
philippe gourlaouen
personal banker 2 and brokerage associate and business advocate
About
Personal Banker 2 / Brokerage Associate / Business Advocate at Wells Fargo
united states
broomfield
financial services
customer service, banking, marketing, leadership, research, public speaking, microsoft word, microsoft office, microsoft excel, powerpoint, social media
Experience

personal banker 2 and brokerage associate and business advocate
wells fargo

bank teller
wells fargo
* 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

private contractor
d & d transportation
* 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

licensed personal banker and business advocate
wells fargo
* 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
mathematics
mathematics
university of south brittany
management
philippe gourlaouen's Contact Information
Phone
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