Experienced relationship banker with 10+ years in financial services, skilled in consultative sales, active listening, and customer service. Known for building trust, uncovering client needs, and driving relationship growth while maintaining strong compliance standards.
Work History
Premier Relationship Banker
3 Years 7 Months
U.S. Bank, N.A. | 03.2023 - Current
Built customer relationships by identifying needs and recommending deposit, lending, and digital banking solutions.
Referred complex credit, mortgage, and investment needs to appropriate specialists through consultative conversations.
Supported branch sales goals by uncovering opportunities for products, services, and relationship expansion.
Ensured compliance with BSA, KYC, and bank policies during onboarding, account updates, and transaction processing.
Strengthened client relationships by providing personalized banking solutions and excellent customer service.
Relationship Banker
8 Years 8 Months
Wells Fargo, NA | 01.2013 - 09.2021
Advised customers on deposit accounts, credit products, and digital banking solutions through needs-based conversations.
Resolved complex account inquiries, transaction discrepancies, and service issues with accurate, timely follow-up.
Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
Developed and maintained strong relationships with clients, ensuring high level of satisfaction and retention.
Lingerie Category Manager
2 Years 3 Months
Victoria's Secret | 09.2010 - 12.2012
Owned execution of assigned segments throughout shift to support continuous operations.
Sustained achievement of sales goals through consistent performance to support revenue targets.
Produced brand guide drawings and carried out execution of brand guide specifications.
Delivered comprehensive training coverage for associates in all categories.