Allan Balancio
Personal Banker at Wells Fargo
- Role
- Personal Banker at Wells Fargo
- Location
- Irvine, CA, US
- LinkedIn followers
- 500 followers
About Allan Balancio
I\'m a Personal Banker with 3+ years of experience at Wells Fargo, where I help clients…
Experience
Personal Banker
Mar 2023 — Present · Tustin, CA, US
Managed and developed relationships with over 150 clients with a net worth of up to $250k, offering tailored financial guidance to align with their goals- Conducted comprehensive financial assessments, recommending appropriate banking products, including checking accounts, savings accounts, loans, and credit cards- Exceeded monthly targets by 20%, contributing to a 15% increase in branch revenue- Ensured full compliance with corporate policies and regulatory standards during all client interactions- Resolved complex client issues with a focus on empathy and efficiency, improving client retention by 85%.
Education
Irvine Valley College
Business Administration and Management, General
California State University, Fullerton
Bachelor's degree
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