Long Beach, CA
... on the product or area they were designated to Wells Fargo- Manhattan Beach, CA September 2012 - Feb 2013 Customer Service Rep/ Banker/Teller • Meet and greet clients as the walked into the branch, assist them with any questions or problem/concerns ...
- Apr 13
San Antonio, TX
... Broadway National Bank, Relationship Banker II, April 2018 –March 2019 I served consumer and commercial customers face-to-face and over the phone with teller transactions, new accounts and loans in 3 of our flagships, high volume financial centers. ...
- Apr 12
Edison, NJ, 08820
... The main objective of this project is to create new branches, to create new users and banker employees along with the privileges. Admin is the key user, who has all the privileges for creating the Branches, Users and Banker Employees and along with ...
- Apr 12
Mansfield Center, CT
... Ranked #3 out of 52 Branches in the state of RI ACCOMPLISHMENTS World Class Customer Experience Award 15+Years of Banking Experience Top 2% Ranked National Sales Manager Frontline Leadership College Recognized as Banker of the Year Creator and ...
- Apr 12
Hayward, CA
... License Banker, Wells Fargo Bank 2017 - 2019 ● Manage 100+ current investment clients representing $10MM to maximize revenue. ● Analyze customer data to identify prospective customers. ● Develop financial/budget plans for customers and help them ...
- Apr 11
Kennewick, WA
... tours, coordinated complex schedules • Coordinated the business/personal schedule of a highly demanded Broker Coldwell Banker and Tomlinson, 2018, Front Desk/ Agent Assistant Skills and Experience: • Greeted new and existing clients, offered ...
- Apr 11
Minneapolis, MN, 55415
... – OCC Independent Foreclosure Review – Check Verification ·Incoming scripted call handling of banker inquiries for submitted borrower foreclosure reparation checks verification against ISISII database information, ServiceNow logging of activity. ...
- Apr 11
Miami, FL, 33146
... 10 YEARS Top Investment Banker for HSBC. ABN AMRO- Miami USA August 2001 – June 2004 Vice President / International Private Banker Sept 2003 – June 2004 Managed over $65 million in assets of HNW Brazilian individuals Grew Portfolio from $0 - $65 ...
- Apr 11
Baton Rouge, LA
... Banker’s Life, Baton Rouge, LA Insurance Producer, October 2019-February 2020 I met existing and new clients at their homes to understand their needs and budget and write life insurance policies. I worked existing accounts (employers) and helped to ...
- Apr 10
Denver, CO
... JP Morgan Chase, Personal Banker 08/2017-10/2019 Notary Public, NMLS License Provided referrals for expertise in retirement and investment consulting to support individuals and organizations worldwide in designing, managing, administering and ...
- Apr 10