Maryam Acker
Atlanta,GA
Summary
Results-driven candidate experienced in financial statement review, auditing and reporting. Meticulous, conscientious and methodical in approach. Organized and dependable employee successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
6
6
years of professional experience
Work History
Employment Regional Banking Manager
Wells Fargo Bank
02.2022 - Current
- Identified and prepared staff for opportunities to reduce errors in relation to audit risks and excelled in passing random audits
- Served as a resource and subject matter expert for bank tellers and bankers by assisting with complex transactions, high authority transactions, and policy-related inquires
- Collaborated with local and regional leadership to evaluate the branch’s performance then identified solutions to strategically optimize the customer’s experience and grow new and existing relationships.
Relationship Banker
Wells Fargo Bank
01.2018 - 02.2022
- Built relationships with banking customers by asking discovery questions, performed financial wellness checks and account analysis to evaluate banking needs
- Performed loan and member service activities, including assisting members with loan and credit applications, opening and managing accounts
- Refer clients to our partners if detected the client needs a Financial Advisor or Mortgage Rep
- Performed proactive outreach to bring in Affluent clientele working closely with the affluent demographic and assistance in retirement planning and investments
Education
Bachelor of Science - Psychology
Georgia State University
12.2023
Skills
- SKILLS AND ABILITIES
- Prioritization & Problem Solving
- Financial Analysis & Reporting
- Organized & Resourceful
- Process Improvement
- Excellent Customer Service
- Loan Origination
- Data Analysis
- Build Customer Relationships
- Remote Video Conferencing
- Management, Oversight & Accountability
- Training & Development
- Cost & Budget Analysis
- Flexibility & Adaptability
- Sales & Revenue Growth
- Regulatory Compliance
- Account Retention
- Strategic and Financial Planning
- Risk Assessment and Classification
- Excellent Team Leadership
Additional Information
- Securities Industry Essentials Exam, Series 6 & 63, Insurance License Variable and Annuity
Volunteer Activities
Group Therapist for Women’s Resource Center for Domestic Violence
Timeline
Employment Regional Banking Manager
Wells Fargo Bank
02.2022 - Current
Relationship Banker
Wells Fargo Bank
01.2018 - 02.2022
Bachelor of Science - Psychology
Georgia State University
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