Trevor James Fandrich
Austell,GA
Summary
Dynamic professional with extensive experience at Wells Fargo, excelling in customer service and financial advising. Proven track record in building strong client relationships and consistently meeting sales targets. Adept at conflict resolution and managing complex inquiries, ensuring client satisfaction and loyalty. Committed to delivering exceptional results in fast-paced environments.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Relationship Banker
Wells Fargo
Marietta, Georgia
10.2022 - Current
- Built long-term relationships with customers by providing personalized service and support.
- Advised customers on bank products, services and financial planning options.
- Resolved discrepancies concerning customers' accounts, improving client satisfaction.
- Approached prospective clients through emails and cold calling to consistently meet sales targets.
Founder - Real Estate Agent
Trevor Real Estate LLC
Atlanta, Georgia
01.2020 - 10.2022
- Created VA Program Guidebook for peers to improve their confidence and success with VA transactions
- Managed client relationships, ensuring effective communication and satisfaction throughout transactions.
- Built strong relationships with clients to ensure satisfaction.
- Managed a sales pipeline by actively following up with prospects and leads.
Revenue Agent
State of Wisconsin
Madison, Wisconsin
08.2017 - 01.2020
- Resolved inbounds taxpayer inquiries through effective communication and problem-solving.
- Informed taxpayers of rights under law and provided guidance and service to assist in resolving tax problems.
- Provided guidance and advice to taxpayers on filing requirements and payment options.
- Negotiated payment plans with taxpayers to ensure compliance with established procedures.
Human Intelligence Collector
US Army
Various
03.2010 - 01.2016
- Developed and maintained relationships with key informants for reliable intelligence.
- Developed rapport with sources in order to gain access to sensitive information.
- Interpreted complex data to support military operations and strategic planning.
- Prepared detailed reports outlining intelligence findings for command review.
Education
Bachelor of Science - Political Science
University of Wisconsin, Madison
Madison, WI05-2017
Skills
- Customer service
- Financial advising
- Sales management
- Conflict resolution
- Client relationship management
- Microsoft Office and Sales Force
Certification
- FINRA Securities Industry Essentials, Series 6, and Series 63
- Georgia Life Insurance and Variable Life Insurance
Accomplishments
- Army Accommodation Medal, two Army Achievement Medals, and Afghanistan Campaign Medal
Timeline
Relationship Banker
Wells Fargo
10.2022 - Current
Founder - Real Estate Agent
Trevor Real Estate LLC
01.2020 - 10.2022
Revenue Agent
State of Wisconsin
08.2017 - 01.2020
Human Intelligence Collector
US Army
03.2010 - 01.2016
Bachelor of Science - Political Science
University of Wisconsin, Madison
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