Personal banker with leadership experience
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Detail oriented, Passionate positive thinker and self-starter with leadership skills, committed to customer service and problem solving , Well organized, independent and able to prioritize in a fast paced environment.
Goal oriented and professional team player willing to assist team members in contributing to positive, productive work environment and making company to reach the business goals.
More than 5 years in business .
Personal Banker (SAFE), Wells Fargo bank , October 2018-present
Customer service and finance professional who manages the accounts and finances of clients with experience handling complex transactions across multiple systems and providing them with banking services like accounts, loans, credit cards, and advising investment opportunities. •Experience proactively engaging with customers through outreach via phone or email • Ability to educate and connect customer to technology and share the value of mobile banking options • Ability to build strong relationships with internal partners • Ability to follow policies, procedures, and regulations as well as audit and escalation procedures •Risk manager; accountable for alignment with applicable regulations, policy and procedure requirements, audit and escalation procedures and ability to identify potential fraud/risky accounts and take appropriate action to prevent loss • Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
