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Customer Service Wells Fargo

Location:
Macungie, PA
Posted:
December 12, 2024

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Resume:

JULIA L MILLER

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

Macungie PA 18062

610-***-****

*************@*****.***

OBJECTIVE: Customer Service, Property & Casualty Insurance, Sales, Management, banking (prefer part time)

EXPERIENCE:

JULIA MILLER AGENCY: ALLSTATE INSURANCE COMPANY,

EXCLUSIVE AGENT/OWNER,

July 2015 – October 2021

Started my personal lines Property & Casualty agency from scratch and grew my book of business to $900,000 through networking, telemarketing and gaining trust within the community by providing excellent customer service through thorough insurance reviews and making recommendations based upon insured's life changes.

Https://agents.allstate.com/julia-miller-bath-pa.html

WELLS FARGO BANK, STORE MANAGER III, ASSISTANT VICE PRESIDENT,

September 2012 – September 2013

Branch Manager. Promoted to higher volume branch, a remote location and managed 18 employees

WELLS FARGO BANK, STORE MANAGER II, OFFICER, LEHIGH VALLEY VOLUNTEER CHAPTER PRESIDENT,

MARCH 2010 – SEPTEMBER 2012

Branch Manager. Awarded 2011 Star Performers Program. Attended 2012 Annual Leadership Conference honoring the top 2% managers in the country

WACHOVIA BANK, LICENSED FINANCIAL SPECIALIST/PERSONAL BANKER II,

July 2005 – March 2010

Acquisition of deposit accounts, loans, lines of credit. Mentored new hires. Exceeded monthly quotas, received monthly and quarterly bonuses, ranked in the top 15% in company. Greater PA spokesperson during the merger of Wachovia and Wells Fargo banks 2009 & 2010

WILLIS OF PENNSYLVANIA, PROPERTY & CASUALTY INSURANCE PRODUCER MARKETING ASSISTANT,

December 2003 - April 2005 and June 1991 – July 1993

Solicitation of prospective commercial clients through telemarketing, direct marketing, submission preparation, sales presentations and proposal delivery with the producer

Active Licenses: Property, Casualty, Life and Health Resident #337682

(National Producer # 7068737)



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