RICARDO WILSON
Hemet,CA
Summary
Organized financial professional aiming to fulfill Personal Banker role within dynamic team. Driven to bring value through extended knowledge of financial products, services and branch operations.
Overview
20
20
years of professional experience
Work History
Personal Banker
Wells Fargo & Company
Menifee, CA
07.2004 - Current
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Promoted financial products by maintaining excellent service offering knowledge.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Expanded client base by promoting new financial products.
- Achieved consistent recognition as top sales performer.
Client Financial Analyst
Citibank
Martinez, CA
10.2002 - 07.2004
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts.
- Reviewed financial reports and streamlined operations to increase productivity and company profits.
Education
Some College (No Degree) - Computational Science
California State University - East Bay
Hayward, CAAssociate of Science - Business Administration
Erie Community College
Buffalo, NY05.1998
High School Diploma -
Sweet Home Senior High School
Amherst, NY06.1991
Skills
- Financial Optimization
- Personal Advising
- Issue Resolution
- Portfolio Assessment
- Cross-Selling and Upselling
- Opportunity Identification
Timeline
Personal Banker
Wells Fargo & Company
07.2004 - Current
Client Financial Analyst
Citibank
10.2002 - 07.2004
Some College (No Degree) - Computational Science
California State University - East Bay
Associate of Science - Business Administration
Erie Community College
High School Diploma -
Sweet Home Senior High School
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