Vicki Christley
High Point,NC
Summary
Efficient professional in financial client services, known for high productivity and ability to complete tasks swiftly and accurately. Specialize in account setup, customer verification processes, and compliance adherence. Excel in communication, problem-solving, and organizational skills, ensuring seamless operations and exceptional client experiences.
Overview
17
17
years of professional experience
Work History
Associate Personal Banker
Wells Fargo & Company
Greensboro, North Carolina
04.2008 - Current
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
- Monitored changes in laws related to banking policies and procedures.
- Provided customer service to clients, including answering questions and resolving issues.
- Responded promptly to customer queries and complaints to find solutions and diffuse tension.
- Met with customers to analyze financial needs and maximize sales opportunities.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Approached prospective clients through emails and cold calling to consistently meet sales targets.
- Maintained and built strong client relationships through quality, personalized interactions.
- Recognized opportunities for cross-selling additional banking products or services.
- Maintained position of trust and responsibility by keeping customer business confidential.
- Collaborated with team members to meet branch targets and objectives.
- Recognized by management for providing exceptional customer service.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
- Followed operational standards, promoting security, risk management and compliance.
Education
Associate of Arts - General Studies
GTCC
Jamestown, NC05-2008
Skills
- MS Word
- MS Excel
- Financial advisement
- Fraud prevention
- Sales growth
- Interpersonal skills
- Branch operations
- Banking policies and procedures
- Issues resolution
- Sales strategy
- Transaction processing
- Customer service
- Account maintenance
- Positive attitude
- Relationship building
- Banking regulations
- Attention to detail
- Cash handling
- Rapport building
- Cash vault audit
- Cross-selling and upselling
- Branch management
- Regulatory compliance
- Loans
- NMLS License
- Notary Public
Timeline
Associate Personal Banker
Wells Fargo & Company
04.2008 - Current
Associate of Arts - General Studies
GTCC