Summary
Overview
Work History
Education
Skills
License
Timeline
Generic

TIMOTHY UMUNNA

Summary

Hardworking and reliable Licensed Personal Banker with strong ability to listen to customer needs and advise better financial solutions. Offering relationship building, communication and problem resolution. Highly organized, proactive and punctual with team-oriented mentality.

Overview

14
14
years of professional experience

Work History

Account Manager

State Farm
02.2025 - 06.2025

• Handled customer relations issues, enabling quick resolution, and client satisfaction.

• Increased sales revenue by developing and implementing effective

• Led a successful sales team by providing motivational coaching and performance-based incentives.

• Overcame objections from potential clients by addressing concerns effectively and offering customized solutions based on their unique needs.

• Evaluated competitor offerings to adapt sales strategies and maintain competitive advantage.

Senior Premier Branch Banker

Wells Fargo Bank, N.A.
Atlanta, GA
06.2022 - 05.2024
  • Advised customers on bank products, services and financial planning options.
  • Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
  • Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
  • Participated in development and delivery of proposals to prospective 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.
  • Partner with specialized business loan and mortgage officers and with financial advisors to provide clients with optimal financial solutions.
  • Expand customer relationships by maintaining regular follow-up processes and rapport with each customer.

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
  • Turned Chase customers' issues into sales opportunities by taking control of the conversation and finding the best cross sell opportunities that will benefit customers
  • Enhanced "Book of Business" by calling current and future customers in order to setup up appointments to build more business with Loan Officers and Financial Advisor.
  • 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, IL
07.2010

Skills

  • Excellent interpersonal communications
  • Strong interpersonal skills
  • Personal sales
  • Customer service
  • Problem resolution
  • Relationship development

License

Series 6 and 63

Timeline

Account Manager

State Farm
02.2025 - 06.2025

Senior Premier Branch 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
TIMOTHY UMUNNA