Virginia Mercado
Richmond,VA
Summary
Hardworking Relationship Banker looking to advance my career in the Associate Premier Banker role to learn and gain knowledge around the Premier Banker position. I will be building stronger relationships with customers and become their point of contact for all of their banking needs. I will do this by asking questions to uncover the customer’s current and future financial needs as well as introducing them to partners to exceed their goals.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Relationship Banker
Wells Fargo
06.2022 - Current
- Build relationships with customers through asking questions to uncover current and future financial needs
- Consistently make follow up and outreach calls to check in with customers and continue building the relationship
- Work closely with Wells Fargo partners to understand their role and send referrals when there is a financial need
- Maintain an excellent level of customer service and assist customers to give them a great customer experience
- Handle multiple interactions including opening different types of consumer and business accounts, credit applications, and assisting with our online banking tools and resources
Associate Personal Banker
Wells Fargo
07.2018 - 06.2022
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services
- Promoted financial products by maintaining excellent service offering knowledge
- Processed customer's requests and always displayed excellent customer service while doing so
Customer Service and Sales Representative
Wells Fargo
04.2017 - 07.2018
- Worked as both a teller and a banker throughout the day and helped out wherever I was needed
- Opened, closed and updated accounts for customers
- Provided advice on different bank products and financial options
Lead Teller
Wells Fargo
09.2014 - 04.2017
- Helped coach and develop newly hired team members
- Created schedules for each team member that allowed the branch to run effectively
- Assisted customers with various cash or check transactions
Education
Bachelor of Arts - Communication Studies & Graphic Design
Bridgewater College
Bridgewater, VA05.2010
Skills
- Displays excellent customer service
- Builds strong relationships
- Great at identifying customer opportunities
- Hard working and always eager to learn
- Mitigates risk by complying with policies and using strong moral ethics
- Respectful and responsible
- Very Professional
Certification
- Life & Annuities Insurance License
- SIE
- Series 63 License
- Series 65 License
- Series 7 License
Accomplishments
- Wells Fargo Volunteer of the Year Award 2019
- Organized multiple Teach Children to Save events 2017-2019
- Wells Fargo At Work Advocate - Set up multiple onsite events to educate the community
Timeline
Relationship Banker
Wells Fargo
06.2022 - Current
Associate Personal Banker
Wells Fargo
07.2018 - 06.2022
Customer Service and Sales Representative
Wells Fargo
04.2017 - 07.2018
Lead Teller
Wells Fargo
09.2014 - 04.2017
Bachelor of Arts - Communication Studies & Graphic Design
Bridgewater College
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