Rick Sorenson Email & Phone Number

Arcadia, Wi, Us

San Francisco, California, Us

As a Premier Banker I am responsible for servicing and building relationships with affluent customers. I work proactively to engage my clients to understand what is most important to them and help with their financial needs. I work with partners such as Wells Fargo Financial Advisors, Wells Fargo Mortgage Lenders, Wells Fargo Commercial Banking and Wells Fargo Merchant Services to acquire, deepen, and retain relationships, and help affluent customers succeed financially. My responsibilities include:• Build relationships with affluent customers through asking questions to learn about their financial needs, share how Wells Fargo can help, follow up, proactive outreach, and appointments..• Explain and demonstrate self-service digital options to customers • Maintain deep knowledge of bank products and services • Build relationships with branch team members and partners and work together to best serve customers• Complete service requests, establish new accounts, and submit credit applications• Make introductions to partners to help meet customer’s broader financial needs• Help resolve customer concerns and escalate issues as needed

I was responsible for supervising a group of four Relationship Bankers, one Mortgage Originator/Loan Officer, One Cash Management Officer, two Universal Bankers and 15 Customer Service Representatives. My responsibilities include, training the staff on sales skills, increasing consumer loan production, opening personal and business accounts, staff development, growing deposits, hiring new employees, new product introduction, developing promotions and working with the local chamber and non-profit groups to maintain a presence in the community.• Implemented an an-boarding process for consumer and commercial accounts• Double digit consumer loan growth• Developed numerous deposit promotions to raise Core Deposits• Originate new mortgage business• Oversee the Retail Mortgage Department

Milwaukee, Wisconsin, Us

I am responsible for management of the entire bank office with the primary objective of driving branch results. I directly manage the Assistant Bank Office Manager and the Licensed Bankers. I originate small business loans, consumer loans and annuity sales. In an effort to drive sales, I conduct outside sales calling efforts, participate in off-site community awareness campaigns and represent the bank at a number of commuity functions.I actively engage in relationship marketing

Green Bay, Wisconsin, Us

As the Assistant Branch Manager, I was responsible for the sale of bank products to customers and prospectsSolicits and opens new accounts including Direct Deposit and Consumer LoansClose on a high level of re-financing of homes. Solicit small business accountsSell Debt protection coverageActively participate in Personal Banker / Assistant Manager ForumsSupervise tellersPut procedures in place to help raise the compliance review scores from a failing 48% to achieving above average of 98%.

Chippewa Falls, Wi, Us

Secured financing for customers for purchase of new and pre-owned vehicles.Close on a high volume of sales, averaging 50 - 60 vehicles monthly.Achieve financing penetration of 70%, consistently exceeding national industry average. Successful at selling additional financial options to customers, including vehicle service contracts, GAP insurance and credit, life and disability products. Active Participant in the Markquart Continuous Improvement Team, leading to service and business improvements.

Secured the financing for customer vehicle purchases and related optional insurance fee products. Trained staff on proper financial disclosure and Truth-In-Lending requirements. Provided daily follow-up with sales staff, brainstorming alternative approaches to reviving a lost sale. Developed and presented yearly and monthly sales forecasts to the General Manager/Owner.

PRIMUS was a division of Ford Motor Credit, specializing in the brands of Jaguar, Land Rover, and Mazda. Responsibilities included analyzing dealerships sales processes in the finance department. Auditing dealerships financial statement to look for areas of opportunity. Developed action plans to capitalize on areas of improvement and help implement the process changes. The goal of this position was to improve auto dealerships finance and insurance production and to gain a preferred lender status with the dealer.

Bachelor Of Business Administration (B.B.A.), Management And Marketing

Education record