Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Personal Banker
Wells Fargo
07.2024 - Current
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Established strong relationships with small business owners, earning trust as a reliable financial advisor.
Increased small business client satisfaction by providing tailored financial solutions and exceptional customer service.
Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
ECC Retention II
State Farm
04.2023 - Current
Retaining consumer auto policies through utilization of customer service skills and resources
Using active listening skills to identify customer issues and provide solutions that best fit their needs
Reviewing and submitting applications or policy changes to satisfy our customer needs while staying in compliance with company standards.
Portfolio Service Advisor 1
Silicon Valley Bank
09.2022 - 03.2023
Onboarding of new clients or opening additional accounts which included coordination of activities with cross functional partners
Worked closely with internal partners such as quality assurance and implementation to assure we met our service level agreements
Performed precise and detailed data collection through observations and documentation.
Integrated solutions Consultant
AT&T
04.2022 - 09.2022
Created and implemented sales strategies to maximize clients experience and my performance
Visited establishments to evaluate needs and to promote product and service sales.
Sr. Client services Rep
Bank Of America
06.2021 - 01.2022
Consistently met and exceeded metrics such as quality control, average handle time and customer satisfaction
Collected data from internal and external clients while assisting them with a variety of banking inquiries.
Personal Banker
Wells Fargo
11.2019 - 06.2021
Created and maintained relationships with consumer and business clients by proactive outreach and asking questions to learn their financial needs
Awarded for 5 years of demonstrating the highest caliber of service and excellence to Wells Fargo customers, employees, and shareholders.
Escalation Specialist
Wells Fargo
07.2018 - 11.2019
Delivered high performance results in de-escalating calls at the highest level
Expanded my scope by attending projects and training new hires.
Premier Phone Banker
Wells Fargo
01.2017 - 07.2018
Consistently provided excellent service to the most prestigious clients during their financial difficulties and assisted them to be financially successful.
Education
Betty H Fairfax
05-2015
Skills
Relationship building
Customer satisfaction
Client relationship management
Attention to detail
Interpersonal skills
Reliable and responsible
Banking policies and procedures
Certification
Property & Casualty
Personal Trainer
Accomplishments
Received multiple rewards for meeting and exceeding metrics, successfully promoted to multiple positions.
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
Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)