SCOTT BOWMAN
Senior Healthcare Relationship Manager
Mesa,AZ
Summary
Accomplished and customer centric banking professional with extensive background in managing both small business and affluent household relationships. Demonstrates strong ability to drive results through effective client-focused discovery. Recognized for successfully retaining and organically growing client base by significant margins over a 21-year financial career at Wells Fargo.
Overview
22
22
years of professional experience
Work History
Senior Healthcare Industry Relationship Manager
Wells Fargo Bank, N.A.
03.2020 - Current
- Built and maintained over 200 Healthcare relationships while providing high level of industry expertise.
- Effectively partnered with other business lines to boost client portfolio growth and identify opportunities through detailed needs analysis.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
Regional Business Relationship Manager
Wells Fargo Bank, N.A.
08.2016 - 03.2020
- Communicated regularly with a book of over 200 clients to understand needs, evaluate current product use and cross-sell new products.
- Identified new business opportunities through quarterly contact with existing clients, networking with centers of influence, and effective partnerships with internal business lines.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Coordinated regular meetings with clients and internal business partners to discuss products and services resulting in increased efficiency and cost savings.
Licensed Banker
Wells Fargo Advisors
05.2006 - 05.2017
- Assisted customers in navigating complex financial decisions, offering expert advice on loan products and investment opportunities.
- Coordinated with other departments to resolve customer inquiries efficiently, ensuring seamless communication throughout the organization.
- Promoted a culture of continuous learning within the branch, encouraging team members to stay current on industry trends and developments.
- Conducted regular reviews of customer accounts to identify potential growth opportunities and address any concerns or discrepancies.
Regional Bank Private Banker
Wells Fargo Bank, N.A.
08.2012 - 08.2016
- Managed a book of more than 250 High-Net-Worth clients in developing financial goals and strategies, empowering them to make informed decisions about their wealth management.
- Conducted comprehensive financial reviews with clients, identifying opportunities for wealth optimization.
- Maintained an up-to-date knowledge of industry trends and developments, proactively applying insights to enhance client outcomes.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
Registered Personal Banker II
Wells Fargo Bank, N.A.
08.2008 - 08.2012
- Assisted in developing targeted marketing strategies, resulting in increased new account acquisitions.
- Managed risk effectively by adhering to compliance regulations during daily operations and client interactions.
- Conducted comprehensive portfolio reviews to identify opportunities for growth and risk mitigation.
- Optimized branch operations by implementing process improvements that reduced wait times and enhanced the customer experience.
- Obtained Series 66 Certification in October 2008 to complete the licensed banker requirements to offer investment products.
Home Mortgage Consultant
Wells Fargo Home Mortgage
01.2007 - 08.2008
- Assessed clients' financial data to determine loan suitability.
- Advised clients on loan process and specialized topics in home purchasing such as credit management and budget planning.
- Collaborated with and facilitated communications between borrowers and realtors to obtain ideal loans for home purchases.
- Presented, explained, and processed home loan documents such as purchase agreements and closing disclosure to borrowers.
Teller/ Registered Personal Banker
Wells Fargo Bank, N.A.
01.2003 - 01.2007
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Responsible for new account acquisition and loan production.
- Routine calling efforts to build book of business.
- Offered appropriate product solutions to existing clients to deepen relationships. Obtained Series 7 Certification in May 2006 to advance career opportunities.
Education
Bachelor of Science - Marketing
Arizona State University
Tempe, AZ05-2004
Skills
- Relationship Building
- Risk Management
- Excellent Communication
- Strong Team Ethics
- Superior Customer Service
- Consistent High-Quality Work
- Eager To Learn And Grow
- Adaptable To Change
Accomplishments
- Elected to a Regional Bank Private Banker Advisory Council Board based on consistent goal achievement to mentor peers and improve relationships between Retail Branch partners and The Wealth Management/ Private Bank.
- Elected to a project panel to test and provide meaningful feedback before implementing a new client management software platform.
- Prior Participant in Volunteer events for: Feed My Starving Children (FMSC), Los Diablos Chapter at Arizona State University, Habitat For Humanity, Recreation and Athletics for Individuals with Disabilities (RAD), Saint Vincent de Paul, Ahwatukee Chamber of Commerce, Junior Achievement, and St. Mary’s Food Bank.
- Assembled and Managed a Team for the Rock & Roll Paint-A-Thon, supporting Rebuilding Together Valley of the Sun.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeWork Location
RemoteHybridImportant To Me
Career advancementWork-life balanceCompany CultureFlexible work hoursPersonal development programsHealthcare benefitsWork from home optionPaid time offTeam Building / Company RetreatsPaid sick leave401k matchStock Options / Equity / Profit Sharing4-day work weekQuote
There are two types of people who will tell you that you cannot make a difference in this world: those who are afraid to try and those who are afraid you will succeed.
Ray Goforth
Languages
English
Native or Bilingual
Interests
Golf, Travel, Sports
Timeline
Senior Healthcare Industry Relationship Manager
Wells Fargo Bank, N.A.
03.2020 - Current
Regional Business Relationship Manager
Wells Fargo Bank, N.A.
08.2016 - 03.2020
Regional Bank Private Banker
Wells Fargo Bank, N.A.
08.2012 - 08.2016
Registered Personal Banker II
Wells Fargo Bank, N.A.
08.2008 - 08.2012
Home Mortgage Consultant
Wells Fargo Home Mortgage
01.2007 - 08.2008
Licensed Banker
Wells Fargo Advisors
05.2006 - 05.2017
Teller/ Registered Personal Banker
Wells Fargo Bank, N.A.
01.2003 - 01.2007
Bachelor of Science - Marketing
Arizona State University
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