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Personal Banker Financial Planning

Columbus, OH, 43291
October 22, 2023

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*** ********* **** **** *** Westerville, Ohio 361-***-****


Extensive experience in banking and retail customer service provision. Strong familiarity with a variety of retail banking credit options. Excellent expertise in customer consumer loan types. Knowledgeable banker with more than seven years of experience in the industry.


Skilled at financial planning for many different situations.

Knowledgeable about risk assessment and making profitable investments.

Detail and customer-oriented

Ability to multi-task and work efficiently and effectively to meet required deadlines.

Relationship building and management

Rapport Building

Proficiency with basic computer functions including mouse and keyboard usage, launching applications, conducting searches on the Internet, and maneuvering in a Windows-based environment


January 3, 2012-February 1,2021

Business Personal Banker, Wells Fargo

Focused on building lifelong relationships with customers, both consumers and small businesses. Demonstrated a genuine interest in our customers and ask questions to understand what’s important to them and how Wells Fargo can help meet their financial needs. Experience in managing and resolving account issues in bank branches and via phone.

November 2009-January 2011

April 4, 2006 October 19, 2009

Property Manager, Kaplan Management

·Kept Tenant records using AMSI we based system for a 260 plus unit property Apartment Complex I maintained the property and ensured profitability of the owner’s investment while controlling expenses to maximize income collected rent each month from existing tenants and deposits from new tenants.

Assistant Manager/ Leasing Specialist, Arruth Associates

·Maintained records of sales rental or usage activity maintenance and operating costs or property availability. Leased apartments showed apartments



Real Estate Institute Del Mar College Corpus Christi TX Certificates


Business Advocate

Wells At Work Advocate

Recognition Awards

Obtained Certificates in Banker Training, Teller Training


Ability to share ideas, listen to understanding, respond to others either verbally non verbally through visuals or writing. Professional and positive attitude always & a team player.


Led and mentored a team of 10 retail banking associates. Resolved several disputes by facilitating team-building exercises and weekly meetings where employees could have dialogue and voice their opinions.

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