Adept at navigating complex client relationships and enhancing satisfaction, I leveraged active learning and open-mindedness to resolve critical issues at Wells Fargo, boosting client retention. My experience spans from relationship advising to loan processing, showcasing a blend of empathy and analytical prowess, with a track record of exceeding deadlines and expectations.
Helped couples to navigate through relationship problems to ensure the relationship becomes stable and holistic
Identified and understands my clients needs.
help clients through difficult decisions, helping them cope with decisions once it's made.
offered clients/ couples guidance and advice on matters of the heart that mattered most to them.