Julian Weaver

Work History

Wells Fargo

09.2023 - 07.2024

Increased small business client satisfaction by providing tailored financial solutions and exceptional customer service.
Managed diverse portfolio of small business clients, ensuring their unique financial needs were met efficiently and effectively.
Strong partner engagement to cross-sell banking products and services.

Bank Of America

10.2021 - 09.2023

Bank Of America

08.2017 - 10.2021

Responsible for providing business and financial products and services to small business customers. Identify and address cross-sell opportunities. serve as resident expert for small business products.
Perform tasks such as opening deposit accounts handling credit, treasury, and payroll referrals from banking centers team with sales and support partners across

Health Plan Services

12.2012 - 07.2017

As 2-40 licensed agent daily tasks include assisting current members with open enrollment process for medical and dental plans with as retention representative.
Duties include reviewing summary of benefits with members to suggest best health and dental insurance, process plan changes and update client information all with a strong focus on quality assurance
As a member of the Broker Support Team my duties include assisting agents and brokers with client inquiries, troubleshooting and online navigation assistance

T-Mobile

10.2006 - 08.2012

Increased team productivity by implementing efficient workflows and setting clear expectations for staff members.
Streamlined operations for increased efficiency through regular process reviews and implementing necessary changes.
Reduced employee turnover by fostering a positive work environment and providing ongoing feedback to staff members.
Improved customer satisfaction with timely response to inquiries, addressing concerns, and finding effective solutions.
Developed staff skills through targeted training programs, resulting in improved performance and career growth opportunities.
Collaborated with other departments to achieve organizational goals, fostering teamwork across various functions.
Conducted performance evaluations for staff members, identifying areas of improvement and guiding professional development plans.
Established performance metrics for the team, consistently tracking progress towards goals and making adjustments as needed.
Mentored junior staff members in their career development, sharing knowledge from years of experience in the field.
Enhanced communication within the team by holding regular meetings and encouraging open dialogue among all members.