Develops, advises, manages and retains Private Banking/Professional Banking client relationships. Wealth Management services to these clients include: deposit, cash management, credit, investment management and trust services.Business development of client relationships;Advises clients on wealth management and implementation strategies. Demonstrate knowledge, understanding and development of all Wealth Management services including: Consumer and Commercial Credit Structures and Solutions, Financial Planning, Deposit Solutions, Investment Management Solutions and Trust Solutions.Proficient knowledge in other banking services offered by other Lines of Businesses to identify and offer qualified referrals.

Trusted professional for affluent customers, both consumer and small business; responsible for working directly with financial advisers to build retirement planning and investment sales momentum within Wells Fargo with complete integrity, respect and collaboration; provide information on a wide range of financial planning and investment solutions, including managed solutions, wealth advisory services, insurance offerings, and retirement; uncover specific financial needs and resolve escalated customer related issues using knowledge of services, products, and processes; work closely in a branch-based team environment: assist branch management with coaching and developing team members in the areas of customer relationship management and segmentation strategy; develop strong relationships with Wells Fargo partners in order to support a consistent referral process to proactively drive growth in deposits and fee income while cross selling the bank's other products and services including commercial real estate, commercial loans, mortgage loans, commercial banking, small business and cash management.

Supported and directed a team of 20+ team members including lower level management, specialty and licensed roles; recruited and hired talented team members; trained team members to become highly proficient and effective in consultative selling; provided ongoing coaching and feedback; conducted regular meetings to review branch performance, service, sales, policies and procedures; identified and regulated risk for two separate locations; developed and implemented the the affluent/investment sales strategy in the Bozeman, Montana market; collaborated with District Manager to implement an effective community growth strategy by providing coaching, mentorship and support to fellow Branch Managers and their direct reports; served as the face of Wells Fargo in the community carrying out the Bank’s vision and mission through active participation in community events, committees and volunteer activities.

Supported and directed an in store banking branch with several direct reports; recruited and hired talented team members; trained team members to become highly proficient and effective in consultative selling; mentored, trained and motivated lower level management; consulted customers about their finances and financial goals; assisted customers in developing strategies to meet their goals; fostered a positive work environment rich in coaching, development and support.

Managed the direction of work for several direct reports; utilized development and coaching plans to ensure Team Members improved in their sales and service skills; supported Branch Manager in reinforcing a culture of growing the business; facilitated day to day operations of the teller line; overlooked and supported cash management for several branches; ensured compliance with operational regulations, sales and service processes, policies and procedures and completion of compliance requirements.

Connected with customers through asking questions to understand how Wells Fargo can help meet their financial needs; recommended products and services using a consultative selling approach, aligning recommendations with the specific needs and goals of the client; utilized sales tools and resources to generate new business for Wells Fargo; developed strong relationships with Wells Fargo partners enabling customer introductions to specialists for complex needs.

Processed account transactions correctly; followed proper procedures to minimize errors and reduce fraud; informed customers of the benefit they may receive when meeting with a banker, when appropriate.