Zachary Guntz
Raleigh,NC
Summary
Dynamic and licensed banker recognized for exceptional relationship-building skills and a comprehensive understanding of the financial industry. Proven ability to identify customer needs while effectively collaborating with team members and partners to grow, manage, and satisfy a diverse client portfolio. Eager to leverage expertise in a forward-thinking role that offers opportunities for career advancement and contributes to the overall success of the team. Committed to delivering outstanding service and innovative solutions that drive client satisfaction and business growth.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Relationship Banker
Wells Fargo Bank, N.A.
Raleigh, NC
06.2024 - Current
- Analyze customers' financial information to deliver personalized account guidance.
- Identify need for investment advice to align with clients' financial goals, fostering long-term growth.
- Strengthen client relationships by providing personalized banking solutions and excellent customer service.
- Maintain up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Achieve high levels of client acquisition through effective networking and referral strategies.
- Build strong relationships by organically growing and managing book of over 100 affluent clients.
- Regularly perform 15+ outreach calls daily to help reach new prospect clients as well as strengthen ties with existing book of clients.
Associate Personal Banker
Wells Fargo Bank, N.A.
Raleigh, NC
08.2022 - 06.2024
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
- Promoted financial products by maintaining excellent service offering knowledge.
- Conducted approximately 10 warm lead calls daily in addition to regular client follow up.
Service Technician
Servpro
North East Chester County, PA
05.2019 - 05.2022
- Restore buildings damaged by fire or biohazards
- Display flexibility through working emergency “On-call” schedule
- Inspected equipment to diagnose operational issues.
- Performed maintenance duties and safely handled chemicals and solutions.
- Installed new equipment and explained operation and routine maintenance protocols to customers.
Education
Bachelor of Arts - Business Administration
Houghton College
Houghton, NY05-2022
Skills
- Business Communication
- Interpersonal & Organizational Communication
- Customer Relations
- Knowledgeable in Microsoft Word, PowerPoint, & Excel
- Employee Training
- Relationship building and management
- Team Collaboration
- Problem Solving
- Credits and Refunds
- Salesforce Experience
- Banking Software Knowledge
- Sales expertise
Certification
- North Carolina State Notary
- North Carolina State Life and Variable Life Insurance Licenses
- SIE, Series 6, Series 63, and Series 65 Licenses
Timeline
Relationship Banker
Wells Fargo Bank, N.A.
06.2024 - Current
Associate Personal Banker
Wells Fargo Bank, N.A.
08.2022 - 06.2024
Service Technician
Servpro
05.2019 - 05.2022
Bachelor of Arts - Business Administration
Houghton College