Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lesli Anderson

Summary

Hardworking account manager gifted at lead generation and efficiently resolving customer issues. Engaging and personable with the ability to increase business opportunities through outstanding client presentations, effective communication skills and a dedication to customer service.

Overview

14
14
years of professional experience

Work History

Work Director Relationship Team

Wells Fargo
09.2022 - Current
  • Lead cross-functional product and services implementation and maintenance for multi-level businesses Inc, LLC, 'FBO, DRE, Non-Profits, and Trusts.
  • Secure high-value accounts through consultative selling, effective customer solutions and promoting compelling business opportunities.
  • Demonstrated strong financial acumen by managing budgets and ensuring optimal utilization of allocated funds for various projects/departmental needs.
  • Formed strategic partnerships and connected with potential clients to drive business development.
  • Managed complex projects to ensure timely delivery and optimal resource allocation.
  • Address problems with accounting, billing and service delivery to maintain and enhance client satisfaction.
  • Developed comprehensive project plans for successful completion of major initiatives on time and within budget.

Relationship Team Business Specialist II

Wells Fargo
05.2020 - 09.2022
  • Consulted with product development teams to enhance products based on customer data.
  • Worked closely with all product development departments to create and maintain materials for sales presentations and client meetings.
  • Developed new business strategies for increased revenue generation and market expansion.
  • Lead a team of 6 while managing the work load of nearly 3000 clients.

Business Banker/WTMN Communications Chair

Wells Fargo
07.2012 - 05.2020
  • Assisted in the development of marketing materials to attract new clients, effectively expanding bank''s market share.
  • Assisted in creation of pre-season marketing plans to support department and divisional strategies.
  • Collaborated with team members to help expand marketing channels.
  • Met with members to understand goals and recommend solutions to fit specific needs.
  • Worked with borrowing clients to procure updated financial information on ongoing basis.
  • Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.

Banker/Teller

Wells Fargo
06.2010 - 07.2012
  • Increased client satisfaction by providing tailored financial advice and personalized banking solutions.
  • Provided expert guidance on investment strategies, optimizing portfolios to maximize returns for clients.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.

Education

Bachelor of Science - Communications

St. Cloud State University
St. Cloud
08.1991

Skills

  • Cost reviewing
  • National accounts
  • Account verification
  • Client development
  • Relationship building and management
  • Business process optimization
  • Written Communication
  • Strategies and goals
  • Media Relations

Timeline

Work Director Relationship Team

Wells Fargo
09.2022 - Current

Relationship Team Business Specialist II

Wells Fargo
05.2020 - 09.2022

Business Banker/WTMN Communications Chair

Wells Fargo
07.2012 - 05.2020

Banker/Teller

Wells Fargo
06.2010 - 07.2012

Bachelor of Science - Communications

St. Cloud State University

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Lesli Anderson