Ramah Sanni
Meriden,CT
Summary
Financial professional with extensive experience at Wells Fargo Bank, specializing in portfolio management and client acquisition. Achieved $76 million in investments while enhancing client relationships through proactive engagement. Demonstrated leadership and strong decision-making skills that drive team performance and ensure compliance with banking regulations.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Premier Banker
Wells Fargo Bank
Madison, USA
02.2024 - Current
- Partner with financial advisors and lending teams to execute financial plans; closed $76M in investments, increased new money deposit value to $900M+ and $58M in loans and lines of credit to date.
- Managed portfolio for affluent clients and businesses; achieved 92% successful onboarding and upgrade to qualified premier relationship in 18 months.
- Structure financial plans through needs assessments and goal-based analysis, identify investment opportunities and optimize money management.
- Deepened client relationships through proactive outreach and quarterly reviews, enhancing engagement.
- Led and coached bankers, enhancing team effectiveness and driving branch performance.
Relationship Banker
JPMorgan Chase Bank
Hartford, USA
01.2019 - 01.2024
- Consistently exceeded sales targets, driving double-digit growth in deposits and investments.
- Exceeded acquisition and retention goals through new account openings and cross-selling.
- Recognized as a Top Performer for surpassing sales and retention metrics.
- Built strong client relationships through proactive account servicing and regular engagement.
- Guided clients in selecting suitable investment strategies by presenting tailored banking products and advisory services.
Operations Specialist
United Bank
New Haven, USA
01.2017 - 01.2019
- Oversaw branch P&L and budget in partnership with leadership, achieving 15% reduction in operating costs while performing rigorous general ledger reconciliations, cash management, and internal audits to mitigate financial discrepancies and risk.
- Implemented efficient workflows and standard operating procedures, leading to 20% increase in branch productivity and reduced operational friction.
- Directed all facets of branch operations, ensuring seamless daily execution and strict adherence to Internal Controls, BSA/AML regulations, and corporate governance policies.
- Developed training programs focused on operational accuracy and customer experience, elevating team performance and service scores.
Education
Master’s Degree - Human Resource Management
Association of Business Executives
UKBachelor’s Degree - Human Resource Management
Association of Business Executives
UKSkills
- Mortgage lending
- Portfolio management
- Financial planning
- Client acquisition
- Investment strategy
- Asset allocation
- Credit structuring
- Credit management
- Regulatory compliance
- Compliance expertise
- Risk assessment
- Wealth strategies
- Retirement planning
- Private banking services
- Business development
- Client management
- Client service optimization
- Business analysis
- Team leadership
- Effective communication
- Decision making
- Problem solving
- Relationship management
- Banking regulations
- Estate planning strategies
- Wealth strategies
Websites
Certification
- FINRA Series 65, 63, 66, SIE
- Life & Health Insurance License
Recognition
- Top Performer Awards for exceeding sales and loan targets
- Recognized for client trust and retention
- Mentor and train junior bankers
Timeline
Senior Premier Banker
Wells Fargo Bank
02.2024 - Current
Relationship Banker
JPMorgan Chase Bank
01.2019 - 01.2024
Operations Specialist
United Bank
01.2017 - 01.2019
Master’s Degree - Human Resource Management
Association of Business Executives
Bachelor’s Degree - Human Resource Management
Association of Business Executives