Traci Truett
College Station,TX
Summary
Resourceful Licensed Relationship Banker known for high productivity and efficient task completion. Specialize in financial planning, risk management, and customer relationship building. Excel in communication, problem-solving, and adaptability, ensuring successful client interactions and banking operations.
Overview
20
20
years of professional experience
Work History
Licensed Relationship Banker
Wells Fargo & Company
College Station, TX
04.2024 - Current
- Developed and maintained a portfolio of high-value clients within my book of business. Achieving high levels of client satisfaction and retention while doubling my clientele within my book of business.
- Collaborated with internal teams, including mortgage, investment, and commercial banking, to provide holistic financial solutions.
Business Advocate & Personal Banker & Mobile Specialist
Wells Fargo
College Station, USA
12.2012 - 04.2024
- Building strong rapport with new and existing business and consumer customers (including affluent) at all stages of their financial journey to promote branch loyalty and life-long relationships.
- Assessing customer needs and collaborating with strategic partners such as wealth management, mortgage consultants and business banking associates resulting in many referrals, including several affluent (0ne million plus).
- Continued focus on risk management in order to mitigate any liabilities for the bank or customers.
- Strengthening business and consumer relationships through ongoing, proactive contact and continual reassessment of financial needs resulting in beneficial lending opportunities.
- Maintaining current and in-depth knowledge of all products and ensuring customers are educated and kept up to date on all digital options.
Teller
Wells Fargo
College Station, USA
08.2011 - 12.2012
- Met or exceeded sales goals by promoting bank products and services in every interaction.
- Balanced daily cash deposits and bank vault inventory with zero error rate.
- Delivered prompt, accurate and excellent customer service.
Sales Executive/Front Desk
Otsego Golf and Ski Resort
Gaylord, USA
04.2005 - 08.2008
- Crafted golf and ski packages per customer's specific requests for groups up to 40 individuals.
- Maintained customer's needs from beginning to end of their vacation packages handling all facets of their stay.
Education
Some College (No Degree) - Psychology
University of Texas at Austin
01.1991
Skills
- Insurance License
- SIE License
- Series 6 License
- Series 63 License
- Series 65 License
Activities
- Ambassador Program
- 2019 Golden Spoke Award for Service Excellence
Timeline
Licensed Relationship Banker
Wells Fargo & Company
04.2024 - Current
Business Advocate & Personal Banker & Mobile Specialist
Wells Fargo
12.2012 - 04.2024
Teller
Wells Fargo
08.2011 - 12.2012
Sales Executive/Front Desk
Otsego Golf and Ski Resort
04.2005 - 08.2008
Some College (No Degree) - Psychology
University of Texas at Austin
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