Sarai Fogg
Anchorage
Summary
Accomplished Relationship Banker fully licensed at Wells Fargo Bank N.A., adept in relationship building and financial restructuring. Leveraged strong analytical thinking and credit knowledge to expand customer relationships, ensuring compliance and risk management. Excelled in partnership management significantly enhancing client trust and loyalty.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Relationship Banker
Wells Fargo Bank N.A.
04.2022 - Current
- Strengthened client relationships by providing personalized banking solutions and excellent customer service
- Sourcing, acquiring, establishing, and building on new and current relationships by utilizing outreach and managing over ten calls daily and pre-planning appointments with partners
- Uncover client needs and show the benefit of products and services to add value to the relationship, or expand the conversation and recommend speaking to partners and set meetings to help the client succeed financially
- Proactively maintained a close partnership with Financial Advisor to enhance customer needs are met and guided transition in conversation
- Knowledge and strong understanding of compliance, risk management and loss prevention by utilizing resources
- Developed strong rapport with local businesses, positioning the bank as a preferred partner for commercial banking services
- Implemented strategies to increase customer retention, enabling investment growth opportunities. Utilizing multiple systems; CRV, SVP, and Dashboard by holding weekly meetings for strategizing and growth monitoring and tracking
Personal Banker/Program Analyst
Wells Fargo Bank N.A.
02.2018 - 04.2022
- Handled complex transactions to resolve client issues across multiple systems
- Increased customer relationships by proactively introducing correct partner specialist to assist based on client need
- Networked to increase client base and encourage clients to expand financial priorities by utilizing CRV and setting appointments
Regional Banker
Wells Fargo N.A.
09.2017 - 02.2018
- Introducing, maintaining, and servicing products and services when a need is identified with the goal of gaining 100% of the customers trust and loyalty to expand relationship
- Traveled throughout Alaska, and worked in several retail branches working with a wide range of management and personality types
- Greatly expanded network of business partners and clients
Skills
Presentation
Credit Knowledge
Relationship Building
Financial Restructuring
Partnership Management
Strong Analytical Thinking
Banking Operational Knowledge
Conflict Resolution Techniques
Certification
- Series Seven
Life Insurance | SIE | 7 | 66
08.2022
Highlights
- Notary Public
- Mobile Specialist
- Business Advocate
- Service Manager Development program
- Virtual Employee Impact Team Leadership Board
Communications Chair
Site Leader Coordinator for Alaska
Managing over 8000 members
01/2022- 01/2024
Timeline
Relationship Banker
Wells Fargo Bank N.A.
04.2022 - Current
Personal Banker/Program Analyst
Wells Fargo Bank N.A.
02.2018 - 04.2022
Regional Banker
Wells Fargo N.A.
09.2017 - 02.2018
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