WADE BELL
Charlotte
Summary
Business-minded Relationship Banker bringing extensive years of providing financial services to customers. Knowledgeable with keen eye for identifying financial needs and providing appropriate solutions. Respectful with sharp focus on customer research and informed discussions.
Overview
5
5
years of professional experience
Work History
Relationship Banker
JPMorgan Chase
03.2025 - Current
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Prepared contracts and related documentation according to strict standards.
Senior Relationship Banker
Truist
03.2024 - 03.2025
- Demonstrates advanced proficiency in managing routine client maintenance requests, resolving problems, and executing complex sales functions across deposit, credit, convenience, and other product and service lines.
- Maintains strict adherence to internal controls, risk management policies, and operational procedures, remaining vigilant and informed about any updates or alterations to policies and procedures to guarantee compliance with the latest guidelines.
- Facilitates a team sales process by engaging in consultative conversations and addressing or referring more complex client needs or financial goals to other internal specialists.
- Responsible for delivering an industry-leading client service experience by developing and expanding new and existing client relationships.
Relationship Banker
Truist
06.2023 - 03.2024
- Constantly ensuring a positive client experience by delivering exceptional service through attentive and personalized interactions, anticipating and promptly addressing client needs, maintaining clear and transparent communication, and demonstrating a genuine commitment to exceeding expectations.
- Provides guidance on consumer lending options and facilitates the process of loan applications to provide clients with a smooth loan process.
- Displays advanced proficiency in handling routine client maintenance requests, resolving problems, and executing sophisticated sales functions pertaining to credit, deposit, convenience, and a range of product and service offerings.
Teller
Truist
07.2021 - 06.2023
- Establish and maintain relationships with individual or business clients or provide assistance with problems these clients may encounter.
- Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents.
- Explain, promote, or sell products or services such as credit cards, savings bonds, insurance, and loans referrals, using computerized information about clients to tailor recommendations.
Inventory Control Specialist
U.S. Bearing and Power Transmission
12.2020 - 01.2021
- Utilized computerized maintenance management and purchasing software systems.
- Maintained product identification and location system.
- Documented and updated product movement between warehouse locations.
- Maintained adequate storage for warehouse and on-site inventory.
Education
Bachelor of Science (B.S.) - Business Administration
West Virginia Wesleyan College
Buckhannon, WV05.2021
Skills
- Portfolio analysis
- Financial planning
- Debt management
- Retirement planning
- Cash flow management
- Wealth management
- Coding
- Mac OS & iOS
- Microsoft Office
- Loan origination and underwriting
Websites
Licenses and Certifications
- FINRA Series 6
- FINRA Series 63
- FINRA SIE
- North Carolina Life Insurance
Timeline
Relationship Banker
JPMorgan Chase
03.2025 - Current
Senior Relationship Banker
Truist
03.2024 - 03.2025
Relationship Banker
Truist
06.2023 - 03.2024
Teller
Truist
07.2021 - 06.2023
Inventory Control Specialist
U.S. Bearing and Power Transmission
12.2020 - 01.2021
Bachelor of Science (B.S.) - Business Administration
West Virginia Wesleyan College