Jason James

Create innovative financial solutions to meet customer needs and provide the competitive edge.

Network to increase client base and encourage existing clients to make expand financial portfolios:

Conducts detail financial reviews for business clients to sell the appropriate products to fit client needs

Assign customers with setting up or closing accounts, completing loan applications and signing up for new services.

Establish new accounts for high net worth individuals and service existing accounts to maximize revenue.

Achieved consistent recognition as a top sales performer.

Operational assistance with counting vaults, teller overrides, random monthly audits, and marketing material compliance updates.

Wells Fargo at Work advocate to represent the bank at business expos, college campus career days, and attend Newberry community events.

Safe registered for mortgage and home equity lending.

Series 7 General Securities License, Series 65 Investment Advisor, Series 63, and Life Health and Accident Health Insurance License.

Build and lead a high performance team focused on achieving sales goals:

Identified and capitalized on community business opportunities with effective networking.

Consumer home equity and small business lending to provide credit solutions within the local community.

Assessed employee performance and developed improvement plans for the branch in reference to budget.

Responsible for referrals to mortgage, business banking and investment partners to achieve profitability for the bank.

Improved operational audits, teller evaluations, incoming cash shipments and skill builder workshops.

Counseled customers in selection of financial products to meet banking needs.