Financial services professional proficient in checking, savings and investment fund accounts and transactions. Assists customers in setting up new services, move funds and meet any banking need. Excellent verbal and written communication skills combined with open and upbeat nature. Diligent banking professional with unsurpassed attention to detail and superior ethics. Focused on balancing customer needs with bank security requirements and sales targets. Knowledgeable about regulatory requirements and protection protocols.
As a personal banker at Wells Fargo, I was a small business and community advocate. I helped the community by attending job fairs and community activities to promote strong financial awareness to those in attendance. As a small business advocate, I visited small businesses and offered financial advice, help with loans, and investments. I also helped many small businesses with new accounts and referrals to specialists to help them with debit/credit card processing.
I have had a NMLS while working at Wells Fargo Bank. I processed and closed mortgage and personal loan applications for customers. I also was a notary public for the state of Indiana. I have received training through the company to become a Small Business and Community Advocate. I also have had training in branch management.
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