Organized financial professional aiming to fulfill business banker role within dynamic team. Driven to bring value through extended knowledge of financial products, services and branch operations.
Overview
3
3
years of professional experience
Work History
Personal Banker / Analyst
Wells Fargo Bank
06.2023 - Current
Performs daily account maintenance for business and consumer clients.
Build and deepen business relationships by following the business life cycle and partnering with specialist to deliver financial solutions.
Conduct daily outbound calls to existing and prospect clients to uncover opportunities, drive business growth, and expand branch's customer base.
Coach new Bankers and tellers pursuing senior roles.
SNME on small business for the branch.
Opened deposit accounts for consumers and Business clients.
Accepted and processed loan applications for clients on day-to-day basis.
Partnered with internal partners such as Merchant Services and Treasury Management to make recommendations to client.
Act as branch lead designee and manager on duty.
Performed routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization.
Teller
Wells Fargo Bank
10.2022 - 06.2023
- Sold official instruments, including cashier's checks, traveler's checks, and money orders
- Provided teller transactions with quality and efficiency to customers
- Educated customers about bank services
- Promoted the sale of bank products and cross-sell existing bank services to customers
- Assisted customers with funds and availability questions
- Collected loan payments and placed holds on accounts for uncollected funds
Collateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NACollateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NA
Commercial Banking Portfolio Associate at Wells Fargo Bank NA (Commercial Investment Bank-CIB)Commercial Banking Portfolio Associate at Wells Fargo Bank NA (Commercial Investment Bank-CIB)