Reginae Tree
Des Moines,IA
Summary
Dynamic and attentive Relationship Banker specializes in retail banking, customer service and account management. Driven to help clients make responsible and financially beneficial decisions. Knowledgeable of branch operations and financial products to best support company and customers. Hold Life Insurance,SIE,Series 6, Series 63, and Series 65.
Overview
6
6
years of professional experience
Work History
Relationship Banker
Wells Fargo Bank, N.A.
Des Moines, IA
08.2023 - Current
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
Personal Banker
Wells Fargo
Clive, IA
04.2022 - 08.2023
- Open and service customer accounts within authorized limits, create customer follow ups and schedule contact events with customers
- Interact with customers to demonstrate care and build relationships
- Offer financial services to customers
- Identify opportunities to present partners and connect with customers the appropriate partner or relationship manager to meet their needs.
Teller
Wells Fargo
Clive, IA
12.2017 - 04.2022
- Customer service focus with experience handling complex transactions across multiple systems
- Proactively sourcing, acquiring, building, and maintaining relationships with customers and colleague
- Exercise judgment, raise questions to management, and adhere to policy guidelines.
Education
Accounting Specialist AAS -
Des Moines Area Community College
02.2024
High School Diploma -
East High School
05.2016
Skills
- Strong verbal, written, and interpersonal communication skills
- Proficient with industry software such as Teller view, CRV, SVP, OIB, Salesforce, and Workday
- High attention to detail
- Word, Excel, Outlook, PowerPoint
- Strong individual contributor who also thrives in a team environment
- Mobile Specialist and Business Advocate
References
- Jodi Madsen, Current Manager, 515-237-5283
- Angie Jimenez, Previous Manager, 515-237-5886
Timeline
Relationship Banker
Wells Fargo Bank, N.A.
08.2023 - Current
Personal Banker
Wells Fargo
04.2022 - 08.2023
Teller
Wells Fargo
12.2017 - 04.2022
Accounting Specialist AAS -
Des Moines Area Community College
High School Diploma -
East High School
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