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Courteous Banking Professional with desire to grow customer base .

Location:
North Wilkesboro, NC
Posted:
June 20, 2022

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Resume:

Pennie S. Sawyer

336-***-****

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

adrgwb@r.postjobfree.com

North Wilkesboro, NC 28659

Objective

To join a company that will allow me to utilize my professional sales experience and problem solving skills to achieve maximum customer satisfaction and sales goals.

Work Experience

Wells Fargo Bank NA

Wilkesboro, NC

Associate Banker / Business Advocate / Teller

August 2016 - Present

■Responsible for knowledge and presentation of retail banking products.

■Set appointments and answer phone as needed.

■Maintain knowledge of products and changes to ensure products purchased benefit customers’ needs.

■Connect with business owners as Wells Fargo Business Advocate.

■Establish relationships with customers to best serve their financial needs and build a culture of trust/ professionalism and confidentiality.

■Educate diverse community members, based on their needs, at group meetings as Wells Fargo At Work Advocate.

■Seek out new business prospects and opportunities for new business relationships by creating proximity reports.

■Advise existing customers by conducting financial reviews to grow with their needs as life changes occur.

■Cultivate a culture of caring by promoting teamwork to achieve customer satisfaction and a positive customer experience.

■Discuss lending needs and submit applications and forward as necessary to partner based on needs outside my approved limits.

■Maintain a cash drawer assisting customers with transactions such as deposits / payments and withdrawals.

Farm Bureau Insurance of NC

Lenoir, NC

Insurance Agent

January 2015 - August 2016

■Expanded a client base of over $500000.

■Conducted sales calls, appointment settings, and needs analysis for both existing and new customer opportunities.

■Partnered with local centers of influence for goal driven sales and referral bases.

■Presented products and opportunities based on clients changing life needs and budgets.

Wells Fargo Bank NA

Wilkesboro, NC

Personal Banker 2

April 2010 - November 2014

■Manage sales of retail banking products

■Maintain knowledge of products and customers relationships to ensure products purchased benefit customers’ needs.

■Foster relationships with customers to help them gain confidence in their ability to earn the best interest, save money, and return for future needs.

■Champion financial group meetings with Wells Fargo At Work

■Cultivate continued relationships between Wells Fargo and employer by setting appointments with local businesses.

■Discover new business prospects by creating proximity reports

■Counsel customers by overcoming objections and showing the benefits of Wells Fargo at Work experience and Wells Fargo legacy

■Inspire teammates by promoting teamwork to achieve store goals and meet all levels of product sales.

Accolades

■First year sales of over $5 million dollars in life insurance volume. 2015

■Ranked in top half of NC for persistency and loss ratio. 2015

■Recognized as top producer in Merchant Service for NC 2013 / 2014

■At Work Ambassador for the District. 2014/2016- present

Affiliations

■Volunteer Boy Scouts of America 25 years

■Wilkes Chamber of Commerce Ambassador 2017

■Eckerd Camp Board of Directors 2017 -2020

■Executive Committee Member Old Hickory Council Scouts USA 2019-present

References

References available upon request



Contact this candidate