Josh Hamann
Sioux Falls
Summary
Dynamic professional with a proven track record at Wells Fargo, excelling in relationship building and customer satisfaction. Leveraged interpersonal communication and analytical thinking to enhance client trust and streamline operations. Achieved significant improvements in customer service and compliance, demonstrating expertise in banking regulations and account management.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Personal Banker
Wells Fargo
08.2023 - 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, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Secret Shopper
Independent Contracting
03.2021 - Current
- Supported business growth by identifying strengths and weaknesses in store operations through comprehensive observations.
- Validated staff knowledge about products or services offered by discreetly asking questions during the shopping experience.
- Contributed to better customer service by assessing staff communication skills, attentiveness, and issue resolution capabilities.
- Strengthened brand loyalty by providing comprehensive feedback regarding customer-facing employees and their interaction quality.
Correspondence Specialist
Total Card Inc.
04.2021 - 05.2022
- Contributed to successful project completion by proofreading final drafts of important documents for errors or inconsistencies.
- Enhanced communication between departments by drafting and distributing internal memos and announcements.
- Edited and reviewed communications for tone and quality.
- Organized and maintained critical communications.
Dispatch Supervisor
YRC Freight
10.2019 - 03.2021
- Supervised team of 17 employees and provided training focused on maximizing overall performance.
- Managed daily workloads, ensuring all available personnel were utilized effectively to meet service demands.
- Created a positive work environment through open communication channels and fostering teamwork among staff members.
- Streamlined dispatch operations by implementing efficient scheduling and routing strategies.
Education
MBA - Business
Bellevue University
Bellevue, NE2019
Bachelor's Degree - Business
Bellevue University
Bellevue, NE2017
Skills
- Relationship building
- Customer service
- Customer satisfaction
- Client relationship management
- Fraud prevention
- Attention to detail
- Relationship building and management
- Banking policies and procedures
- Interpersonal skills
- Banking
- Issues resolution
- Account maintenance
- Regulatory compliance
- Loans
- Opportunity identification
- Account management
- Relationship management
- Loan processing
- Transaction processing
- Cross-selling products
- Teller support
- Rapport building
- Financial planning
- Cross-selling and upselling
- MS Excel
- Safe deposit box oversight
- Cash vault audit
- Banking regulations
- Time management
- Analytical thinking
- Decision-making
- Interpersonal communication
- File maintenance
- Account updating
Certification
Notary
Timeline
Personal Banker
Wells Fargo
08.2023 - Current
Correspondence Specialist
Total Card Inc.
04.2021 - 05.2022
Secret Shopper
Independent Contracting
03.2021 - Current
Dispatch Supervisor
YRC Freight
10.2019 - 03.2021
MBA - Business
Bellevue University
Bachelor's Degree - Business
Bellevue University
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