Sangeeta Singh

**** ******* **** **

Antelope, CA 95843oi

Cell# 916-***-****

Home# 916-***-****

adqx6n@r.postjobfree.com

Summary Of qualification:

Top in customer service and Sales with more than 20 years experiences in finance and banking

License achieved – Life, Series 6, Series 63 and Series 7

High School Diploma/equivalent and certificate of Management Work Experience:

Feb 28t to Dec.14, 2020 Regional Private Banker 2 Job title change to Premier Banker 2 July 2015 to Feb 2016: RB Private Banker (Safe) 2/ Relationship Manager- Wells Fargo Bank Provide Full service banking to high value clients. Work to deepen lifelong customer relationship, resolves inquiries, open and service accts Demonstrate leadership through contributing to company culture that support customers in achieving their financial goals Nov. 2013 to July 2015 Wells Fargo Bank - Private Banker (Safe) 1 Satisfy customer financial needs and help them succeed financially Build lifelong relationship by providing Loans and investment/accounts March 2013 to Nov 2013 Wells Fargo Bank - Personal Banker Registered (Safe) 2 Build long term relationship with existing and new High value clients with excellent customer service in all interaction. Identify customer’s needs and provide them with options to meet their needs and financial objectives. Work with Partners to meet customer needs Exceed expectations and assist with investment solution/Loans Jan 2006 to March 2013 Wells Fargo Bank - Personal Banker (Safe) 2 Provide clients with products and services, financial lending per customer’s needs or solving problems. Mentoring & coaching peers May 2003 to Jan. 2006 Wells Fargo Bank - Personal Banker 1 Manage customer Portfolio, service customer, offer products and service based on customer needs and help them succeed financially Dec. 2001 to May 2003 Wells Fargo Bank- Teller

Provide customers with daily transactions and introduce to bankers for financial review, provide WOW service. Balance teller cash and vault. January 2002 to Nob 2012 Inter Flora. Inc. Part-time Bookkeeper/Accounts Receivable and Accounts Payable, including payroll. Inventory. Customer service/sales June 2000 to Dec 2001 Customer Service Rep at Bay Bank Of Commerce, Hayward, CA 94545 Reference available per request