Megan Bashaw

About Megan Bashaw

Let yourself be silently drawn by the strange pull of what you really love. It will not…

Experience

1. Associate Personal Banker

   Wells Fargo

   Nov 2023 — Present · US

   Proactively acquire new affluent consumer and small business customers while deepen existing relationships through outreach and pre-planned appointments.Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances.Review and analyze moderately complex costumer concerns for resolution through discretionary application of applicable resolution protocols.Escalate banking related issues or business risks that require an in-depth evaluation.Maintain deep knowledge and understanding of Wells Fargo\'s banking, credit, and financial solutions and services.Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in business to best meet the previously identified needs and goals, consistent with clients\' overall financial circumstances and goals.Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially.Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws.