Sequoia Edwards
Elkton,United States
Summary
Skilled Personal Banker with effective background in financial services industry. Noted for strong client service skills, ability to assess customer needs and tailor banking solutions accordingly. Demonstrates prowess in cross-selling banking products and services, establishing long term client relationships, and contributing to business growth. Committed to maintaining up-to-date knowledge on banking products, trends, and regulations.
Overview
8
8
years of professional experience
Work History
Personal Banker
Wells Fargo
, DE
11.2022 - Current
- Managed and deepened client relationships by providing personalized financial solutions and advice.
- Build relationships with partners to provide specialized support to clients with optimal financial solutions.
- Adhere to operational standards, promoting security, risk management and compliance.
- Complete daily pipeline management, appointments and outreach by in a timely manor utilizing relationship management tools.
- Utilize problem solving, communication skills and a working knowledge of policy and procedure to resolve customer inquiries and complaints.
- Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
- Resolved customer inquiries and complaints, ensuring satisfaction and compliance with banking regulations.
- Mitigate risk by assessing risk factors when making decisions related to teller and platform transactions. Supporting branch in a leadership role as a transaction approver and lead designee, with accuracy and adherence to policies and procedures.
- Currently Notary of DE , Loan Originator, Small Business Advocate, Transaction Approver, Lead designee, SIE certification and NMLS certified.
Bank Teller
Wells Fargo
Middletown, DE
08.2021 - 11.2022
- Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
- Welcomed customers and offered pleasant service during entire transaction.
- Maintained confidentiality of bank records and client information.
- Used a strong knowledge of banking products and services to confidently educate customers about features and benefits.
- Delivered exceptional service to customers in person or over telephone.
- Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
- Trained employees on cash drawer operation.
- Promoted to personal banker.
Pharmacy Technician
CVS Pharmacy
Hockessin, DE
07.2018 - 08.2021
- Created new customer profiles and updated demographics, allergies and new medications in pharmacy computer systems accurately.
- Mass data entry in flu clinics.
- Assisted pharmacist with clearing high volume of prescriptions and responded to customer questions.
- Maintained strict patient confidentiality to adhere to HIPAA regulations and avoid data compromises.
- Efficiently processed cash register transactions for new and refilled prescription orders.
- Managed inventories, rotated stock, removed expired or damaged drug products and resolved discrepancies in drug counts.
- Input data and filed patient documentation, updating records in system with insurance carrier changes and allergy information.
- Worked with insurance companies to process claims, resolve problems and obtain payments.
- Received and verified daily incoming drug inventories, reported discrepancies and logged items into inventory system.
- Trained new colleges on various computer systems.
Cashier
Walmart
Elkton, MD
07.2017 - 03.2018
- Operated cash register, collected payments and provided accurate change.
- Assisted customers find specific products, answered questions and offered product advice.
- Processed sales transactions to prevent long customer wait times.
- Trained new team members in cash register operations.
- Greeted customers and answered any questions they had about the store's products and services.
Education
Bachelor of Science - Business Administration
Southern New Hampshire University
Hooksett, NH01-2028
High School Diploma -
Elkton High School
Elkton, MD06.2017
Skills
- Microsoft Office
- Risk Management
- NMLS licensed
- Loan originator
- Regulatory compliance
- Organizational Skills
- Strong written and verbal skills
- Financial Industry Regulatory Authority (FINRA) SIE certification
- Pursuing Series 63 and Series 65
Timeline
Personal Banker
Wells Fargo
11.2022 - Current
Bank Teller
Wells Fargo
08.2021 - 11.2022
Pharmacy Technician
CVS Pharmacy
07.2018 - 08.2021
Cashier
Walmart
07.2017 - 03.2018
Bachelor of Science - Business Administration
Southern New Hampshire University
High School Diploma -
Elkton High School