School Diploma -

Mountain Home High School

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Joshua Diaz Munoz