Mack E. Anderson

About Mack E. Anderson

Senior Branch Premier Banker

Experience

1. Senior Branch Premier Banker

   Wells Fargo

   Feb 2024 — Present · Jacksonville, FL, 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.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.Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations.Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo\'s banking options and services that will best meet customers’ financial needs and goals.Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially.

Education

• Edward Waters College

  Bachelor of Business Administration - BBA, Major in International Finance & Global Trade Minor in Accounting Minor in Business Management

  2010 — 2017