Tyler Brumfield
Summary
Results-driven and customer-focused Retail Branch Banker with over 4 years of experience in providing personalized banking services to clients. Skilled in managing day-to-day banking operations, assisting with loan origination, and offering a wide range of financial products, including savings accounts, second mortgages, and investment options. Adept at identifying customer needs and delivering solutions that drive revenue growth while ensuring compliance with all regulatory standards. Proven ability to build lasting relationships, foster customer loyalty, and exceed sales targets.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Senior Premier Banker
Wells Fargo
Lakewood Ranch, FL
09.2025 - Current
- Senior Premier Banker with 4+ years advising affluent and high-net-worth clients ($250K–$15MM) on banking, credit, and wealth strategies. Proven record of growing relationships, deepening relationships, and growing a book of business.
- Manage a book of business consisting of 450+ affluent and high-net-worth households with investable assets ranging from $250K–$15MM.
- Collaborate with investment advisors, trust officers, and lending specialists to deliver holistic financial strategies.
- Referred $2MM monthly in assets to Wealth Management partners, strengthening full-relationship penetration.
Licensed Investment Representative
Fifth Third Securities
St. Petersburg, FL
12.2024 - 09.2025
- Educated clients on investment options, empowering them to make informed decisions.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Navigated complex regulatory environment by maintaining thorough documentation of all client interactions.
- Increased assets under management through proactive relationship building and client outreach.
Personal Banker II
Fifth Third Bank
St. Petersburg, FL
08.2022 - 09.2025
- Leveraged advanced knowledge of banking products/services to deliver custom solutions that effectively address unique client needs.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Consistently achieve sales targets, driving a 20% increase in personal book of business revenue through cross-selling bank products and driving large deposits from new clients.
Member Advocate
Suncoast Credit Union
St. Petersburg, FL
11.2021 - 08.2022
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Streamlined the loan application process and underwriting for customers, resulting in faster approvals and higher customer satisfaction.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
Education
High School Diploma -
Olentangy Orange High School
Lewis Center, OH06-2013
Skills
- Relationship management
- Revenue generation
- Portfolio management
- Asset allocation
- Relationship building
- Fraud prevention
- Banking policies and procedures
- Regulatory compliance
Certification
- Securities Industry Essentials - Financial Industry Regulatory Authority (FINRA).
- Series 6 License - Financial Industry Regulatory Authority (FINRA).
- Series 63 License - North American Securities Administrators Association through FINRA.
- Series 65 License - North American Securities Administrators Association through FINRA.
- 2-15 Resident Health & Life (Including Annuities & Variable Contracts) Agent License
- Notary Public
Accomplishments
2024 Q3 number one in revenue generation across south east growth market.
2022 Q1 loan origination sales champion.
Recovered more than $10,000 in casino funds from observed table games dealer violations.
Timeline
Senior Premier Banker
Wells Fargo
09.2025 - Current
Licensed Investment Representative
Fifth Third Securities
12.2024 - 09.2025
Personal Banker II
Fifth Third Bank
08.2022 - 09.2025
Member Advocate
Suncoast Credit Union
11.2021 - 08.2022
High School Diploma -
Olentangy Orange High School