Lamya Abidi
San Diego,CA
Summary
Personal and former Premier Banker with a strong background in relationship management and customer service, looking to transition into Business Banking. Experienced in handling high-value client portfolios, managing credit applications, and identifying the right financial products to help clients grow. Excited to bring this foundational lending and relationship experience to a business focused role, with the long term goal and passion of advancing into Commercial Banking.
Overview
3
3
years of professional experience
Work History
Associate Personal Banker (SAFE)
Wells Fargo
09.2025 - Current
- Assisted clients with account opening and educated customers on financial products, enhancing understanding and engagement.
- Processed transactions efficiently while maintaining high accuracy levels in cash handling.
- Developed tailored financial solutions for small business clients, enhancing customer satisfaction and retention.
- Processed applications and provided timely responses to applicants.
Senior Premier Banker
Wells Fargo
09.2024 - 09.2025
- Assist and acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach.
- Offering any assistance with large transactions, investment accounts, product support, and credit accounts.
- Exceed quarterly targets consistently, leveraging deep market insights and tailored investment strategies to maximise client returns and loyalty.
Premier Banker
Wells Fargo
01.2024 - 09.2024
- Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals.
Associate Customer Success Representative Everyday Banking
Wells Fargo
05.2023 - 01.2024
- Support customers and resolve moderate to complex inquiries or issues regarding financial products and services via phone.
- Perform routine tasks such as answering inquiries, resolving problems, and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations.
- Consistently exceeded service quality benchmarks, resolving customer issues promptly. Implemented innovative approaches to improve first-call resolution rates.
Education
General High School Studies -
International School Of The Americas
San Antonio, TX05-2021
Skills
- Relationship building
- Branch operations
- Customer service
- Customer satisfaction
- Cash handling
- Fraud prevention
- Banking policies and procedures
- Issues resolution
- Account maintenance
Timeline
Associate Personal Banker (SAFE)
Wells Fargo
09.2025 - Current
Senior Premier Banker
Wells Fargo
09.2024 - 09.2025
Premier Banker
Wells Fargo
01.2024 - 09.2024
Associate Customer Success Representative Everyday Banking
Wells Fargo
05.2023 - 01.2024
General High School Studies -
International School Of The Americas
INTERNSHIPS
Email Marketing Intern, San Antonio, TX
International Coaching Federation San Antonio
May 2020 - Aug 2020
- Collaborated with intern team to develop targeted marketing strategies, enhancing customer engagement through tailored emails and impactful graphics.
- Executed data driven email campaigns, analyzed metrics to refine strategies and achieve substantial improvements in open rates and click-throughs.