Experience

First Republic Bank

• United States
• Banking
• 700 & Above Employee

• Personal Banker

  • Feb 2010 - Present

  Responsible for providing quality customer service, cross-sell banking products and maintaining PB Office operations along with the Assistant Manager. Aggressively sell full range of Bank’s products through a thorough, in-depth knowledge of each, and consistently meet established sales goals. Sales & Customer Service Sell all FRB products. Refer customers to Relationship Managers, Preferred Bankers, and Trust Officers to ensure the most effective cross-sell potential. Establish and maintain professional relationships with customers to ensure repeat and referral business. Provide excellent customer service to current and potential customers. Support Process customer transactions according to PBO policies and procedures. Prepare and balance daily work, bank deposits, ATM and Night Depository. File and maintain bank records in compliance with policies and procedures. Provide assistance to other PBOs as needed. Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Personal Banker 2

  • Apr 2008 - Feb 2010

  Provided full-service banking to high value customers and oversaw a portfolio of simple and/or packaged-product account relationships. Consulted with customers regarding financial needs, recommended product/solutions, and financial services to meet those needs. Additionally, resolved inquiries, opened and serviced accounts within authorized limits such as checking, savings, credit/loan and identified and refered investment opportunities. Partnered and/or acted as a liaison to other internal departments. Cross-sold products and services to existing clients. Continually built a network of internal and external sources and resources to further enhance the customer experience and meet customer's needs. Show less

• Personal Banker 1

  • Apr 2006 - Mar 2008

  Sold retail banking products and services to customers and prospects. Managed customer portfolio, serviced relationships and cross-sold all products and services. Provided broad base of financial and credit services with the goals of acquiring 100% of the customers' business. Developed and maintained relationships with Wells Fargo partners to maximize sales opportunities and achieve minimum sales standards. Used profiling analysis tools to identify cross sell opportunities and maked outbound sales calls typically by phone to increase product per customer ratio. Show less