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Wells Fargo - Personal Banker Resume Example

XXXX XXXXXXX XXX, Stockton, CA 95212
Skylar Simmons
Professional Summary

Proactively grow and deepen relationships with small business customers as well as actively prospect for new Wells Fargo small businesses and consumers. Focus on creating a positive customer experience by earning all of the business including their consumer and small business needs, while ensuring retention.

  • Customer and Personal Service
  • Sales and Marketing
  • Critical Thinking
  • Service Orientation
  • Management of Financial Resources
  • Complex Problem Solving
Wells Fargo Lodi, CA Personal Banker/Business Champion Sep 2011Present
  • Determine customers' financial services needs and prepare proposals to sell services that address these needs.
  • Schedule presentations for businesses to support financial for employees and consumers.
  • Develop prospects from current customers, referral leads, or sales meetings.
  • Established and developed a good working relationship with Small Business customers by partnering with business associates.
  • Represented in business development and community activities.
  • Process loan applications.
Wells Fargo Stockton, CA Customer Service and Sales Representative Jan 2011Sep 2011
  • Answer customers' questions, and explain available services such as deposit accounts, time accounts, etc.
  • Compile information about new accounts, enter account information into computers, and file related forms or other documents.
  • Perform teller duties as required.
Wells Fargo Stockton, CA Teller Jan 2010Jan 2011
  • Cash checks and pay out money 
  • Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
  • Balance currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions.
  • Explain, promote, or sell products or services.
Self Employed San Jose/Galt, CA Barber Aug 1995Jan 2011

San Jose City College San Jose, CA General Education
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Resume Details

This is a real resume for a Personal Banker in Stockton, California with experience working for such companies as Wells Fargo, Self Employed. This is one of the hundreds of Personal Banker resumes available on our site for free. Use these resumes as templates to get help creating the best Personal Banker resume.

Previous Companies:

  • Wells Fargo
  • Self Employed

Previous Job Positions:

  • Personal Banker
  • Business Champion
  • Customer Service and Sales Representative
  • Teller
  • Barber


  • San Jose City College

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