Kourtny Martin
Senior Premier Banker @Wells Fargo
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WORK HISTORY
Senior Premier Banker @Wells Fargo
Huntington Beach, CA, US
Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments.Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols.Escalate banking related issues or business risks that require an in-depth evaluation.Advise customers on various aspects of recommended and available financial options and services.Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients’ overall financial circumstances and goals.
SKILLS
ABOUT KOURTNY MARTIN
Experience collaborating with a team of specialists in wealth planning, trust and estate services, investments, portfolio management, small business, commercial banking, mortgage, custom loan solutions, and risk management. Developed tailored solutions to meet individual banking needs.Worked directly with clients with a net worth of deposits and investments of $250k-$3M. Helped clients protect assets through a variety of insurance and planning strategies.Talented networker responsible for bringing in new relationships by soliciting community businesses, professional groups and associations, and internal inventory of clients for referrals. I began my career in financial services in 2004. Prior to joining Union Bank I started at Bank of America as a bank teller and less than a year was promoted to personal banker. In my free time I enjoy spending quality time with family and friends, jogging, and going for a bike rides at the beach. NMLS# 765049
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