Nadia Halls
Middletown,Delaware
Summary
Results-oriented individual with a passion for continuous learning and innovation. Known for leveraging analytical thinking and creativity to solve problems and deliver high-impact solutions in fast-paced environments.
Overview
10
10
years of professional experience
Work History
Senior Premier Banker
Wells Fargo & Company
Wilmington , Delaware
07.2022 - Current
- Maintained current knowledge of relevant banking laws and regulations pertaining to consumer protection legislation.
- Collaborated closely with internal teams such as Risk Management, Compliance, and Operations when necessary.
- Identified potential sales opportunities for additional services such as investments, mortgages, loans and other products.
- Analyzed customer financial needs in order to recommend appropriate banking solutions.
- Reviewed credit applications submitted by customers for approval or denial based on established criteria.
- Performed daily audits of branch operations, including cash drawers and account reconciliations, ensuring accuracy and timeliness of completion.
- Resolved customer complaints in a timely manner, while maintaining positive relationships with clients.
- Assisted in developing marketing strategies to increase client base through referrals or cross-selling efforts.
- Educated customers on new products and services offered by the bank.
- Developed and maintained strong relationships with customers to ensure loyalty and repeat business.
- Facilitated training sessions for new employees regarding operational processes within the bank environment.
- Provided guidance and support to junior staff members on complex customer inquiries and issues.
- Ensured compliance with internal policies and procedures as well as applicable regulations.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
Chase Private Client Banker/MOD/SBS
JPMorgan Chase
Wilmington , DE
04.2020 - 07.2022
- Attended networking events and conferences regularly to promote the bank's services and build relationships.
- Created presentations for prospective clients outlining the benefits of Chase Private Client Banker services.
- Maintained accurate records of customer interactions for future reference.
- Analyzed creditworthiness of potential customers by reviewing financial statements and other relevant documents.
- Resolved customer complaints in an efficient manner while adhering to company policies and procedures.
- Assisted in onboarding new customers by verifying their identity and completing necessary paperwork.
- Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
- Promoted financial products with targeted direct mailings, in-branch selling, and outbound calls.
- Provided guidance and support to team members regarding problem resolution and customer service issues.
- Ensured compliance with established policies, procedures and regulations governing banking operations.
- Facilitated weekly meetings with staff members to discuss progress on current initiatives.
- Implemented internal control procedures to minimize risk exposure and maximize profitability.
- Monitored financial performance of the branch on a monthly basis.
- Reviewed loan applications to ensure accuracy and compliance with regulations.
- Assisted other branches when needed during peak periods or special projects.
- Participated in community events to promote brand awareness.
- Managed staff scheduling, hiring and training processes.
- Supported outside sales force in servicing and obtaining new business.
- Designed sales and service strategies to improve revenue and retention.
- Disciplined employees to encourage compliance with company policies and procedures.
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Grew business banking relationships through proactive outreach.
Relationship Banker
Wells Fargo & Company
Middletown , Delaware
07.2014 - 04.2020
- Maintained records of all customer interactions in a secure database system.
- Educated clients about various banking products available at the institution.
- Built long-term relationships with customers by providing personalized service and support.
- Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
- Provided ongoing support throughout the loan application process including answering questions about loan terms and conditions.
- Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
- Compiled new customer information to open accounts and loans, collecting and verifying necessary documentation.
- Conducted comprehensive financial needs assessments to offer tailored banking products and services.
Education
Bachelor of Science - Technical Management with a focus in Accounting
09-2018
Skills
- Customer Service
- Regulatory Compliance
- Federal lending guidelines
- Analyzing data
- Resourcefulness
- Financial processes understanding
- Statement analysis
- Loan Closing
- Risk management policies
- Professional Demeanor
- Loss Prevention
- Community Relations
- Assessing fraud potential
- Audit Support
- Team Collaboration
- Team Coaching and Training
- Creative Thinking
- Best Practices
- Mortgage lending
- Analytical Thinking
- Project Management
- Verbal and written communication
- Performance Evaluations
- Schedule Preparation
- Key Performance Indicators
- Advance Microsoft Office
Timeline
Senior Premier Banker - Wells Fargo & Company
07.2022 - Current
Chase Private Client Banker/MOD/SBS - JPMorgan Chase
04.2020 - 07.2022
Relationship Banker - Wells Fargo & Company
07.2014 - 04.2020
DeVry University - Bachelor of Science, Technical Management with a focus in Accounting
Similar Profiles
Mutombo YomboMutombo Yombo
Correspondence Agent at Wells Fargo & CompanyCorrespondence Agent at Wells Fargo & Company
Lillie KingLillie King
Premier Phone Banker at Wells Fargo & CompanyPremier Phone Banker at Wells Fargo & Company
Thomas DeBesseThomas DeBesse
Branch Banking Region Executive at Wells Fargo & CompanyBranch Banking Region Executive at Wells Fargo & Company
Ameetra ThrowerAmeetra Thrower
Senior Commercial Loan Servicing Representative at Wells Fargo & CompanySenior Commercial Loan Servicing Representative at Wells Fargo & Company
Haley MikesellHaley Mikesell
STA (Short Term Assignment) RN at Johns Hopkins HospitalSTA (Short Term Assignment) RN at Johns Hopkins Hospital