Focused on building lifelong relationships with affluent customers (250K and above), both consumers and small businesses. Demonstrate a genuine interest in customers and ask questions to understand their financial priorities and meet their needs. Open new customer accounts, including checking, savings and lines of credit. In charge of developing strong relationships with other Wells Fargo partners that enable them to introduce customers to specialists who can assist with specific financial needs. Special emphasis is placed on assisting customers with more complex needs such as personal financial reviews, lending services, small business needs, and retirement.
Delivered exceptional service by greeting and serving customers in a timely, friendly manner. Addressed negative customer feedback immediately while resolving customer questions, issues and complaints. Effectively communicated with team members to maintain clearly defined expectations. Assisted guests with making menu choices in an informative and helpful fashion. Skillfully anticipated and addressed guests' service needs.
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