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Candidate Info
years in workforce
year at this job
High School Diploma
Business
Personal Banker
Assisted branch with acquiring new customers by canvasing local business.
- Expanded customer relationships by maintaining a regular follow-up process and building rapport with each customer.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Maximized on sales behaviors to increase individual consumer, business, and lending goals.
- Consistently recognized as top performer with balanced production in the district.
Candidate Info
years in workforce
months at this job
Business Management
Personal Banker Ii/small Business Specialist
Exceptional Customer Service Provider.
- Top 5% in district for sales: consumer and small business deposit accounts; trust, estate, and donation accounts; consumer and small business loans, lines of credit, and credit cards; and home equity loans and lines of credit.
- 4 years of experience in developing sales prospects.
- Established and maintained close business relationships with partners to help improve customer satisfaction.
- Increased bank revenue by 20%
Candidate Info
years in workforce
year at this job
Associate of Arts
Entrepreneurship / Small Business Management And Marketing
Senior Personal Banker / Loan Officer
Responsible for offering and selling financial products and services to both consumer and small business customers.
- Developed and retained and deepened long-term relationships with current and potential customers in the community.
- Trained and supported other sales associates and cross trained tellers
- Ensured that customer concerns were handled efficiently to maintain positive customer relations
- Demonstrated confidence as an experienced loan officer
- Utilized strong analytical and problem solving skills to derive innovative solutions.
Candidate Info
years in workforce
year at this job
Economics
Personal Banker
- Exceed sales goal over 100% by surpassing monthly target goals
- Generate more than $100k revenue monthly by engaging in conversations with high net worth retail and business clients
- Conduct detailed financial reviews to sell appropriate products to fit client needs
- Lead morning huddles to optimize team approach to achieving daily sales goals
Candidate Info
years in workforce
years at this job
Interdisciplinary Studies
Personal Banker/ Business Advocate
Submitted loan applications, mortgage referrals, and opened new deposit accounts for consumer and business clients.
- Proactively contacted existing clients with recommendations to help them achieve financial success.
- Exceeded quarterly sales goals the last four consecutive quarters.
- Appointed to Presidents Council, a group that meets quarterly with upper level management to affect policy change.
- Consistently ranked in the top five for sales in a district of over seventy bankers.
- Performed daily audit of tellers and cash vault.
- Advised small business clients on how to form an LLC or become incorporated.
Candidate Info
years in workforce
years at this job
High School Diploma
Personal Banker, Small Business Specialist
Acquired, retained, deepened and managed relationships with my customers and provided additional focus to my small business clients.
- Created outstanding customer experience and also helped the branch meet sales objectives.
- Managed an assigned portfolio of customers and proactively met with them to help discover their financial needs.
- Partnered with our loan officers, business bankers, and financial advisors to ensure my customer got access to experts who can assist them with their specialized financial needs.
- Managed the branch in the absence of the manager.
Candidate Info
years in workforce
years at this job
Sociology
Business Administration
Finance / Project Mgt
Personal Banker
Interacting with customers in providing a number of services ranging from important advice about their accounts, problem resolution, and solving issues. Selling financial services and meeting targets. Prepared and reviewed cost reports. Handed budget management functions.
- Organized and removed online banking files no longer in use
- Executed customer transactions, including deposits, withdrawals, money orders and checks.
- Created strategies to develop and expand sales of services to existing customer.
- Received regional branch award for a 20% sales increase.
Candidate Info
years in workforce
years at this job
Finance / Accounting
Business Administration & Foreign Trade
Management
Small Business Specialist/ Personal Banker
Promoted to become only one small business specialist in the branch after first year
- Received top annual bonus in the branch in two consecutive years
- Added value by generating growth in balances and utilizing proactive approach
- Took a lead role in creating an outstanding customer experience and beyond services
- Prospected and identified new business opportunities by helping all team
- Assigned high balance customers' portfolio and proactively met with them to discover their financial needs
- Partnered with specialists (Loan/ Mortgage Officers, Financial Advisors), to ensure customers get access to experts
Candidate Info
years in workforce
years at this job
Bachelor of Science
Personal Banker
Strengthened partner networks, created new business opportunities, understand customers' financial needs and cross sell products and services to clientele. Achievements as Personal Banker include:
- Earned Bronze Level Payout for loaning over […] in Quarter 3 2014
- Awarded Outstanding Service Award for 10 Consecutive Perfect Score Surveys from customer experiences.
- Reached 147% in Daily Average Proxy Quarter 3 2014.
- Exceeded in Partner Referral Goals with 133% Quarter 3 2014.
Candidate Info
years in workforce
years at this job
Manufacturing
Business
Acting-manager & Personal Banker II
Advised high-value clients by supporting their overall financial planning, including goals and projections. Mentored new bankers by leading referral and customer service trainings.
