Stewart Sanders
Kirkland,WA
Summary
Financial professional with 14 years of expertise in financial analysis, relationship building, and investment strategies. Proven track record in acquiring and managing affluent clients, providing tailored financial solutions, and ensuring compliance with regulations. Demonstrated strong team leadership and time management skills through actively coaching multiple branch teams. FINRA series 7, 65, 63, 6 licensed and Life, Health & Variable insurance licensed.
Overview
10
10
years of professional experience
Work History
Senior Premier Banker
Wells Fargo Bank
Bothell, WA
09.2017 - Current
- Proactively acquired new affluent clients and deepened existing relationships through outreach and appointments.
- Maintained a deep knowledge and understanding of banking, credit, and investment financial solutions and services.
- Gathered information directly from clients regarding their income, assets, investments, and credit, then analyzed this information, recommending tailored solutions to meet complex needs and goals.
- Understood and managed risk by following policies and procedures to ensure compliance with applicable laws, rules, and regulations.
- Exercised independent judgment in managing client relationships through regular meetings to review financial condition and goals, and provided advice around banking services and options to meet changing circumstances.
- Have been an active team member at multiple branch locations, including regular coaching and guidance to other branch employees.
Relationship Banker
Wells Fargo Bank
Kirkland, WA
07.2014 - 09.2017
- Built relationships with customers and took time understanding their financial needs.
- Identified opportunities for offering banking deposit and credit products based on individual customer needs.
- Opened and serviced accounts, created follow-up schedule to maintain and grow relationships.
- Identified opportunities to leverage partners and connect customers with the appropriate partner or relationship manager.
- Partnered with the wealth management team to better understand and address the needs of affluent clients.
Education
Bachelor of Science - Economics
Washington State University
08-2026
Skills
- Financial Analysis
- Relationship Building
- Investment Strategies
- Credit Solutions
- Team Leadership
- Client Management
Timeline
Senior Premier Banker
Wells Fargo Bank
09.2017 - Current
Relationship Banker
Wells Fargo Bank
07.2014 - 09.2017
Bachelor of Science - Economics
Washington State University