O’SHAE YOUNG
Laveen,AZ
Overview
15
15
years of professional experience
Work History
Senior Commercial Relationship Manager
Wells Fargo Bank
Oakland, CA
02.2020 - Current
- Manage commercial clients with annual sales ranging from $10 million to $75 million
- Assist businesses in growing by offering a variety of bank products tailored to their needs
- Provide expert relationship management ensuring high client satisfaction and retention
- Handle all commercial clients located in the Oakland, CA region, building and maintaining strong customer relations
- Built relationships with customers and community to establish long-term business growth.
- Facilitated business by implementing practical networking techniques.
- Implemented systems and procedures to increase sales.
Business Relationship Specialist
Wells Fargo Bank
Phoenix, AZ
01.2010 - 02.2020
- Managed the full business relationship for 350 customers with annual gross sales of $1 million to $5 million
- Identified cash deficiencies by reviewing business tax returns and partnering with different segments of the bank
- Facilitated lending up to $1 million.
- Assisted customers with opening accounts and signing up for new services.
- Built partnerships with diverse internal teams and sales, finance, and operations departments to streamline processes.
- Managed customer relations on ongoing basis to maximize customer retention.
- Evaluated client needs and developed tailored solutions to increase positive customer ratings.
Business Banking Advisory Specialist
Wells Fargo
- Communicated with business customers to conduct preliminary financial needs assessments to fully understand their objectives, strategies, and challenges
- Acted as a business partner in providing necessary tools and resources to help uncover additional needs and services.
- Helped clients make informed decisions about financial future.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
Service Manager
Wells Fargo
- Organized, trained, and coached a successful sales team through staff development as a competitive advantage
- Ensured compliance with audit and operational regulations, policies, and guidelines.
- Monitored team performance, adhered to service level agreements (SLAs) and provided detailed job training.
- Monitored service staff performance and provided feedback for improvement.
- Implemented strategies to increase customer service satisfaction ratings.
- Developed and maintained positive relationships with customers to build rapport and trust.
Education
Bachelor Of Science in Business Management Specializing in Human Resources -
University of Phoenix
12.2019
Skills
- Relationship review process
- Account Management
- Customer Service
- Excellent Communication
- Qualifying Customers
- Client Engagement
Summary
Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Timeline
Senior Commercial Relationship Manager
Wells Fargo Bank
02.2020 - Current
Business Relationship Specialist
Wells Fargo Bank
01.2010 - 02.2020
Business Banking Advisory Specialist
Wells Fargo
Service Manager
Wells Fargo
Bachelor Of Science in Business Management Specializing in Human Resources -
University of Phoenix
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