Organized and attentive financial professional and customer service specialist with substantial experience aiming to fulfill role within dynamic team. Driven to bring value through extended knowledge of products, services and operations.
Overview
8
8
years of professional experience
Work History
Personal Banker
Wells Fargo
08.2024 - Current
Networked to increase client base and encourage existing clients to expand financial portfolios.
Promoted financial products by maintaining excellent service offering knowledge.
Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
Delivered top-tier customer service, assisting with account management, claims, and online banking support.
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)