PATRICIA M. SCHERER
Asheville,NC
Summary
Premier Banker II / Registered Investment Representative with current Series 7, 63, 65, Life, Health and LTC License. Also, NMLS and Notary Public. Experience includes knowledge of a broad array of financial products and presenting through banking channels, as well as full service, and discount brokerage. Skills include: Management, Leadership, Lending and Small Business Banking.
Overview
22
22
years of professional experience
Work History
Regional Bank Private Banker II
Wells Fargo Bank / Wells Fargo Advisors
07.2013 - 04.2025
- Responsibilities include:
- -Relationship Manager for Affluent, High Net Worth Clients
- -Profiling and discovering investment, credit, business banking and retail banking needs through referrals, meetings and financial needs assessment.
- -Partnering with Financial Advisor, Private Mortgage Banker and Business Banking partners when necessary based on client needs.
- -Providing loan solutions, taking application and facilitating through to close on HELOCs, small business loans and personal lines of credit.
- -Leading affluent segmentation process in retail banking center through training, coaching and weekly meetings.
- -Client contact management to strengthen relationships, provide on-going service, review for changing needs and to provide any additional solutions when needed.
Financial Center Manager
Fifth Third Bank
10.2011 - 06.2013
- Responsibilities included:
- -In charge of all day-to-day operations of leading a large financial center. Monitoring & ordering cash, managing vault rotations, opening and closing procedures, staffing, providing oversight and decisioning of large/complex transactions.
- -Sales (retail, investment and insurance), reporting & managing to a P&L.-Hiring, training, coaching and overseeing staff. Designated 'Investment Champion' for the region which consisted of tracking sales, spearheading call nights, providing coaching and training, speaking at training classes.
Platform Development Manager
Fifth Third Securities
07.2008 - 10.2009
- Description of position:
- -Coached, managed and trained all Licensed Bankers within the Chicago Affiliate (to include all of Illinois and parts of Indiana and Missouri).
- -Conducted training classes to further promote knowledge of products, sales skills and an understanding of the licensed banker program (goals/payout/promotion). Conducted training classes for un-licensed individuals on how to uncover opportunities and make referrals.
- -Taught half day Investment Classes for new hires on-boarded through 5/3 University.
- -Responsible for sales goals for 33 Licensed Bankers and 35 Senior Licensed Bankers.
- -Responsible for overseeing all trades (Series 24) made by licensed bankers in the Chicago Affiliate.
- -Participated in Market Manager, Financial Center Manager, Business Banker, and Regional meetings, to help integrate all lines of business.
- -Monthly meetings with the Head of Retail Banking/Chicago to discuss initiatives, the status of licensed bankers and the Platform Program itself.
- -Developed new training pieces, classes and rollouts to build sales.
Vice President, Investments
Wayne Hummer Wealth Management
11.2002 - 07.2008
- Description of career:
- -Financial Advisor for Investment Arm of Lake Forest Bank and Trust / Wintrust Financial through Wayne Hummer Wealth Management.
- -Met with prospects referred by the bank. Profiled then presented with proposals based on their needs, timeframe and risk tolerance.
- -Opening and maintaining brokerage accounts, IRA accounts, 529 plans and annuities.
- -Monitoring investments and performing account reviews.
- -Assisting clients with every level of customer service.
- -Organizing and hosting Wealth Management seminars to educate prospects.
- -Conducted Banker training sessions to educate and motivate bankers.
- Further experience includes Team Lead at Banc One Securities, Investment Associate at Merrill Lynch and Investment Advisor at Fidelity Investments. More detail can be provide upon request.
- References also furnished upon request.
Skills
- Professional ethics
- Cash management
- Relationship management
- Loan origination
- Retirement planning
- Portfolio management
Timeline
Regional Bank Private Banker II
Wells Fargo Bank / Wells Fargo Advisors
07.2013 - 04.2025
Financial Center Manager
Fifth Third Bank
10.2011 - 06.2013
Platform Development Manager
Fifth Third Securities
07.2008 - 10.2009
Vice President, Investments
Wayne Hummer Wealth Management
11.2002 - 07.2008
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