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Candidate's Name
EMAIL AVAILABLEPHONE NUMBER AVAILABLEPROFESSIONAL SUMMARYOffice Manager and Business Banking Specialist with strengths, experiences, and ability togrow, proffer solutions, and improve on building client and employee relationships throughservice. Serve, advise, and guide consumer and business clients to improve financial lives.EDUCATION LICENSES CERTIFICATIONSUniversity of Wisconsin-Madison  Bachelor of Science  Mechanical EngineeringNMLSR ID (Nationwide Mortgage Licensing and Registry)Secure and Fair Enforcement for Mortgage Licensing (SAFE) CertificationCOMPUTER SKILLSMicrosoft Office SuiteOutlookSales ForcePro-Engineering GraphicsAshlar VellumWells Fargo Teller view SystemSVP SystemCRV SystemCROSS FUNCTIONAL SKILL AREASTraining SpecialistRisk ManagementProject ManagementResearch/Data AnalystTechnical WritingRelationship and Sales ManagementEXPERIENCEWells Fargo Bank Middleton and Madison, WI November 2009 to June 2024Relationship Management  Business Banking Specialist  Business AdvocatePersonal Banker 1  Personal Banker 2Courteous, demonstrate knowledge skills and professionalism in all client interactionsBanking Application (App) Mobile specialistEmployee impact team Member, living company expectations by doing what is right,doing it well, and leading with an enterprise mindsetAssisted clients establish revocable and/or irrevocable trust accounts, completedCertification of Trustee for bank documentation and established Estate accountsAppropriately identified, captured, and followed procedures for customer complaintsCompleted and implemented learnings from all required trainings and adhered toCIP/CDD/TE, and the Sales and Service Quality Manual (SSQM)