philippe gourlaouen

philippe gourlaouen

personal banker 2 and brokerage associate and business advocate

About

Personal Banker 2 / Brokerage Associate / Business Advocate at Wells Fargo

Country

united states

City

broomfield

Industry

financial services

Skill

customer service, banking, marketing, leadership, research, public speaking, microsoft word, microsoft office, microsoft excel, powerpoint, social media

Experience

wells fargo

personal banker 2 and brokerage associate and business advocate

wells fargo

2018-8 - Present · 8 yrs 2 mos
wells fargo

bank teller

wells fargo

2015-9 - 2016-3 · 7 mos

* Provides account services to customers by receiving deposits and loan payments * cashing checks * issuing savings withdrawals * recording night and mail deposits * selling cashier's checks, traveler's checks, and series e bonds * answering questions in person or on telephone * referring to other bank services. - Records transactions by logging cashier's checks, traveler's checks, and other special services * preparing currency transaction reports. - Cross-sells bank products by answering inquiries * informing customers of new services and product promotions * ascertaining customers' needs * directing customers to a branch representative

d & d transportation

private contractor

d & d transportation

2014-3 - 2015-9 · 1 yr 7 mos

* Provides safe, reliable, and flexible transportation of guests. * Strives to exceed customer's expectations. * Maintains vehicle comfort adequacy. * Provides point of contact for customer's reservations over the phone or via email

wells fargo

licensed personal banker and business advocate

wells fargo

2016-4 - 2018-8 · 2 yrs 5 mos

* Responsible for performing intermediate duties and support related to branch operational activities and financial services. - Processes all new account transactions * assisting customers in their selection of various accounts and financial services * cross-selling the Bank's products and services * opening, maintaining and closing of all account types * performing branch clerical duties * promoting business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. - Knowledgeable in the areas of teller, vault, safe deposit, processing and boarding DDA lines of credit, discussing and accepting credit applications. - Provides leadership, training and support to less experienced New Account Representatives and other branch staff members.

Education

université de bretagne sud, iut lorient

université de bretagne sud, iut lorient

mathematics

mathematics

2003-1 - Present · 23 yrs 9 mos
university of south brittany

university of south brittany

management

2006-1 - 2006-1 · 1 mo

philippe gourlaouen's Contact Information

Email

******@***.com

Phone

(**) *** ****

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