License Personal Banker 2
Wells Fargo
Jul 2015 - Sep 2021 (6 years 3 months)
Leveraged my interpersonal communication and presentations skills to serve as a primary resource to customers, providing insight and guidance while building relationships to sustain high satisfaction ratings and retention.
●Conducted essential documentation and relevant analyses to ensure compliance and proactively mitigated risks in transactions- ex: technical exceptions, CIP report.