Cody Bates Email and Phone Number
Cody Bates work email
- Valid
- Valid
- Valid
Cody Bates personal email
- Valid
- Valid
- Valid
Cody Bates phone numbers
Hi, I'm Cody Bates- a Wealth Managment Banking Coordinator within Wells Fargo Private Bank. I have 5 years of experience in the banking industry, 3 years with the retail consumer bank and 2 years within Wealth Management. From the moment I entered the working world, my passion has been people, and my talent has been research/problem solving. I am dedicated to helping our high-net-worth families thrive, and I do so via my own approach to building + maintaining relationships with our clients and their immediate office. Mine is a client driven approached centered around a past, then future approach. The first step to any good relationship is to truly understand the other person! While I assist with day-to-day needs, I work to understand not only how a client conducts their business- but why a client chooses to work that way. Once the past is understood, we look forward: how can we help the client conduct business in a way that works for them and moves them toward their goals. New to the industry, I look forward to many years of growth, learning, and revision of the way I operate. I welcome the opportunity to connect with anyone!/*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedThe Private Bank is an experience level for qualifying clients of Wells Fargo Wealth & Investment Management (WIM). WIM offers financial products and services through affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A., Member FDIC.Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Wells Fargo Private Bank
View-
Wealth Management Banking CoordinatorWells Fargo Private Bank Sep 2022 - PresentSan Francisco , Ca, UsWealth Management Banking Coordinator at Wells Fargo Private Bank (Richmond City County, Virginia, United States). 9/2022 - Present. As a Wealth Management Banking Coordinator, I assist high net worth families with their daily banking needs. I work to understand the needs they have and assist in finding the optimal solution. I do all of this with the mission of helping them achieve their goals while providing friendly service and building a strong working relationship with them. I work within a team of 8 people to achieve these goals.
-
Personal BankerWells Fargo Sep 2019 - Sep 2022San Francisco, California, UsAs a personal banker with Wells Fargo I helped clients succeed financially. This looked different for every client! For one client it could mean helping them learn how to effectively budget to save more per month. For another it might mean aiding in the opening a new account due to a life transition (perhaps recent marriage). I focused on effective, honest, joyful service while delivering to my clients the professionalism and expertise they expect from Wells Fargo. -
Food And Beverage SupervisorOmni Hotels & Resorts Oct 2017 - Sep 2019Dallas, Tx, UsI supervised a small team of people in a high-traffic Starbucks located within the Omni Hotel in Downtown Richmond, Virginia. I led a small team of 8-9 people in serving ~250 people a day. I assisted with scheduling and the delegation of daily responsibilities, assisted with drafting store policies regarding returns/refunds/pricing and was first called upon to resolve all conflict with customers who had issues needing resolution. -
Shift SupervisorStarbucks Feb 2016 - Aug 2017Seattle, Wa, UsAs a shift supervisor at Starbucks, I collaborated with other shift supervisors to execute seasonal launches of new product in a way that is engaging to customers. Together we addressed issues of partner morale and created a learning environment that was focused on clear feedback, coaching, and positive reinforcement. Additionally, I assisted with volume management during peak hours (including the delegation of responsibilities and assignment of duties while filling in where the role required). I also assisted with cash management, tracking nightly profits and balancing cash drawers. -
Events Student CoordinatorMarymount University May 2015 - Aug 2017Arlington, Va, UsAs the student coordinator for Marymount University's conference center, I had the opportunity to lead a team of 4-5 in ensuring the success of any conference group that visited our campus. As the senior leadership changed, I was given the role of taking ownership of and ensuring the continued excellence of our conference center. I kept an efficient, effective, relationship driven approach in leading our team to create plans for and manage the events of client groups up to 100+ people for groups such as American Legion Boys Nation. I developed strong rapport with the leadership of each group, addressed problems quickly and ensured their continued business for following years. During my time I developed my skills in small team leadership, time management, prioritization, and large group management
Cody Bates Education Details
-
Marymount UniversityPsychology
Frequently Asked Questions about Cody Bates
What company does Cody Bates work for?
Cody Bates works for Wells Fargo Private Bank
What is Cody Bates's role at the current company?
Cody Bates's current role is Wealth Management Banking Coordinator | Financial Services Professional NMLSR ID 1906580.
What is Cody Bates's email address?
Cody Bates's email address is co****@****tbi.com
What is Cody Bates's direct phone number?
Cody Bates's direct phone number is +180442*****
What schools did Cody Bates attend?
Cody Bates attended Marymount University.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial