Premier Banker resume example

Performed 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 included solicitation of client referrals and promotion of products and services. Ensured compliance, operational and system controls in accordance with regulatory standards and government regulations.

Opened 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.

Managed 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. Used profiling analysis tools to identify cross sell opportunities and make outbound sales calls typically by phone to increase product per customer.