Spencer Dolence
Wheeling,WV
Summary
Experienced Senior Licensed Personal Banker with a proven track record of building strong client relationships and exceeding sales targets. Skilled in financial advising, account management, and providing excellent customer service.
Overview
6
6
years of professional experience
Work History
Senior Licensed Personal Banker
WesBanco
Wheeling, WV
10.2021 - Current
- Developed relationships with customers by providing individualized service in order to identify opportunities for cross-selling bank products.
- Assisted customers with opening new accounts, such as checking and savings accounts, certificates of deposit, money market accounts, and IRA's.
- Provided comprehensive financial advice and services to customers, including investments, mortgages, and insurance products.
Universal Banker
WesBanco
Wheeling, WV
05.2019 - 10.2021
- Explained banking products and services such as checking accounts, savings accounts, loans and credit cards to potential customers.
- Processed deposits, withdrawals, loan payments and other financial transactions.
- Maintained records of customer interactions and transactions in accordance with bank policies.
Sales Associate
Cabela's
Wheeling, WV
05.2018 - 09.2024
- Built relationships with customers to encourage repeat business.
- Maintained up-to-date knowledge of store merchandise and policies.
- Conducted inventories on a regular basis to track stock levels.
Education
Bachelor’s Degree - Finance
West Liberty University
West Liberty, WV12-2021
High School Diploma -
Wheeling Central Catholic High School
Wheeling05-2017
Skills
- Customer Relationship Development
- Financial Planning Expertise
- Verbal And Written Communication
- Planning And Analysis
- Financial Product Expertise
- Consultative Sales
- Data Analytics
- Strategic Planning
Timeline
Senior Licensed Personal Banker
WesBanco
10.2021 - Current
Universal Banker
WesBanco
05.2019 - 10.2021
Sales Associate
Cabela's
05.2018 - 09.2024
Bachelor’s Degree - Finance
West Liberty University
High School Diploma -
Wheeling Central Catholic High School
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