Adam Wolbeck
Sauk Centre
Summary
Professional banking specialist with comprehensive understanding of financial products and customer service excellence. Proven ability to assess client needs and offer personalized financial solutions. Valued team collaborator who adapts to changing priorities and consistently achieves results. Skilled in financial advising and client relationship management.
Overview
5
5
years of professional experience
Work History
Personal Banker
Minnesota National Bank
06.2020 - Current
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Promoted financial products by maintaining excellent service offering knowledge.
Education
Associate of Science - Business Management
Alexandria Technical College
Alexandria, MN05-2023
Skills
- Relationship building
- Customer service
- Customer satisfaction
- Client relationship management
- Positive attitude
- Interpersonal skills
- Banking
- Account maintenance
Timeline
Personal Banker
Minnesota National Bank
06.2020 - Current
Associate of Science - Business Management
Alexandria Technical College
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