Sheila Richard
Tuscaloosa
Summary
Skilled Personal Banker with an effective 10 years of experience. Noted for strong customer service skills, the ability to access customers needs and tailor options accordingly.
Overview
10
10
years of professional experience
Work History
Associate Personal Banker
Wells Fargo, NA
Tuscaloosa
03.2018 - Current
- Develop relationships with customers by providing exceptional customer service.
- Provide proper product and services according to customers needs.
- Open and close accounts, submit credit applications, and complete customers request.
- Follow policies and procedures in accordance with regulations.
- Assist customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
- Identify potential fraud risk.
- Cultivate relationships with partners to fulfill or provide appropriate referrals for clients.
- Build strong rapport with new and existing clients to better serve financial needs.
Customer Service & Sales Representative
Wells Fargo, NA
Tuscaloosa
07.2015 - 03.2018
- Develop relationships with customers by providing exceptional customer service.
- Provide proper product and services according to customers needs.
- Open and close accounts, submit credit applications, and complete customers request.
- Follow policies and procedures in accordance with regulations.
- Assist customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
- Identify potential fraud risk.
- Cultivate relationships with partners to fulfill or provide appropriate referrals for clients.
- Build strong rapport with new and existing clients to better serve financial needs.
Education
University of Alabama
ALAccomplishments
- Golden Spoke Award recipient in 2019
- Wells Fargo Ambassador
Timeline
Associate Personal Banker
Wells Fargo, NA
03.2018 - Current
Customer Service & Sales Representative
Wells Fargo, NA
07.2015 - 03.2018
University of Alabama