October 2013 — Present
• Identify client financial needs and provide retail banking products and services to customers and prospects.
• Star Performer of the New York/Connecticut region in 2014.
• Credit Choices Star in Q4 2014. Ranked in the top 10% in loan volume among peers in New York/Connecticut region.
• Top 5 Personal Banker in the district in Q1, Q3, Q4 2014. No. 1 Personal Banker in the district in Q2 2014. Ranked in the top 5% of the New York Metropolitan and Northeast regions. Ranked in the top 1% of the Eastern region.
• Manage personal and business clients’ accounts. Retain accounts by developing long-term relationships with clients to service their financial needs and delivering friendly customer support to ensure the highest level of satisfaction.
• Collaborate with Wells Fargo partners to maximize sales opportunities.