Reginae Tree
Des Moines
Summary
Dynamic and attentive Relationship Banker specialize in retail banking, customer service, and account management. Driven to help clients make financial decisions. Knowledgeable of branch operations and financial products to best support company and customers. Hold Life Insurance,SIE,Series 6, Series 63 license.
Overview
2
2
years of professional experience
Work History
Relationship Banker
Wells Fargo Bank, N.A.
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.
- Collaborate with branch partners to improve overall performance.
Personal Banker
Wells Fargo
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.
Education
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, Business Advocate, Branch Lead Designee
Timeline
Relationship Banker
Wells Fargo Bank, N.A.
08.2023 - Current
Personal Banker
Wells Fargo
04.2022 - 08.2023
High School Diploma -
East High School
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