Wells Fargo Regional Private Banking Sales Manager for the Dallas Community Bank affluent sales team specializing on clients with $250K to $3M in relationship assets. Accomplished Financial Services Professional with broad experience in affluent client relationship management, strong customer service delivery, team coaching and employee development. Facilitated and expanded strong partnerships with strategic internal partners.Sales & Service Leadership Training, Relationship Management, Regulatory Compliance, Group 1 Insurance License, Consumer/Business Lending and Private Client Services Financial Tax AnalysisSpecialties: Affluent Client Development and Relationship ManagementClient CentricStrong, persuasive leadership skillsMentor/CoachRecruit and developed high performing sales teamsDelivers ResultsCollaborative Partnerships
Listed skills include Banking, Loans, Portfolio Management, Relationship Management, and 46 others.