MARY COOLEY
HOUGHTON & BROADWAY WELLS FARGO BANK N.A.
Tucson,AZ
1
Certification
10
years of professional experience
Skilled Relationship Banker with expertise in client relationship management, customer experience, and financial product knowledge. Proven ability to build and retain business by leveraging strong communication and teamwork skills. Seeking a Senior Premier Banker role to contribute to a team and company by delivering exceptional financial solutions and enhancing client experience.
Work History
RELATIONSHIP BANKER
2 Years- Consistently growing and retaining business by building strong client trust and maintaining long-term relationships
- Effectively managing a book of business with 262 client groups with assets ranging from 300k-5m
- Successful at utilizing the behavior framework to guide conversations and uncover potential needs
- Generated business through providing options to grow money and convenient services we offer
- Ensured compliance with all relevant laws, regulations and policies governing financial institutions
ASSOCIATE PERSONAL BANKER
2 Years 1 MonthLEAD TELLER / TELLER
2 Years 6 MonthsPART TIME LEAD TELLER
1 YearTELLER
1 Year 11 MonthsEducation
- BUSINESS OF ADMINISTRATION
Skills
Relationship building and management
Great at multitasking through CRV/SVP platforms
Teamwork and collaboration
Adaptability and flexibility
Customer Experience
Consistently professional with a focus on efficiency
Partner involvement through lending
investing and borrowing
Certification
- Series 6
- Series 63
- SIE
- AZ Life Insurance
Timeline
RELATIONSHIP BANKER
HOUGHTON & BROADWAY WELLS FARGO BANK N.A.
08.2024 - CurrentRead More
ASSOCIATE PERSONAL BANKER
HOUGHTON & BROADWAY WELLS FARGO BANK N.A.
05.2022 - 06.2024Read More
LEAD TELLER / TELLER
GRANT & SILVERBELL WELLS FARGO BANK N.A.
11.2019 - 05.2022Read More
PART TIME LEAD TELLER
1ST & TANGERINE WELLS FARGO BANK N.A.
11.2018 - 11.2019Read More
TELLER
ORACLE & ORANGE GROVE WELLS FARGO BANK N.A.
12.2016 - 11.2018Read More
PIMA COMMUNITY COLLEGE
from BUSINESS OF ADMINISTRATION
Read More