Professional Summary
Overview
Work History
Education
Skills
Certification
Timeline

Kristina Wells

U.S. Bank, N.A.
Greeley,CO
1
Certification
16
years of professional experience

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.

Education

High School Diploma

Big Sky High School | Missoula, MT

Skills

Relationship management
Sales expertise
Financial services
Loan origination
Decision-making
Active listening
Customer service
Dependability
Client Engagement

Certification

  • Series 6 License- May 2018
  • Series 63 License- May 2018
  • NMLS- 2015
  • Notary Public- 2015

Timeline

Premier Relationship Banker

U.S. Bank, N.A.
03.2023 - CurrentRead More

Relationship Banker

Wells Fargo, NA
01.2013 - 09.2021Read More

Lingerie Category Manager

Victoria's Secret
09.2010 - 12.2012Read More

Big Sky High School

High School Diploma
Read More
Kristina Wells