Ludwig Cadet
Financial Services • Customer Experience
- Role
- Banker at Wells Fargo
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Ludwig Cadet
Results-driven and detail-oriented Banker Analyst at Wells Fargo with 10+ years of leadership and client relationship experience. Highly knowledgeable in the accounting and financial operations of businesses through hands-on work with P&L, AP/AR, reconciliations, payroll, and cash flow — delivering real-world financial insight without a traditional accounting degree.Recognized for strong discipline, production, and relationship building. Passionate about financial services, technology, and helping business clients grow, with a clear path toward a Business Banker role.
Experience
Banker
Nov 2024 — Present
Conducted comprehensive financial assessments to identify client and business banking needs, including cash-flow management/patterns, credit optimization, and long-term financial planning to support informed financial decisions.• Applied deep understanding of product knowledge across deposits, credit, mortgage, and investment services to design to drive both personal and business success.• Build and maintain strong, trust-based relationships with clients through regular check-ins, needs assessments, and ongoing financial reviews.• Address and resolve complex client concerns with professionalism and discretion, escalating when appropriate to protect client satisfaction and business integrity.• Ensure compliance with all internal policies and regulatory standards, including SAFE Act requirements for mortgage-related interactions.• Utilize CRM tools to manage pipeline activity, follow-ups, and documentation of client interactions and outcomes.• Promote a customer-first culture while identifying opportunities to enhance revenue growth and client engagement.
Education
Flatiron School
Certificate, Computer Software Engineering
Nassau Community College
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences/Liberal Studies
2015 — 2017
Western Governors University
Bachelor of Business Administration - BBA
Skills
- Leadership
- Time Management
- Public Speaking
- Sales
- Management
- Customer Experience
- Teamwork
- Customer Satisfaction
- Microsoft Word
- Team Leadership
- Customer Service
- Microsoft Excel
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