Nathaniel Skinner
Gilbert,AZ
Summary
Experienced Premier Banker possessing expertise in managing consumer and small business relationships. Well versed in providing personalized service and management for affluent relationship clients. Adept at building and maintaining a book of business, through effective sourcing of new clients. Possesses over 7 years of financial industry experience with Series 7 and Series 66 licensure. Comfortable working as part of a wealth management team.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Premier Banker
Wells Fargo Bank, NA
2023.01 - Current
- Built book of business through successful outreach and relationship building behaviors.
- Works closely with partners, including mortgage and wealth management to ensure that client needs are being met as part of an overall affluent strategy.
- Serves as mentor and coach to colleagues, properly modeling behaviors, to ensure team cohesion
- Identifies client needs through information gathering and presents appropriate products to meet needs
- Engages in short term and long term financial planning, leveraging technology to assist clients and ensure successful completion of financial goals
- Manages and mitigates risk by identifying behaviors and transactions. Consistently leverages available resources to maintain regulatory compliance.
Relationship Banker
Wells Fargo Bank, NA
2021.07 - 2023.01
- Identified client needs through consistently executing relationship building behaviors, utilized information gathered to create personalized financial plans.
- Offered products and services to clients based on client need, needs that were identified through consistent outreach and relationship management behaviors
- Worked with partners including Small Business Lending, Home Mortgage and in branch Financial Advisor to assist clients achieve financial goals.
- Coached teller team as well as other bankers on how to successfully identify and segment clients, in order to provide high level seamless service to both emerging affluent and affluent clients.
- Managed and mitigated risk by identifying behaviors and transactions. Leveraged available resources to maintain regulatory compliance.
Personal Banker
Wells Fargo Bank, NA
2018.11 - 2021.06
- Recommended personalized services and products to clients.
- Assisted clients with simple service transactions, educated clients on digital offerings, in order to make banking more convenient and responsive.
- Managed risk and prevented loss by leveraging available resources and successfully identifying stop signs and abnormalities.
- Assisted behind teller line, maintained cash drawer and provided support and coaching to teller team.
- Worked with licensed personnel and specialty bankers to identify clients and execute segmentation strategy.
Lead Teller/Teller
Wells Fargo Bank, NA
2016.10 - 2018.11
- Managed cash drawer by successfully executing transactions and mitigated risk by engaging in proper cash handling behaviors
- Managed risk by successfully identifying transaction abnormalities and escalating to transaction approvers/leadership as needed.
- Mentored new team members and assisted with development by exhibiting appropriate behaviors
- Identified client needs through a mix of visual and verbal cues and referred clients to bankers and specialty bankers as needed.
Education
Bachelor of Science - Biology
University of Miami
Coral Gables, Florida05.2009
Skills
- Conflict Resolution Techniques
- Effective Customer Communication
- Generating Referrals
- Relationship Building
- Client Outreach
- Risk Management
- Relationship Management
- Wealth Management
- Trust Services
- Financial Planning
Certification
FINRA Series 7 and 66 Licensure
Insurance Producer License(State of Arizona)
Timeline
Premier Banker
Wells Fargo Bank, NA
2023.01 - Current
Relationship Banker
Wells Fargo Bank, NA
2021.07 - 2023.01
Personal Banker
Wells Fargo Bank, NA
2018.11 - 2021.06
Lead Teller/Teller
Wells Fargo Bank, NA
2016.10 - 2018.11
Bachelor of Science - Biology
University of Miami
FINRA Series 7 and 66 Licensure
Insurance Producer License(State of Arizona)
Similar Profiles
Frederick TulayFrederick Tulay
Commercial Banking Portfolio Associate at Wells Fargo Bank NA (Commercial Investment Bank-CIB)Commercial Banking Portfolio Associate at Wells Fargo Bank NA (Commercial Investment Bank-CIB)
GREGORY WESSONGREGORY WESSON
Systems Performance Engineer at WELLS FARGO BANK, NASystems Performance Engineer at WELLS FARGO BANK, NA
Aquilina VernonAquilina Vernon
Small Business Premier III at Wells Fargo Bank, NASmall Business Premier III at Wells Fargo Bank, NA