Summary
Overview
Work History
Skills
Licenses
Languages
Timeline
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Triy Bach

Huntington Beach,CA

Summary

Personable and results-oriented banker with extensive experience at Wells Fargo, specializing in relationship building and customer financing. Excelled in cultivating client relationships, driving branch productivity through strategic partnership development and effective coaching. Demonstrated exceptional time management and decision-making skills, significantly contributing to customer satisfaction and service excellence.

Overview

4
4
years of professional experience

Work History

Relationship Banker

Wells Fargo
07.2024 - Current
  • Cultivated strong customer relationships by providing tailored advice and services towards client's financial goals.
  • Identified opportunities and referred customers to branch partners in financial services.
  • Networked to increase client base and guide existing clients to achieve their financial goals.
  • Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
  • Worked closely with management to strategize techniques to increase branch production and customer service.

Associate Personal Banker

Wells Fargo
06.2022 - 07.2024
  • Provided customers with additional information regarding account services.
  • Backed up teller team by handling needs of new and existing customers.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Answered customer questions and explained available services such as deposit accounts.

Teller

Wells Fargo
05.2021 - 06.2022
  • Processed customer transactions promptly, minimizing wait times.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Educated customers on use of banking website and mobile apps.
  • Monitored and reported suspicious activity in line with bank security policies.

Skills

  • Customer financing
  • Decision-making
  • Coaching and mentoring
  • Partnership development
  • Time management
  • Risk mitigation

Licenses

  • FINRA Securities Industry Essentials (SIE)
  • FINRA Series 6 - Investment Company and Variable Contracts Products Representative
  • FINRA Series 63 - Uniform Securities Agent State Law Exam

Languages

English
Vietnamese

Timeline

Relationship Banker

Wells Fargo
07.2024 - Current

Associate Personal Banker

Wells Fargo
06.2022 - 07.2024

Teller

Wells Fargo
05.2021 - 06.2022
Triy Bach