Nicholas Jones Email & Phone Number

San Diego, Ca, Us

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.