Nicholas Jones Email & Phone Number

San Diego, California, United States

• Responsible for growing revenue though loans, deposits, investments and other banking products. Analyzed balances and sales trends to predict future performance and ensure progress.
• Recruited, trained, and mentored staff on client profiling, conducting sales meetings.
• Conducted skills assessment, performance management, development feedback, and coaching of employees and sales team.
• Proactively sought and followed up on sales opportunities and prospects, including new business.

• Maintain Profiles of Existing customers in Wells Fargo’s Internal CRM.
• Responsible for making a high volume of sales calls daily.
• Up Sell current clients to other WFF products.
• Maintain a solid base of business through referrals, WFHM Reps and Bankers.