Sukh Singh Email & Phone Number

Davis

• Manages customer portfolio, services relationships and cross-sells all products and services.• Provides broad base of financial and credit services with the goals of acquiring 100% of the customers' business. • Used financial models to determine best loan product for customers. • Reviewed gross and net sales to determine which product to offer business customers.• Develops and maintained relationships with Wells Fargo partners to maximize sales opportunities and achieve minimum sales standards.• Uses profiling analysis tools to identify cross sell opportunities and makes outbound sales calls typically by phone to increase product per customer ratio.• Maintains excellent customer relations with existing and new customers• Ensures compliance with bank procedures/policies • Assists in performing job training for new hires• Gives approvals for monetary transactions to ensure checks and balances