Nichole Saray
Austin,
Summary
Experienced banker with years of expertise in providing exceptional financial services and relationship management. Proficient in educating customers about various investment options, financial planning, and helping them make informed decisions to secure their financial future. Dedicated to delivering personalized customer service and fostering long-term partnerships that drive financial success.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Relationship Banker
Wells Fargo
10.2022 - Current
- Educated clients on financial planning, investment options, banking services, and how these aligned with their financial objectives.
- Worked closely with financial advisors to deliver comprehensive financial advice, facilitating seamless transitions for clients from basic banking to more complex financial services.
- Ensured compliance with industry regulations, internal banking policies, and ethical standards when offering financial advice and referring clients.
- Led branch huddles to educate and create awareness among branch staff about identifying and engaging the right clients for investment opportunities.
Associate Banker
Wells Fargo
08.2021 - 10.2022
- Provided financial guidance on budgeting, saving, and other personal finance topics to help customers manage their financial goals.
- Assisted customers with inquiries related to account discrepancies, transaction errors, fraudulent activities, investigating and resolving issues as needed.
Personal Banker
Frost Bank
03.2021 - 08.2021
- Provided exceptional service by assisting customers with account inquiries, transactions, and resolving any banking issues.
- Opened, closed, and managed checking, savings, and business accounts.
- Reconciled cash drawers and prepared daily reports.
Personal Banker
Wells Fargo
04.2019 - 02.2021
- Assisted customers with account opening, transactions, and inquiries.
- Educated clients on financial products, such as savings accounts, loans, and credit cards, to help them make informed financial decisions.
Teller
Chase
02.2018 - 03.2019
- Processed a high volume of daily transactions, including deposits, withdrawals, and loan payments, ensuring accuracy.
- Conducted thorough identification verification and compliance checks to mitigate fraud risk.
Education
Associate Of Arts In General Studies -
Austin Community College
Austin, TX12.2024
Certification
- Life Insurance Agent License - Texas Department of Insurance
- Securities Industry Essentials (SIE) - FINRA
- Series 6, Series 63, and Series 65 - FINRA
Timeline
Relationship Banker
Wells Fargo
10.2022 - Current
Associate Banker
Wells Fargo
08.2021 - 10.2022
Personal Banker
Frost Bank
03.2021 - 08.2021
Personal Banker
Wells Fargo
04.2019 - 02.2021
Teller
Chase
02.2018 - 03.2019
Associate Of Arts In General Studies -
Austin Community College
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