Strategic banking professional specializing in revenue generation and client portfolio management. Expertise in financial analysis and operational efficiency within regulated environments. Proven skills in Business Administration and relationship management enhance organizational success.
Overview
4
4
years of professional experience
Work History
Personal Banker
Wells Fargo
01.2022 - 01.2024
Exceeded sales targets through strategic relationship building and needs-based product recommendations, while maintaining customer satisfaction scores across all service interactions.
Developed financial wellness plans for clients, offering retirement planning and investment guidance that enhanced customer loyalty and portfolio retention.
Processed high-volume financial transactions accurately during peak periods, ensuring regulatory compliance and minimizing risk.
Aftercare Counselor
Forest Park Elementary School
01.2020 - 01.2023
Structured daily programming to promote positive youth development, incorporating educational activities and behavioral reinforcement systems aligned with school-wide objectives.
Mediated student conflicts and implemented restorative justice practices, reducing behavioral incidents and teaching social-emotional skills and peer communication strategies.
Facilitated small-group tutoring sessions, adapting instructional methods to diverse learning styles and improving academic comprehension and assignment completion rates.
Education
Bachelor's - Business Administration
Walden University
Minneapolis, MN
01.2025
Associate of Arts - Business Administration and Management
Palm Beach State College
Lake Worth, FL
05-2020
Skills
Loans
Credit analysis
Financial analysis
Risk assessment
Regulatory compliance
Transaction processing
Customer relationship management
Client needs assessment
Sales strategies
Relationship management
Timeline
Personal Banker
Wells Fargo
01.2022 - 01.2024
Aftercare Counselor
Forest Park Elementary School
01.2020 - 01.2023
Bachelor's - Business Administration
Walden University
Associate of Arts - Business Administration and Management