- Acting-manager for three month and ensured branch was fully operational
- Advised high-value clients ($250,000 plus in assets)
- Promoted from within six months of employment
- Nominated 'Business Champion' for ability to generate business with surrounding community
Candidate Info
years in workforce
years at this job
Medical Assistant
Personal Banker
Managed customer portfolios, service relationships and cross-selling products and services
- Analyzed broad base of financial and credit services with the goals of acquiring 100% of customer's business
- Consolidated relationships with Wells Fargo partners to maximize sales opportunities
- Utilized profiling analysis tools to identify cross selling opportunities
Candidate Info
years in workforce
years at this job
Marketing
Personal Banker
Identify sales opportunities with clients through consultative financial conversations
- Earned a 100% score on the Consultative Sales and Service Certification
- Finished 109% to goal in total point production and sales for the 2014 calendar year
- Focused on evaluating consumer credit bureaus to achieve 108% loan volume for the 2014 calendar year
- Led region in One Bank mortgage referrals and One Bank points for 2014
- Directed branch through various staffing gaps in 2014 and 2015 to maintain positive P/L movement
- Contributed to an overall branch customer experience score of A+ for 1st and 2nd Quarter 2015
- Awarded North Florida Affiliate MVP honors for 1st Quarter performance in 2015
- Named cross-sell champion by regional manager; lead weekly reporting updates and conference calls
Candidate Info
years in workforce
year at this job
Global Health
Health Administration
Personal Banker
Ranked in the top 10% of the company as a banker in customer service key driver scores (KDS) from June 2014 to June 2015.
- Continually boost branch production and revenue by consistently meeting monthly and quarterly sales goals.
- Ranked sixth among all Personal bankers in the region for production during the month of May.
- Develop strategies to grow my client base and implement appropriate sales plans to target prospective customers.
- Deliver a full range of banking services to individual customers, emphasizing personal financial counseling and customer service.
- Maximize the profitability of the customer's relationship by partnering with sales specialists in consumer and business lending, investments, and other product areas to ensure an outstanding customer experience.
Candidate Info
years in workforce
year at this job
Sociology
Personal Banker
Skilled in assessing customer needs, providing recommendations, and building customer relationships to optimize sales opportunities with new and existing customers
- Ability to demonstrate initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements
- Maintain the highest level of customer service in all actions and interactions by levering all available resources
- Partnering with both associates and specialists to achieve sale goals to contribute to personal and branch success
- Proactively updating book of business, outbound calls, monitoring weekly reports
- Confident in detecting, debating and managing risk
- Recognized as Top Performer Award 2014 both Quarter 4 & Quarter 1 2015
Candidate Info
years in workforce
years at this job
High School Diploma
Personal Banker
Opened accounts on system, following appropriate policies and procedures.
- Posted daily / weekly/ monthly sales reports and pipeline. Completed necessary compliance documentation.
- Consistently exceeded personal monthly quotas by as much as 50%. Built a loyal customer base by using consultative sales approach.
- Follow regulation including but not limited to Anti-Money Laundering, USA Patriot Act. Bank Secrecy Act, OFAC, Fraud Protection Security Procedures and Privacy and confidentiality requirements.
- Provided friendly advice to a diverse clientele, promoting [company name]'s Customer Oriented Image.
Candidate Info
years in workforce
years at this job
Personal Banker
Met and exceeded sales goals in opening new accounts, loan volume, credit products, and deposit goals.
- Provided extensive training to new employees on banking procedures, protocols, and sales techniques.
- Superbly balanced cash drawers, and vault accounts on a daily basis with zero discrepancies.
- Maintained a business relationship with all personal and business account holders through customer service while expanding my portfolio.
Candidate Info
years in workforce
year at this job
Political Science
Personal Banker
- Sold banking products and resolved complex service issues for individuals and business clients
- Acquired new clients through business to business sales and expanded the branch's existing book of business by contacting and following up on system generated leads
- Surpassed all sales and referral goals
- Trained and coached tellers and other branch professionals; served as back-up branch manager
Candidate Info
years in workforce
years at this job
Business Administration
Business Administration
Personal Banker
Responsible for assessing customers' financial needs in order to help them meet their goals and succeed financially. Provide a broad base of business deposit and business credit solutions.
- Develop existing business clients with the goal of acquiring 100% of their financial business.
- Proactively seeking opportunities to acquire new business through networking, outbound calls, and timely follow up on referrals.
- Develop and maintain relationships with Wells Fargo partners to maximize cross-sell opportunities.
- Consistently achieve personal goals as well as help achieve branch performance goals.
- Ranked #4 in sales and loans for the district.
