• Introducing current and potential consumer, high value, and business clients to appropriate bankers through introductions or follow-ups which leads to customers establishing a new banking relationship or expand upon an existing one
• Process transactions promptly meanwhile reviewing each one to help mitigate loss due to fraud for both the customer and the bank resulting in customer account safety and accurate reporting of fraud to appropriate sources
• Reviewing policies and procedures regularly to retain and expand upon current and new information, in turn, preparing myself and my team members for a yearly bank audit resulting in accurate knowledge operations of bank safety standards and guidelines
• Help generate feedback internally as part of the Wells Fargo Ambassador Program to help make changes within the retail banking sector and increase workplace satisfaction for employees