Matthew Fortune
Des Moines,IA
Summary
Seasoned professional with successful tenure at Wells Fargo. Expertise in relationship building and financial advising, consistently enhancing customer satisfaction through expert banking solutions. Demonstrated strong leadership skills by effectively leading teams, driving sales, and managing cash. Exceptional customer service skills and ability to foster long-lasting client relationships instrumental in achievements.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Relationship Banker
Wells Fargo
10.2023 - Current
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Developed and maintained strong relationships with clients, ensuring high level of satisfaction and retention.
- Built strong relationships with partners to engage customers with any financial options and maximize customer relationships in a holistic approach.
Personal Banker
Wells Fargo
07.2021 - 10.2023
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Lead Teller
Wells Fargo
10.2018 - 07.2021
- Managed cash inventory, ensuring accurate balancing of the vault and individual teller drawers daily.
- Assisted in training new tellers to ensure a consistent level of excellent service across the team.
- Supported branch management in conducting audits, demonstrating attention to detail while verifying transactional records for accuracy.
- Mentored junior tellers, fostering professional growth and improved performance within the team.
Teller
Wells Fargo
01.2017 - 10.2018
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
Education
Knoxville High School
Knoxville, IASkills
- Relationship building and management
- Customer Service-oriented
- Sales expertise
- Cash handling
- Financial services
- Money handling
- Teller support
- Creative thinking
- Banking
- Financial advising
- Loss prevention
- Teamwork and collaboration
- Active listening
Certification
FINRA SIE
FINRA SERIES 6
FINRA SERIES 63
FINRA SERIES 65
State of Iowa Health
Timeline
Relationship Banker
Wells Fargo
10.2023 - Current
Personal Banker
Wells Fargo
07.2021 - 10.2023
Lead Teller
Wells Fargo
10.2018 - 07.2021
Teller
Wells Fargo
01.2017 - 10.2018
Knoxville High School
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