- Montgomery Street, San Francisco, CA 94105
- (555) 432-1000
- resumesample@example.com
- Date of Birth:
- India:
- single:
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.
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- After 8 months of being employed with Wells Fargo Bank, I was rewarded the Service Excellence Award in 2010 for going above and beyond the realm of my duties to help a client resolve an issue.
- In 2012, a banker I work with went on sick leave with a serious illness and I made it my responsibility to help maintain his portfolio, assist his clients, close loans as scheduled, and continue to make sure his goals did not fall behind. Wells Fargo awarded me with the Service Recognition Award for my team work and making sure our clients were taken care of in his absence. Business Associate of the Month - April, November 2013 was given to me my Wells Fargo for efficiently helping our clients either by resolving complex issues in a timely manner or offering them beneficial solutions that the bank provides to help simplify their business functions.
- Inspiring Each Other To Greatness Award - Allocating Resources - May 2014 from Wells Fargo for excellent team work and taking on an extra job duty by supporting the Market President and office while the administrative assistant was on maternity leave.
First National Bank Texas – Temple, TX,
- Provides sales, marketing, and operations support to a Senior Relationship Business Manager with a portfolio of 35 business clients with a revenue of $2MM-$20MM.
- Assist Senior Banking Manager with complex loan requests, processing, and closings in excess of $8MM. Obtain financial information from clients monthly, quarterly, annually to analyze any discrepancies to be known to the banker.
- Use word processing software to compose correspondence & preparing routine reports.
- Partner with across business lines within the bank to successfully meet monthly and quarterly goals.
Fredbeans – Flemington, NJ,
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.
Select Medical Corporation – Detroit, MI,
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.
Nextel Communications – City, STATE,
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.
Hampton University - Hampton, VA
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.
ECPI College of Technology - Newport News, VA
Dean's List 2002, 2003
Perfect Attendance 2001-2003
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Resume Overview
School Attended
- Hampton University
- ECPI College of Technology
Job Titles Held:
- Business Associate II
- Personal Banker
- Commercial Sales Assistant
- Customer Service Representative
Degrees
- Bachelor of Science
- Associates of Applied Science
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