Anthony Jones
- Role
- Premier Banker at Wells Fargo
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Anthony Jones
Expert in client relationship building, management and servicing. Skilled in deepening…
Experience
Premier Banker
Aug 2021 — Present
Work with a team to provide financial solutions to high net worth clients. Manage and cultivate relationships while uncovering needs to better assist clients with reaching their financial goals- Keep track of small portfolios of high value bank customers & investment referrals. Manage customer issues/requests- Implement technology trends, identify business opportunities, & conduct meetings- Cross-sell products/services, schedule appointments, & achieve sales goals-Leverage lead sources & engage in outreach. On-board new clients & open accounts- Support risk control & ensure guidelines/policies. Provide operational management.
Skills
- Series 6
- Loans
- Public Speaking
- Credit
- Life Insurance
- Retail Banking
- Retirement Planning
- Customer Service
- Finance
- Cross Selling
- Series 63
- Sales
- Banking
- Investments
- Annuity Sales
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