Customer Service Client Associate
Resume:
TINA KURTZ
Temecula, Ca ***** • 760-***-**** • adrgg1@r.postjobfree.com
Professional Summary
Experienced banking professional with superior attention to detail and a highly ethical nature. Dedicated to providing the highest levels of customer service while meeting ambitious sales goals. Familiar with many diverse banking and investment products, including deposit accounts and loans, with an equal focus on both the consumer and business client. Extremely competent in serving the highly affluent and helping with the most complex transactions. Positive and upbeat team player with strong communication skills and problem-solving abilities.
Skills
Customer service-oriented.
Meeting sales goals
High net worth clientele expertise
Professional demeanor
Staff leadership and direction
Team player
Work History
Senior Personal Banker, 01/2016 to 10/2019
Wells Fargo Bank – Temecula, CA
Cultivated and strengthened relationships with new and existing consumer and business clients, with an emphasis on the high net worth individual
Educated clients on various financial matters and products as well as provided professional recommendations on investment opportunities, products and services.
Conducted detailed financial reviews for consumer and business clients to ensure that I was meeting each clients individual needs
Originated, reviewed and processed consumer and business loans and lines.
Supervised and approved transactions for tellers and bankers
Senior Registered Client Associate, 10/2014 to 01/2016
Wells Fargo Advisors – Carlsbad, CA
Prepared and processed documents such as new account applications, withdrawal requests, and transfer requests from other institutions
Prepared personalized correspondence at the direction of the Financial Advisors I supported
Provided administrative support to Financial Advisors in areas of calendar management, travel arrangements and seminar planning
Assisted Financial Advisors with business development and customer service
Ensured compliance with policies and quality standards to maintain consistency and quality of service
Senior Personal Banker, 10/2013 to 10/2014
Wells Fargo Bank – San Marcos, CA
Cultivated and strengthened relationships with new and existing consumer and business clients, with an emphasis on the high net worth individual
Educated clients on various financial matters and products as well as provided professional recommendations on investment opportunities, products and services.
Conducted detailed financial reviews for consumer and business clients to ensure that I was meeting each clients individual needs
Originated, reviewed and processed consumer and business loans and lines.
Supervised and approved transactions for tellers and bankers
Private Mortgage Banker, 10/2012 to 10/2013
Wells Fargo Mortgage – Murrieta, CA
Developed prospects for new mortgage loans by conducting 80-100 cold calls per week
Originated, reviewed, processed and closed residential mortgage loans with a focus of the needs of the high net worth individual
Worked with underwriters to fix application problems and resolve issues
Developed and maintained relationships with local real estate agents in order to cultivate loans
Senior Personal Banker, 07/2006 to 10/2012
Wells Fargo Bank – Corona, CA
Cultivated and strengthened relationships with new and existing consumer and business clients, with an emphasis on the high net worth individual
Educated clients on various financial matters and products as well as provided professional recommendations on investment opportunities, products and services.
Conducted detailed financial reviews for consumer and business clients to ensure that I was meeting each clients individual needs
Originated, reviewed and processed consumer and business loans and lines.
Supervised and approved transactions for tellers and bankers
Education
Associate of Arts: Telecommunications
San Bernardino Valley College – San Bernardino, CA
LICENSES
Series 7
Series 66
California State Life Insurance
Notary
Contact this candidate