Manager Customer
Resume:
Christina Talbott
*************@*******.***
Objective:
To secure a position with a well established organization with a growing
environment that will lead to a long lasting relationship in the field of
finance.
Education:
Securities Licensing
Series 6, 63, 65 and Texas State Life Insurance - 2011
Nationwide Mortgage Licensing System (NMLS)
Registered to be in compliance with S.A.F.E. Act - 2011
University of Houston
Bachelor's of Business Administration - Major: Finance - December
2008
Kaplan
Mortgage Loan Officer License - 2006
Experience:
2010-Current
Wells Fargo Bank, N.A.
Personal Banker/Brokerage Associate
January 2013 - Promoted to Personal Banker 2 which has larger loan volume
goals
April 2012 - I was chosen to be in the Affluent Customer Segment Catalyst
Coaching Program that focused on high potential licensed bankers (only
two hundred licensed bankers were chosen out of three thousand)
December 2011 - I obtained my Series 6, 65, 63 and State Life Insurance
Licenses
October 2011 - I was nominated to participate in the Licensed Banker
Program to have the chance to obtain my Securities Licensing after
being employed as a personal banker for less than 2 years
Was designated Business Champion in branch - opened all commercial accounts
for the Market Street branch and maintained/developed business
relationships
Asked by District Manager to travel and assist Wachovia bankers in the
conversion of Wachovia banks to Wells Fargo branches
Maintained a working knowledge of the complete line of products and
services offered, provided branch referrals to specialists in areas
such as Investments, Mortgage Consultants, Business Partners etc...
Analyzed credit needs of each client and offered credit products to
eligible customers including but not limited to Home Equity products,
Auto loans/Refinancing, Personal loans/lines, etc...
2009-2010
Texas Gulf Bank, N.A.
Personal Banker
Provided outstanding service to our high value clients (net worth of
$250,000 plus) by greeting customers, researching customer inquiries
and other customer originated servicing needs with the intent of
enhancing customer retention and exploring additional sales
opportunities
Maintained branch operations by executing day to day activities such as
balancing ATM and Vault monies, and opening and closing bank branch in
absence of manager
Assisted on site loan officers in recognizing lending needs and executing
consumer loans
2004 - 2007
JP Morgan Chase Bank, NA
Teller
Proficient in policies, procedures and bank regulations
Processed customer's transactions effectively and efficiently
Greeted and engaged customers which allowed for customer retention
Cross sold bank products at teller window by assessing customer's financial
needs and matching a corresponding product to fulfill need
2003 - 2006
Woodforest National
Bank
Teller / Personal Banker
Proficient in policies, procedures and bank regulations
Selected by management to train and mentor new tellers
Participated in all training opportunities
Opened all types of accounts including checking, savings, IRAs,
certificates of deposits Regularly maintained customer accounts of Stop
payments, Holds, Auto Transfers
Possesses thorough knowledge of bank products and services
Ability to cross-sell bank products effectively
Community Service:
Montgomery County Friendship Center
Special Olympics - Montgomery High School
Montgomery County Cookie Walk
Relay for Life - Breast Cancer Marathon
Lamar University Clean Campus Volunteer Assoc.
References - Available Upon Request
Contact this candidate