Mark Reed

• 2007 CSSR Healdsburg Office Duties included servicing customers as a teller as well as opening accounts, safe deposit boxes and credit ie. credit cards and auto loans.
• 2008-2011 Personal Banker 1 Windsor Office and Cleveland Ave. Office Duties included coaching bankers, working on compliance and audit preparation as well as refining my craft as a banker learning to service all types and levels of clients from simple maintenance to Estate and Trust relationships. Familiarized myself with higher end consumer and business lending. During the worlds largest financial merger I traveled to the Atlanta Georgia market to train bankers and manager in two different locations while they opened their doors as Wells Fargo.
• 2012-Present Premier Banker/Licensed Windsor Office Duties include working closely with the management team as the senior officer in the store, coaching bankers, audit preperation and compliance. Worked diligently to assemble a team of partners in multiple lines of business to be able to offer our customers a full spectrum of products and services. I have excelled in my own personal production and continue to be a consistently strong performer.
• 2017-Present Senior Premier Banker/Windsor Office. Working very closely with management around the affluent growth strategy. Coaching bankers on complicated banker transactions such as A and B trusts, Estate accounts, debtor in possession, IE business that is document intensive. Continue to deliver excellent customer service. Mastery of the FORM profiling process to identify opportunities to engage my partners. I also volunteer in this community for the past 5 years.

Exceeded sales objectives consistently. Awarded with the Circle of Stars award for top performance. Multiple customer service awards for high level of customer satisfaction.

• Finra Series 7&63
• Notary for the State of California
• California Life Insurance License
• Safe Registered NMLS ID 648145