Shannon Jackson
Awendaw,SC
Summary
Dynamic and results-oriented professional with extensive experience at Wells Fargo & Company, specializing in relationship building and financial services. Excelled in customer satisfaction and sales, leveraging problem-solving abilities and banking operations knowledge to exceed client expectations. Proven track record in fostering long-lasting client relationships and enhancing financial decision-making. Business-minded Job Title bringing extensive years of providing financial services to customers. Knowledgeable with keen eye for identifying financial needs and providing appropriate solutions. Respectful with sharp focus on customer research and informed discussions.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Relationship Banker
Wells Fargo & Company
Mount Pleasant, SC
06.2017 - Current
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Cultivated strong customer relationships by providing tailored advice and services.
- Conducted comprehensive financial reviews for clients, resulting in more informed decision-making and better risk management.
Personal Banker
Wells Fargo & Company
Mount Pleasant, SC
10.2013 - 10.2015
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Teller
Wells Fargo & Company
Mount Pleasant, SC
05.2013 - 10.2013
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Cultivated strong customer relationships by providing tailored advice and services.
- Conducted comprehensive financial reviews for clients, resulting in more informed decision-making and better risk management.
Education
Trident Technical College
Charleston, SCSkills
- Relationship building and management
- Customer Service-Oriented
- Sales expertise
- Financial Services
- Loss Prevention
- Banking operations knowledge
- Teamwork and Collaboration
- Problem-solving abilities
Certification
SC Insurance license
Series 6
Series 63
Series 65
Timeline
Relationship Banker
Wells Fargo & Company
06.2017 - Current
Personal Banker
Wells Fargo & Company
10.2013 - 10.2015
Teller
Wells Fargo & Company
05.2013 - 10.2013
Trident Technical College