Mimi Martin
Summary
Dynamic banking professional with over 10 years of experience in affluent client relationship management. Skilled in problem-solving, risk assessment, and fostering strong team collaboration to meet client needs. Skilled in analyzing customer needs to deliver tailored financial solutions.
Overview
2027
2027
years of professional experience
1
1
Certification
Work History
Senior Branch Premier Banker
Wells Fargo Bank, N.A.
Palo Alto
08.2015 - Current
- Manage and service affluent client relationships on their lending, credit and deposit needs.
- 10 years of knowledge and experience in opening, maintaining and processing consumer and business accounts and ensuring know your customer requirements are met.
- Analyzed customer financial needs in order to recommend appropriate solutions.
- Identified potential sales opportunities for additional services such as investments, mortgages, loans and other products.
- Developed and maintained strong relationships with customers to ensure loyalty and repeat business.
- Collaborate effectively with relationship team members to create a strong working relationship for the benefit of clients.
- Maintained compliance with internal policies, procedures, and applicable regulations.
Licensed Personal Banker 2
Wells Fargo
Los Altos
2014 - 2015
- Assisted customers with account inquiries and product recommendations.
- Maintained compliance with banking regulations and internal policies diligentBuilt strong relationships with clients to foster trust and loyalty in service.
- Performed financial analysis of customers' accounts to identify opportunities for cross-selling additional products and services and opportunities for referrals to mortgage, investment and business partners
Education
College of Dental Medicine
University of The Philippines
Skills
- Affluent and high net worth client relationship management
- Team collaboration
- Goal planning
- Attention to detail
- Time management
- Problem solving
- Calm under pressure
- Risk management
Certification
- Series 7
- Series 6
- Series 65
- Series 63
- California Life Insurance
- California Notary Public
- SAFE registration
Accomplishments
- Golden Spoke Awardee
Timeline
Senior Branch Premier Banker
Wells Fargo Bank, N.A.
08.2015 - Current
Licensed Personal Banker 2
Wells Fargo
2014 - 2015
College of Dental Medicine
University of The Philippines