Jesse Mcdaniel Email & Phone Number

Overland Park, KS And St. Louis, MO

Overland Park, KS

Shares a leadership role with Relationship Managers in managing a moderate-large portfolio of corporate banking accounts. Be the main point of contact for customers operational questions, issues or problems. Conduct customer courtesy calls, both by phone and in-person, for the purposes of relationship building and identifying cross-sell opportunities..

Leawood, KS

Responsible for the overall success of the store team and serve as the face of Wells Fargo in the community. Lead with ethics, integrity and embrace diversity and inclusion. Possess in-depth knowledge about products and systems, model behavior, coach the team to success, and use initiative and good judgment to manage the store’s budget and lead the store.

Leawood, Kansas

Manage and coach a team of six to successful sales and customer service goals. Create monthly motivation plans to drive sales and service results. Manage operations and controls to ensure operating within regulatory compliance. Use profiling analysis tools to identify opportunities to cross-sell to ensure customers have the best product or service.

Leawood, Kansas

Managed customer portfolios and serviced relationships while delivering exceptional customer service. Provided a wide range of financial and credit services, cross-selling all products and services, gaining more loyal customers. Developed and maintained partnerships with Wells Fargo partners to maximize sales opportunities and cross-sell.

Lee's Summit, Missouri

Built relationships through strong probing, listening and problem solving skills with customers and offered financial products that met their needs. Initiated ongoing contact with customers for servicing and future financial needs, which led to long term business relationships. Interviewed prospective clients to uncover their short and long term financial.