TIMOTHY UMUNNA
Fairburn,GA
Summary
Experienced and licensed Personal Banker dedicated to delivering exceptional customer service. Adept at attentively listening to customer needs and providing tailored financial solutions. Skilled in building enduring client relationships through effective communication and problem-solving skills. Recognized for strong organizational and proactive approach, valuing punctuality, and thriving in a collaborative team environment.
Overview
13
13
years of professional experience
Work History
Premier Banker
Wells Fargo Bank, N.A.
Atlanta, GA
06.2022 - 05.2024
- Advised customers on bank products, services and financial planning options.
- Mentored less experienced colleagues in implementing performance strategies effectively.
- Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
- Involved in proposal formulation and pitching processes to secure new client relationships.
Relationship Banker
Wells Fargo Bank
Atlanta, GA
04.2015 - 06.2022
- Improve decision-making by using current data on market conditions and individual financial situations.
- Worked alongside specialized loan officers and advisors to craft the best financial strategies for clients.
- Strengthened customer relationships through consistent follow-up and rapport-building.
Personal Banker
Citibank
07.2014 - 03.2015
- Acquired many refinance mortgage, Home Equity Line of Credit, and Financial Advisor leads through extensive sales calling from the "Book of Business."
- Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
Personal Banker
JP Morgan Chase Bank
10.2011 - 06.2014
- Transformed customer issues into sales opportunities through effective conversation control.
- Fostered business growth through strategic customer engagement.
- Established connections with new clients through proactive follow-up strategies.
Education
Bachelor of Science - Business Administration And Finance
University of Illinois At Urbana-Champaign
Champaign, IL07.2010
Skills
- Excellent interpersonal communications
- Strong interpersonal skills
- Customer Relationship Management
- Service Delivery
- Conflict Resolution Skills
- Strategic Partnership Development
- Team Management
Education and Training
Champaign, IL
License
Series 6 and 63
Timeline
Premier Banker
Wells Fargo Bank, N.A.
06.2022 - 05.2024
Relationship Banker
Wells Fargo Bank
04.2015 - 06.2022
Personal Banker
Citibank
07.2014 - 03.2015
Personal Banker
JP Morgan Chase Bank
10.2011 - 06.2014
Bachelor of Science - Business Administration And Finance
University of Illinois At Urbana-Champaign