Premier Banker05/2012 to 07/2016WELLS FARGO BANKSan Jose, CAPerformed a variety of sales and service activities to all customers including Business Banking with the primary focus on Advance and Premier customers. Proactively developed new client business through team portfolio management, which includes solicitation of client referrals and promotion of products and services. Responsible for ensuring the accurate and timely processing of all activities related to area of specialty. Ensured compliance, operational and system controls in accordance with regulatory standards and government regulations. Provided basic operational support to the business as required.
Business Banking Specialist07/2010 to 05/2012WELLS FARGO BANKRedwood City, CAOpened new Business customer accounts, including checking, savings and lines of credit. Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loans. Assisted senior-level credit officers in developing business loan applications. Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Personal Banker01/2009 to 07/2010WELLS FARGO BANKRedwood City, CAManaged customer portfolio, servicing relationships and cross-selling all products and services. Provided broad base of financial and credit services with the goals of acquiring 100% of the customers' business. Developed and maintained relationships with Wells Fargo partners to maximize sales opportunities and achieve minimum sales standards. Usde profiling analysis tools to identify cross sell opportunities and make outbound sales calls typically by phone to increase product per customer.
CSSR01/2008 to 01/2009WELLS FARGO BANKRedwood City, CAProvided prompt quality customer service along with support to Bankers and store management. Performed wide range of services including document preparation, account servicing/maintenance. Solicited new accounts and cross-sells products and services. Followed-up on Teller referrals.
Teller11/2006 to 01/2008WELLS FARGO BANKRedwood City, CAProcessed standard teller transactions for customers including servicing client accounts, accepting loan payments, managing safe deposit box payments, cashing checks, balancing cash drawers, handling night deposits, correcting discrepancies.