Candidate Info
years in workforce
years at this job
Broadcast Communications
Personal Banker
Assisted clients with opening accounts as well as managing their accounts
- Advised clients on their financial goals
- Helped drive both individual and team sales goals by doing "cold calls"
- Scheduled appointments with clients and partners at the branch
- Ensured that all customers are assisted in a timely fashion
- Resolved client issues on the spot or within the same day
- Proficient at performing teller transactions
- Provided superior customer service
Candidate Info
years in workforce
months at this job
Science
Personal Banker
Dealt with daily customer concerns, assisting in resolutions satisfying to both client and management
- Discussed and analyzed needs and requirements with customers for financial products and services
- Ensured compliance with banking policies and procedures
- Prepared and maintained documentation for all accounts utilizing advanced banking software and hardware
- Submit loan or line applications, mortgage and investment referrals, open new demand deposit accounts, wire transfers, notaries and service client needs
- Exceptional leadership, organizational, oral/written communication, interpersonal, analytical, and problem resolution skills. Thrive in both independent and collaborative work environments
Candidate Info
months in workforce
months at this job
High School Diploma
Personal Banker
Moved from Personal Banker to Third Key Holder/ATM Manager. Monitoring all cash within the financial center.
- Balancing and audited ATM
- Processed transactions, balancing drawer, and helped perform monthly audits.
- Reached and achieved sales goals being 3rd in the region.
- Collaborate with heads of other units to develop best practices for successful banking operations and to prevent fraud loss.
- Moved from cashier to Customer Service Supervisor within a year. Top Sales Performer for 3 years in region.
- Balancing the vault, balancing all drawers, and change orders.
- Coach cashiers to reach goals and to balance every night.
Candidate Info
years in workforce
months at this job
High School Diploma
Personal Banker
Personal Bankers sell retail banking products and services to customers and prospects.
- Manages customer portfolio, services relationships and cross-sells all products and services.
- Provides broad base of financial and credit services with the goals of acquiring 100% of the customers' business.
- Develops and maintains relationships with Wells Fargo partners to maximize sales opportunities and achieve minimum sales standards.
- Uses profiling analysis tools to identify cross sell opportunities and makes outbound sales calls typically by phone to increase product per customer ratio.
- May handle cash transactions.
- May spend up to 30% of time completing service-related tasks.
Candidate Info
years in workforce
years at this job
Business Admin
Personal Banker
Primarily focus on high tier consumer with average deposit balance of 50K and up.
- Manage relationship with high tier clients and business clients.
- Small business specialist in the branch for business owners. (Doctors, CPA's, Lawyers and Etc.)
- Work closely with partners (Investment, cash management, and mortgage) strengthening relationships.
- Review and audit account opening for business and consumer accounts.
- Provide customer service, find client's needs and recommend the right product.
- Became top 5 ranking banker in the area within 4 months of hire, and recognized as high producing banker in area.
- Awarded for high producer for checking accounts, credit cards, and consumer and business loans in orange county area.
Candidate Info
years in workforce
months at this job
Bachelor of Arts
Juris Doctor
Personal Banker
Utilized knowledge of AML laws, including BSA, Patriot Act, and US Treasury guidelines.
- Monitored activities and adhered to institution's policies, procedures, and practices.
- Followed procedures for custody and control of records and assets to ensure safekeeping.
- Responded to customer inquiries and created positive solutions while referring prospects to partners and other banking professionals.
- Provided consumer loan solutions for customers from origination through closing.
- Processed consumer loan and credit line requests and obtained referrals.
Candidate Info
years in workforce
years at this job
Psychology
Personal Banker
Successfully drove the sales of diverse banking products growing branch revenue by 15% each year
- Increased service scores with service initiatives and unwavering customer service
- Consistently met or exceeded monthly and annual objectives
- Played an integral role in supporting the Assistant Manager to lead branch operations
- Embraced and fulfilled management responsibilities on a daily basis
Candidate Info
years in workforce
months at this job
Business Administration & Management
Personal Banker
Established a strong book of business of more than 50 new business clients in seven months.
- Achieved over 100% of New Acquisition goals on both business and consumer accounts.
- Generated over $500,000 in Investment sells.
- Generated business through effective lobby leading in the branch, quality service calls to new and existing clients of the company, weekly visits to new and existing clients of the company and a strong referral system with other partners of the bank.
- Provided step by step education to clients in regards to portfolios, growing and maintaining revenues of account and personalize services.
- Advised clients on what products best suit their financial situation.
- Demonstrate ability to achieve individual goals.
- S.A.F.E registered.
- Initiate applications for collateral and uncollateralized loans.
Candidate Info
years in workforce
years at this job
Economics
Business Management
Personal Banker
Help branch meet monthly sales objective of new checking and savings accounts, and convenience products.
- Establish credibility and rapport with customers in order to acquire, retain, and enhance customer relationships.
- Partner with specialists such as Financial Advisors, Loan Officers, Chase Private Client bankers, and Business Bankers to service customers' specialized needs.
- Extensively interact with customers to discover their financial needs in order to recommend appropriate products and services.
- Research customers' additional investment and retirement needs such as annuities, mutual funds, 529 Plans and 401(k) rollovers.
- Interpret trends and data to make effective decisions that benefit customers' financial relationships.
