Thenmy Simon
Orlando,Florida
Summary
Personal Banker with over 8 years of experience in financial services, adept at enhancing client satisfaction and retention through strategic portfolio management and innovative digital banking solutions. Demonstrates strong skills in client relations, team leadership, and problem-solving, fostering a culture of continuous learning and operational efficiency. Passionate about driving client success and loyalty by developing creative financial solutions and collaborating to streamline processes. Skilled in managing new account setups and customer service operations for financial institutions. Have experience handling client inquiries, processing financial documents, and ensuring compliance with banking regulations. Strengths include strong organizational skills, effective communication abilities, and proficiency in data entry and management software. Contributed to improving customer satisfaction rates through efficient account handling and problem resolution.
Overview
8
8
years of professional experience
Work History
Personal Banker
Wells Fargo
Orlando, Florida
11.2016 - 08.2024
- Company Overview: Financial services
- Personal Banker with over 8 years of experience in financial services, adept at enhancing client satisfaction and retention through strategic portfolio management and innovative digital banking solutions
- Demonstrates strong skills in client relations, team leadership, and problem-solving, fostering a culture of continuous learning and operational efficiency
- Passionate about driving client success and loyalty by developing creative financial solutions and collaborating to streamline processes
- Assist clients with financial products, enhancing satisfaction and retention
- Manage portfolios, achieving asset growth and client trust
- Resolve complex issues, improving service efficiency and retention
- Collaborate to streamline operations, boosting transaction speed
- Analyze data for tailored advice, increasing investment success
- Partnered with team members to streamline processes, enhancing operational efficiency
- Mentored new hires, fostering a culture of continuous learning and development
- Pioneered digital banking initiatives, increasing online engagement
- Developed creative solutions to complex financial challenges, driving client satisfaction and loyalty
- Partner with team to streamline operations, significantly improving transaction speed
- Mentor new hires, cultivating a culture of continuous learning
- Financial services
Education
Physiology -
UCF
Orlando01.2021
Associate of Arts - Paralegal Studies
Valencia College
Orlando, FL01-2015
High School Diploma -
JONES HIGH SCHOOL
Orlando, FL05-2011
Skills
- Client Relations
- Problem Solver
- Loan processing
- Team Leadership
- Relationship building and management
- Customer service
- Expert
- Banking
- Cash handling
- Positive attitude
- Verbal and written communication
- Accounting and finance
- Financial product expertise
- Sales expertise
Languages
- Haitian Creole, Highly proficient
- French, Proficient
Affiliations
- PAINTING
Timeline
Personal Banker
Wells Fargo
11.2016 - 08.2024
Physiology -
UCF
Associate of Arts - Paralegal Studies
Valencia College
High School Diploma -
JONES HIGH SCHOOL
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