Highly motivated Business Associate for Wells Fargo Business Banking who effectively identifies sales opportunities and resolves complex financial concerns for business clients. Organized professional who is highly proficient in developing creative solutions and implementing objective decision making. Maintains positive attitude and works hard to build successful partnerships across different lines of business within the company. Professional success is based on integrity, excellent customer service and ambition. Professional goal is to move up the ranks within Wells Fargo as a Credit Analyst for Business Banking, then to gain an Accountant position with Accounting, and ultimately into a leadership role.
Managed a portfolio of personal clients and helped them achieve financial success through educating and beneficial banking solutions. Exceeding daily and monthly goals by fostering positive relationships in the community with local businesses and the people.
Provided support to Commercial Market Executive and 2 Business Bankers. Maintained each of their portfolios of 60-100 commercial accounts. Conducted account openings and maintenance functions as needed. Prepared loan request, documentation, and coordinated loan closings. Responsible for completing quarterly MICR audits. Complete daily tasks with little to no supervision.
Provided quality assurance over government and corporate orders. Analyzed customer complaints and provided appropriate solutions. Multi-tasked and worked in a fast paced environment with little supervision. Maintained and exceeded required company sales percentage. Completed follow-ups/responded to emails via CHAT with Direct and Indirect dealers.
Attended Hampton University's Continuing Education program where I graduated Cum Laude and earned my Bachelor or Science in Business Management with a concentration in Management of Information Systems.
Dean's List 2002, 2003
Perfect Attendance 2001-2003
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