Shirali Patel
Cumming,GA
Summary
Commercial Banking Professional with 20+years of strong record in building and managing relationships across business, consumer, and high‑net‑worth segments.
Known for driving portfolio growth, improving client satisfaction, and delivering comprehensive banking solutions through strategic problem‑solving and proactive client engagement.
Demonstrates strict adherence to regulatory standards and a commitment to ethical banking practices.
Highly collaborative team player who partners effectively with peers, management, and cross‑functional stakeholders to support evolving client needs.
Detail‑oriented, organized, and recognized for strong communication and critical‑thinking abilities.
Overview
21
21
years of professional experience
Work History
Business Relationship Support Specialist
Wells Fargo
Atlanta, Georgia
05.2022 - Current
- Manage a portfolio of Middle Market and Mid-Corporate clients, serving as a trusted advisor and primary point of contact for treasury, credit, onboarding, and ongoing relationship management needs.
- Build and maintain strong client relationships through proactive engagement, strategic discussions, and a deep understanding of each client's business objectives and financial priorities.
- Identified opportunities to deepen client relationships by uncovering evolving needs and aligning clients with tailored banking, treasury management, and credit solutions, resulting in enhanced client satisfaction.
- Partnered with Relationship Managers to support complex transactions and deliver comprehensive financial solutions, improving client service for clients with significant operating exposure.
- Resolved client concerns and navigated complex service issues with a consultative, solution-oriented approach, ensuring a best-in-class client experience.
- Collaborated with treasury management, portfolio management, and cross-functional partners to deliver seamless execution and support portfolio growth.
- Leveraged expertise in Treasury Management products and services to provide insights that enhanced client engagement and retention, fostering long-term relationship development.
Business Banker
Wells Fargo Bank
Roswell, Georgia
08.2018 - 05.2022
- Managed a portfolio of small business and high-net-worth clients, providing consultative financial guidance and delivering tailored banking solutions to support business growth and client objectives.
- Drove portfolio growth and relationship deepening through proactive outreach, strategic account management, and ongoing engagement with existing and prospective clients.
- Prioritized and expanded interactions with core small business clients, addressing complex financial needs and identifying opportunities to enhance client relationships.
- Analyzed client challenges and financial needs, recommending customized solutions to improve operational efficiency, cash flow management, and overall financial performance.
- Collaborated with cross-functional partners, including Merchant Services, Payroll, Treasury Management, and Business Banking specialists, to deliver comprehensive solutions and exceptional client experiences.
- Coached and mentored team members on identifying client opportunities, strengthening referral generation, and enhancing relationship-building strategies.
- Developed and maintained a strong network of Centers of Influence (COIs) through community involvement, business development initiatives, and professional networking activities.
- Ensured adherence to risk management frameworks, regulatory requirements, and bank policies while maintaining a strong commitment to client service and sound banking practices.
- Consistently strengthened client loyalty and retention by delivering personalized service, proactive problem resolution, and trusted financial advice.
Personal Banker II/ Business Advocate
Wells Fargo
Roswell
02.2013 - 08.2018
- Meeting needs and expectations of clients by servicing, promoting, and
- recommending bank products and services, increasing deposits and
- maintaining and expanding client relationships.
- Helped customers open and close accounts, apply for loans and make
- sound financial decisions.
- Met with clients to facilitate budget management and financial guidance.
- Partnered with loan and mortgage officers and business partners for
- merchant and payroll services to provide clients with optimal financial
- solutions.
- Identified which company offerings would best meet customer needs and provided additional details about pricing and support.
Personal Banker I
Wells Fargo
Houston, Texas
06.2011 - 02.2013
- Exceed challenging sales and referral goals by proactively recommendingproducts and services.
- Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
- Exceed challenging sales and referral goals by proactively recommending products and services.
- Executed wire transfers of funds in compliance with banking best practices.
- Maintained customer data confidentiality while inputting information into system.
- Maximized branch revenue by optimizing daily operations.
Branch Teller
Wells Fargo
Houston, TX
06.2009 - 06.2011
- Delivered exceptional customer service by assisting clients with a wide range of banking transactions and account-related inquiries.
- Processed high-volume cash transactions, loan payments, cashier's checks, money orders, traveler's checks, and savings bonds with accuracy and attention to detail.
- Maintained accountability for cash drawer balancing and vault management, ensuring compliance with operational controls and cash-handling procedures.
- Consistently met and exceeded sales and referral goals by identifying client needs and recommending appropriate banking products and services.
- Built strong client relationships through professional, knowledgeable service and proactive identification of financial solutions.
- Exercised strong risk management practices by identifying potential fraud, mitigating transaction risks, and escalating concerns when appropriate.
- Adhered to bank policies, regulatory requirements, and data privacy standards to safeguard customer information and prevent misuse.
- Supported branch growth by contributing to customer acquisition, relationship development, and increased product adoption.
Assistant Manager
WoodForest National Bank
Houston, TX
04.2005 - 05.2009
- Led, coached, and motivated a team of 10 employees, fostering a high-performance culture focused on client service, operational excellence, and achievement of business goals.
- Partnered with branch leadership to develop and execute strategies that supported sales growth, profitability, and customer satisfaction objectives.
- Delegated daily responsibilities and managed workforce scheduling to optimize productivity, service levels, and branch efficiency.
- Trained and onboarded new employees, providing ongoing coaching and performance feedback to strengthen team capabilities and enhance service delivery.
- Managed branch operations, including cash controls, deposits, vault balancing, and transaction monitoring, ensuring accuracy and compliance with bank policies.
- Oversaw inventory and operational controls, conducting audits and implementing processes to minimize losses, control costs, and support business needs.
- Supervised receiving, stockroom, and cash-handling activities, identifying opportunities to improve operational efficiency and reduce shrinkage.
- Built strong customer relationships by resolving complex issues, understanding client needs, and delivering customized solutions that enhanced the customer experience.
- Supported performance management initiatives by assisting with employee evaluations, development planning, and continuous improvement efforts.
- Maintained strict adherence to regulatory, operational, and risk management standards to safeguard assets and ensure compliance.
Education
Associate of Business Administration -
University of Houston
Houston, TXStephen F Austin High School
Sugar Land, TXSkills
- Treasury management
- Financial solutions
- Regulatory compliance
- Portfolio growth
- Relationship management
- Customer retention
- Cross-functional collaboration
- Strategic thinking
- Problem solving
- Effective communication
- Financial software
Languages
- English
- Gujarati
- Hindi
Timeline
Business Relationship Support Specialist
Wells Fargo
05.2022 - Current
Business Banker
Wells Fargo Bank
08.2018 - 05.2022
Personal Banker II/ Business Advocate
Wells Fargo
02.2013 - 08.2018
Personal Banker I
Wells Fargo
06.2011 - 02.2013
Branch Teller
Wells Fargo
06.2009 - 06.2011
Assistant Manager
WoodForest National Bank
04.2005 - 05.2009
Associate of Business Administration -
University of Houston
Stephen F Austin High School