Wells FargoPersonal Banker/ Diversity & Inclusion Advocate
Aug. 2014 - Apr. 2016Sierra Vista, ArizonaEstablish checking accounts, savings accounts, IRAs/ Time Accounts, Credit accounts, other products/ services (online banking, debit cards)
• Provided excellent customer service by referring appropriate financial questions to supervisory staff.
• Process monetary transactions
• Maintain and balance cash drawer
• Building and managing lifelong customer relationships
• Understanding customers’ financial needs and showing them how to get the greatest possible value from our products and services
• Analyzing current customer relationships and proactively contacting customers with recommendations to help them
• achieve financial success
• Developing and maintaining relationships with Wells Fargo partners to maximize sales opportunities
• Accomplishments
• Acquired Bronze level within first month of employment
• Facilitated Diversity and Inclusion exercises
• Achieved over 100+ perfect surveys/ WOW Awards as a Personal Banker at Wells Fargo.
• Nominated for Diversity Champion,
• Nominated for Best Dressed
• Nominated for Most Likely to Succeed
• Arizona State notary/NLMS# acquired
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