Jasmine Packer Email & Phone Number

Redding, California, United States

• Provide administrative and sales support to multiple Financial Advisors.• Prepare and process financial documentation related to opening and maintaining accounts in accordance to policies and procedures.• Collaborate with the retail branch team in sourcing, maintaining and converting leads or referrals.• Increase client retention by assisting clients in pleasant, professional manner and resolving complex issues.• Perform money movement transactions.• Keep Financial Advisors informed of important information related to client activities and accounts.

• Determine the eligibility of applicants and recipients for public assistance programs through interactive interviewing and fact gathering.• Maintains current knowledge of program regulations and procedures necessary for multi-program caseload administration.•Initiates and processes casework through an automated system.• Identifies needs and makes appropriate referrals for health, social, and/or employment services; and performs related work as required.

Pasadena, California, United States

•Work in partnership with WM Relationship team in developing client individualized plans from retirement goals, to business succession planning to family legacy intentions.•Support senior level Private Bankers with account administration, sales activities, risk management, and relationship management, supporting multiple people and balancing multiple priorities.•Researches and resolves operational issues related to complex accounts.•Interacts frequently with clients to help profile and identify client retention issues as well as potential new business opportunities across product lines.

• Work in partnership with the Store Manager to ensure store team’s success by hiring, training, supervising, coaching and developing a highly engaged service team. • Effectively manage team member concerns and rapidly develop careers • Develop effective business plans to improve employee productivity, job satisfaction and morale. • Ensure compliance with all operational regulations, sales and service processes, policies and procedures, and completion of state and federal compliance requirements. • Prevent financial loss by identifying suspicious fraudulent activity.

• Work in partnership with Service Manager to ensure service team success by coaching tellers in exceeding customer service expectations and quarterly sales goals. • Develop teller ability to deliver exceptional customer service and identify sales opportunities through observations and on the spot coaching. • Assist in completing store audit preparation tasks to ensure store is in compliance.

• Conduct high volume cash transactions while maintaining drawer balance. • Introduce customers to bankers to find solutions that will help them succeed financially.

•Profile new and existing clients to satisfy all financial needs and help them succeed financially. •Identify cross selling opportunities to earn 100% of client’s business. •Acquire and maintain loan accounts. •Develop and maintain relationship with Wells Fargo partners by referring business prospect.