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Wells Fargo - Personal Banker 2 Safe Resume Example

Julian Phillips
XXXX XXXXXXX XX , Richmond , VA 23228
Professional Summary

Results-oriented Bi-lingual Financial Professional with more than 7 years of experience in the retail and finance environment. Extremely innovative and goal-driven with the unique ability to relate to diverse clients and close high-dollar sales.

  • Foreign Language
  • Telecommunications
  • Management of Financial Resources
  • Management of Personnel Resources
  • Personnel and Human Resources
  • Coordination
  • Service Orientation
Wells Fargo Richmond , VA Personal Banker 2-Safe Mar 2014Present
  • Increased client loyalty by 30% by retaining repeat clientele and increased customer service through Gallup Shops
  • Managed an elite client portfolio via outbound sales calls, and offsite sales production, and client loyalty
  • Developed new personal and business relationships through offsite set-ups through schools, corporations and other small businesses

  • Consistently met and exceeded monthly Partner Referral goals through negotiations with Wells Fargo Partners,( i.e. Mortgage, Insurance, Wealth Management)

Wells Fargo Bank Glen Allen , Va Personal Banker 1 Aug 2010Mar 2014
  • Successfully built long-term relationships with new and existing  personal and small business customers ensuring

significant retention and the providing of excellent customer service

  • Developed prospects from current commercial customers, referral leads, and sales

  • Effectively identified and recommended the most suitable financial solutions and cross-sell opportunities for business and personal clients


Wachovia Glen Allen , VA Sr. Teller Mar 2008Aug 2010
  • Cashed checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
  • Ordered a supply of cash to meet daily needs.
  • Monitored bank vaults to ensure cash balances are correct.
  • Processed transactions such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits.
  • Oversaw a maximum of 8 tellers and assisted in the daily cash, administrative and auditing needs
Wachovia bank Glen Allen , VA Teller Mar 2007Aug 2010
  • Consistently recognized as one of the top five tellers in my district for meeting/exceeding daily sales/referral goals
  • Cashed checks and payed out funds after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
  • Entered customers' transactions into computers to record transactions and issue computer-generated receipts.
  • Balanced currency, coin, and checks in cash drawers at ends of shifts, and calculated daily transactions using computers, calculators, or adding machines.
The Home Depot Richmond , VA Store Scheduler/ HR Assistant Jun 2002Aug 2007
  • Effectively composed the store schedule for up to 50 Employees
  • Processed time off requests and assigned designated training for all employees  
  • Verified attendance, hours worked, and pay adjustments, and posted information onto designated records.
  • Kept track of leave time, such as vacation, personal, and sick leave, for employees.
  • Provided information to employees and managers on payroll matters, tax issues, benefit plans, and collective agreement provisions.
Strayer University Richmond , VA Associate of Science: Business Administration Jun 2013
English, Spanish
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Resume Details

This is a real resume for a Personal Banker 2 Safe in Richmond, Virginia with experience working for such companies as Wells Fargo, Wells Fargo Bank, Wachovia. This is one of the hundreds of Personal Banker 2 Safe resumes available on our site for free. Use these resumes as templates to get help creating the best Personal Banker 2 Safe resume.

Previous Companies:

  • Wells Fargo
  • Wells Fargo Bank
  • Wachovia

Previous Job Positions:

  • Personal Banker 2 Safe
  • Personal Banker 1
  • Sr Teller
  • Teller
  • Store Scheduler


  • Strayer University

Level of Education:

  • Associate of Science

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