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Responsible for the overall private wealth client experience, ensuring that the relationship team addresses a 360-degree view of Private Client Group (PCG) affluent clients’ needs. Delivers the full spectrum of U.S. Bank products and services with respect to capabilities and solutions, which includes identification of other experts such as mortgage, small business banking and personal trust services. Primary responsibilities include relationship management, financial planning, development of a deep understanding of the clients’ current financial status and future financial goals, portfolio management, lead/referral management and sales management
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Private Wealth Management BankerU.S. Bank Nov 2015 - PresentMinneapolis, Mn, Us -
Private Client AssociateU.S. Bank Sep 2015 - PresentMinneapolis, Mn, Us -
Sales & Service ManagerU.S. Bank Oct 2013 - Nov 2015Minneapolis, Mn, UsProcess new account transactions, deposits, and pay out funds in compliance with bank policies and proceduresAnalyze and provide solutions for client’s financial needsSell and prepare money orders, cashier’s checks, bank-to-bank wires, savings bonds, and travelers’ checksSell retail banking products and services to customersManage client portfolios, service relationships and cross-sell all products and servicesProvide financial and credit services with the goals of acquiring 100% of the customers’ businessProactively seek out current and potential clients for sales and customer service opportunities through calling activities and use of marketing resourcesWork with banking office team member to achieve individual and banking office sales goals by opening new accounts, taking loan applications and closing loansMaintain up-to-date knowledge of bank products, services, technologies, regulations, industry trends, and market conditionsMaintain records, reports, and procedures required by the office -
Sales AssociateZales 2009 - Mar 2014Assist customers in the selection of fine jewelry and offer complementary items to customer for purchaseHandle each transaction efficiently and accuratelyMaintain merchandising and visual standardsMeet and exceed personal weekly and monthly sales goals
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Universal BankerU.S. Bank 2009 - 2012Minneapolis, Mn, UsProactively use banking knowledge and problem solving skills to evaluate the needs of potential and current customersOffer the appropriate financial products and services based on the customer’s desires and requirementsGather and prepare customer data to process applications and open new accountsProcess home equity line and auto loansSuggest resolutions on customer account disputesMaintain ongoing relationships servicing current customers to uphold goodwill as well as establishing additional businessPromote and sell multiple U.S. Bank products and servicesResolve customer service issuesVerify accuracy of checks received for depositsGreet bank visitors, providing information and directing them to appropriate staff as necessary -
TellerU.S. Bank 2006 - 2009Minneapolis, Mn, UsProcessed customer transactions in a timely mannerProvided exceptional customer service to ensure an overall great experience for all customersControlled money orderingTrained new tellers on US Bank policies and proceduresActed as Vault Teller
Corey Perdue Skills
Corey Perdue Education Details
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Univeristy Of PheonixBusiness Finance -
Griswold Comm. High School
Frequently Asked Questions about Corey Perdue
What company does Corey Perdue work for?
Corey Perdue works for U.s. Bank
What is Corey Perdue's role at the current company?
Corey Perdue's current role is Private Wealth Management Banker at U.S. Bank.
What is Corey Perdue's email address?
Corey Perdue's email address is be****@****hoo.com
What is Corey Perdue's direct phone number?
Corey Perdue's direct phone number is +171278*****
What schools did Corey Perdue attend?
Corey Perdue attended Univeristy Of Pheonix, Griswold Comm. High School.
What skills is Corey Perdue known for?
Corey Perdue has skills like Customer Service, Banking, Credit, Finance, Retail Banking, Loans, Management, Financial Services, Consumer Lending, Portfolio Management, Cross Selling, Small Business Lending.
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