Laura Bleakley
Austin,TX
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Licensed Relationship Banker
Wells Fargo
Austin, TX
05.2022 - Current
- Maintained and built strong client relationships through quality, personalized interactions.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Collaborated with mortgage and business management partners to assist customers with specialized needs.
- Call customers on suggested opportunity leads to introduce myself and schedule appointments to meet and discuss their financial goals.
- Partner with financial advisor to appropriate introductions to address the needs of the customers with investment or retirement needs.
- Educated customers about the features of different bank products such as checking accounts, savings accounts, credit cards.
- Responded promptly to customer queries and complaints to find solutions and diffuse tension.
- Adhered to bank and legal guidelines for reporting, loan approvals and money handling.
- Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
Branch Service Manager
Wells Fargo
Austin, TX
02.2011 - 04.2022
- Implemented customer service policies and procedures to ensure maximum customer satisfaction.
- Conducted regular meetings with team members to review performance objectives, discuss challenges, and provide feedback.
- Reviewed daily activity reports from branch employees to ensure compliance with banking regulations and procedures.
- Monitored daily operations for efficiency and accuracy of transactions.
- Resolved escalated customer complaints in a professional manner while ensuring customer satisfaction.
- Promoted a positive work environment by encouraging team collaboration and problem solving.
- Oversaw the hiring process for new employees including interviewing candidates.
Home Mortgage Consultant
Wells Fargo
Austin, TX
05.2010 - 02.2011
- Provided detailed information regarding mortgage products, rates, and terms to customers.
- Assisted customers in selecting the best mortgage product based on their individual needs and goals.
- Monitored progress of loans throughout the approval process and kept customers informed at each step.
- Ensured compliance with all federal and state laws governing mortgage lending activities.
Personal Banker
Wells Fargo
Austin, TX
03.2009 - 05.2010
- Conducted account openings and closings for clients.
- Responded promptly to customer queries and complaints to find solutions and diffuse tension.
- Cultivated relationships with partners to fulfill or provide appropriate referrals for clients.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
Education
Austin Community College
Austin, TXSkills
- Client Relationship Building
- Debt management
- Cash Flow Management
- Insurance knowledge
- Financial Services
- Creative Thinking
- Customer Service-Oriented
- Money Handling
- Banking
- Resourcefulness
- Financial processes understanding
- Employee Motivation
- Mortgage lending
Languages
Spanish
Native/ Bilingual
Certification
- SIE
- SERIES 7, SERIES 66
- LIFE INSURANCE
- TEXAS NOTARY PUBLIC
- NMLS
References
References available upon request.
Timeline
Licensed Relationship Banker
Wells Fargo
05.2022 - Current
Branch Service Manager
Wells Fargo
02.2011 - 04.2022
Home Mortgage Consultant
Wells Fargo
05.2010 - 02.2011
Personal Banker
Wells Fargo
03.2009 - 05.2010
Austin Community College