Wilson Lee
Conroe
Summary
Experienced with financial advising, customer service, and sales. Utilizes expertise in banking products to identify and address client needs. Track record of building strong client relationships and ensuring client satisfaction through effective communication and problem-solving.
Knowledgeable Relationship Banker with solid background in financial services and client relationship management. Adept at identifying client needs and recommending tailored banking solutions. Demonstrated expertise in cross-selling banking products and maintaining high client satisfaction through effective communication and problem-solving.
Overview
16
16
years of professional experience
Work History
Personal Banker
Frost Bank
Conroe, TX
08.2022 - Current
- Passionate and client-focused Personal Banker with 10 years of proven excellence in the banking industry. Adept at cultivating robust relationships with customers through empathetic and personalized financial guidance, resulting in high satisfaction and loyalty. Skilled in navigating complex banking regulations and ensuring full compliance while delivering a seamless service experience.
Personal Banker/ Senior Teller
Wells Fargo
Conroe, TX
11.2014 - 08.2022
- Establish and maintain excellent customer service relationships with individual or business customers or provide assistance with problems these customers may encounter. Provide personal financial counseling, assist with banking services, and build relationships with existing customers to sustain high satisfaction ratings and retention. Review and approve overdrafts and checks for cash, and answer questions on accounts, loans, and statements. Prepare financial information to streamline loan processing and prepare loan worksheets for submission to loan processing and underwriting teams. Assist customers during the loan and account application process, and close consumer accounts in compliance with internal and federal policies and procedures. Coach team members to develop sales opportunities and work with designated business partners to meet branch and individual customer service and branch goals. Assisting customers in processing transactions, such as deposits, withdrawals, or payments, resolving complaints or account discrepancies, and answering questions. Minimize risk by tracking, recording, reporting, and storing information related to transactions, supplies, and verifying other information such as dates, bank names, identification of the persons receiving payments, and the legality of the documents. Keeping a clean, organized work area and a professional appearance. Count cash and checks. received, by hand or using a currency-counting machine, to prepare them for deposit or shipment to other banks or the Federal Reserve Bank. Order a supply of cash to meet daily needs. Monitor bank vaults to ensure cash balances are correct. Prepare work schedules for staff. Analyze financial information obtained from clients to develop strategies for meeting clients' financial objectives. Inform and educate customers on how to conduct simple transactions through self-service technologies. Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations appropriate to bank personnel to meet their financial needs. Following all security and security regulations and procedures.
Department Manager
Home Depot
Conroe, TX
07.2012 - 11.2015
- Adhered to all OSHA and established company safety protocols regarding the use of heavy machinery. Educated employees on important factors such as optimal safety practices, good customer relations, and successful teamwork. Assisted team members and managers with tasks to maintain productivity and meet project milestones. Reviewed orders for mistakes to maintain accurate inventory levels. Utilized equipment, such as forklifts, pallet jacks, and other devices accurately and safely to meet daily objectives. Inventoried materials to check whether each item was ready for planned transport. Entered shipping information with scanners and manual records updates to retrieve, track, and trace shipments. Arranged deliveries to the destination via ground transportation on behalf of customers and consignees. Volunteered for and tackled new assignments and tasks to ease staff member burden in 5 different departments. Kept work area organized and clutter-free. Utilized downtime to perform routine tasks, preventing service delays. Ensured all workstations and equipment were properly cleaned for incoming shifts. Kept personnel safe by monitoring the operation of industrial equipment and closely following established safety standards.
Personal Care Assistant
U-Care Services
Anchorage, AK
02.2010 - 05.2012
- Operate by Health Insurance Portability and Accountability Act (HIPPA) policies to prevent sanctions. Keep all information about clients' health highly confidential as a sign of respect for their privacy. Maintain a good relationship with client's family members and loved ones as this will affect their wellbeing positively. Assist clients with toileting and with bathing. Give clients respiratory assistance through exercises. Assist clients with the application and management of prosthetics and orthotics. Assist clients while dressing and undressing. Assist clients with eating, preparation of meals, and shopping for food items, Observe and monitor clients' behavioral patterns to ensure emotional stability. Report behaviors observed in clients to their doctor or healthcare provider for intervention
Education
Associates Degree - Criminal justice
Lonestar College
The Woodlands, TX04-2024
Skills
- Effective communication
- Cultivating strong partnerships
- Branch performance oversight
- Client support
- Customer service excellence
- Customer relationship development
- Detail-oriented approach
- Building professional relationships
- Loan management
- Experience in financial services
- Strong written communication skills
Languages
English
Full Professional
Spanish
Limited Working
Timeline
Personal Banker
Frost Bank
08.2022 - Current
Personal Banker/ Senior Teller
Wells Fargo
11.2014 - 08.2022
Department Manager
Home Depot
07.2012 - 11.2015
Personal Care Assistant
U-Care Services
02.2010 - 05.2012
Associates Degree - Criminal justice
Lonestar College
Awards
Circle of Excellence