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Wells Fargo Bank - Personal Banker 2 Registered Resume Example

Riley Powell
XXXX XX XXXXX XXXX , Thornton , CO 80241 | (H) XXXXXXXXXXXX | XXXXXXXXXXXXXXXXXXXXXXXX
Professional Summary

Seasoned Sales Professional with more than eight years of experience in Financial Services. Excellent prospecting and networking skills. Track record of achieving exceptional results in sales performance and client retention.

Skills
  • Financial Services
  • Sales and Marketing
  • Persuasion
  • Negotiation
  • Management of Financial Resources
  • Customer and Personal Service
  • Critical Thinking
  • Time Management
Experience
Personal Banker 2 Registered 01/2013 to Present
Wells Fargo Bank, N.A. Denver, CO
  • Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
  • Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation.
Branch Manager 01/2009 to 01/2013
Wells Fargo Bank, N.A. Denver, CO
  • Directed, coordinated, and reviewed activities in sales and service to maximize profitability for the branch.
  • Prepared budgets and approved budget expenditures.
  • Planned and directed staffing, training, and performance evaluations to develop and control sales and service programs.
Personal Banker 1 01/2007 to 01/2009
Wells Fargo Bank, N.A. Denver , CO
  • Determined customers' financial services needs and prepared proposals to sell services that address these needs.
  • Contacted prospective customers to present information and explain available services.
  • Made presentations on financial services to groups to attract new clients.
Executive Team Leader-Hardlines 01/2005 to 01/2007
Target Corporation Northridge, CA
  • Conferred with company officials to develop methods and procedures to increase sales, expand market share, and promote business.
  • Listened to and resolved customer complaints regarding services, products, or personnel.
  • Prepared sales and inventory reports for management and budget departments.
Education
Master of Arts: Education May 2004 University of La Verne - La Verne , CA
Bachelor of Science: Business and Management May 2001 Woodbury University - Burbank, CA Concentration in Finance
Additional Information
Series 6
Series 63
State of Colorado Life Insurance License
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Resume Details

This is a real resume for a Personal Banker 2 Registered in Thornton, Colorado with experience working for such companies as Wells Fargo Bank, Na, Target Corporation. This is one of the hundreds of Personal Banker 2 Registered resumes available on our site for free. Use these resumes as templates to get help creating the best Personal Banker 2 Registered resume.

Previous Companies:

  • Wells Fargo Bank
  • NA
  • Target Corporation

Previous Job Positions:

  • Personal Banker 2 Registered
  • Branch Manager
  • Personal Banker 1
  • Executive Team Leader Hardlines

Schools:

  • University of La Verne
  • Woodbury University

Level of Education:

  • Master of Arts
  • Bachelor of Science

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