Jonathan Yancy Email & Phone Number

North Carolina, United States

• Participate in building relationships with customers and spend time understanding required needs• Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs• Analyze tactical business challenges related to full-service banking • Present recommendations for resolving inquiries and service requests regarding customers' accounts• Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers• Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers• Identify opportunities to leverage partners and connect customers with the appropriate partner or relationship manager to meet their needs.

Durham, North Carolina, United States

• Open and maintain client personal accounts and profiles in Client Central.• Open and maintain business accounts such as sole proprietor (DBA), LLC, and corporation in Client Central.• Offer consumer lending accounts and benefits such as CDs, HELOC, and Personal loans to clients.• Ability to retrieve information from the Truist Source such as ACADiA and TASK.• Actively engaging in meaningful conversations with customers to understand their financial needs.• Work closely with all branch partners to help deepen and retain client relationships.• Effectively resolving customer inquiries/ complaints in a positive, professional, and timely manner.• Ability to effectively complete and pass all required quarterly/annual BSA training requirements.

United States

•Create and update customers’ information in Salesforce, account opening, handling cash transactions and cross-selling bank products/services.• Check cashing for non-customers against OFAC Watchdog.• Actively engaging in meaningful conversation with customers to understand their financial needs.• Work closely with all branch partners/ business specialists to help deepen and retain client relationships.• Effectively resolving customer inquiries/ complaints in a positive, professional, and timely manner.• Ensure that all transactions are processed in accordance with internal policies and procedures including BSA/AML requirements.• Ability to effectively complete and pass all required quarterly/annual BSA training requirements.• Contact clients to obtain updated documentation and KYC information

Greater New York City Area

• Supervise and train new tellers on branch procedures • Manage general teller activities to include deposits, withdrawals, and fraud mitigation • Create cross-selling opportunities by referring customers to Business and Financial Advisors• Ensure service excellence by proactively monitoring customer engagement• Educate customers on alternative banking channels• Work closely with all branch partners to help client deepen and retain relationships• Proactively calling clients for account reviews and updates• Lead Division/Branch initiatives like complaint capture, client experience, MRC, and NTB deposit conversations

Bachelor Of Science - Bs, Accounting

License, Series 63

North American Securities Administrators Association 1-63 Uniform State Law Examination

License, Securities Industry Essentials - Sie

Certified Anti-Money Laundering Specialist (Cams) 6, Fraud/Compliance

Certified Anti-Money Laundering Specialist (Cams)

License, Series 6

Financial Industry Regulatory Authority Investment Co. and Variable Contracts Products Rep.