Sam Harold
Personal Banker at Wells Fargo | SIE Licensed | Series 63 & 65 Candidate
- Role
- Personal Banker at Wells Fargo
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Sam Harold
Personal Banker at Wells Fargo with a passion for helping clients achieve their financial goals. Recently passed the FINRA Securities Industry Essentials (SIE) exam and actively pursuing Series 63 and 65 licenses to expand my capabilities in serving clients.My background includes 10 years in tech sales, where I developed strong relationship-building and communication skills. I’m committed to growing my career in financial services and helping clients navigate complex financial decisions.Licenses & Credentials: FINRA SIE (Feb 2026)• Series 63 (In Progress - Expected May 2026)• Series 65 (In Progress - Expected Aug 2026)Open to connecting with financial professionals and always interested in learning from others in the industry
Experience
Personal Banker
Sep 2025 — Present · San Francisco, CA, US
Manage and renew $2M+ in CD deposits annually through consultative relationship management and proactive client retention strategies• Contribute to branch ranking in top 10% of California Wells Fargo locations for deposit growth and client satisfaction• Consistently exceed quarterly targets for deposit growth, credit card applications, and digital banking enrollment through needs-based selling approach• Achieve 90%+ client satisfaction scores by delivering personalized financial solutions and building long-term relationships• Maintain zero compliance violations while passing all internal audits, demonstrating strong regulatory knowledge and adherence to banking standards• Earned FINRA SIE license (February 2026) and actively pursuing Series 63 and Series 65 licenses to expand client service capabilities
Education
General Assembly
Front End Web Development, Web Page, Digital/Multimedia and Information Resources Design
Ohio Wesleyan University
BA, Business/Managerial Economics
Cornell University
Project Management
Skills
- Saas
- Salesforce.com
- Teamwork
- Networking
- Enterprise Software
- Apis
- Sales Management
- Management
- Strategic Partnerships
- Sales Engineering
- Leadership
- Account Management
- Solution Selling
- Technical Presentations
- Customer Service
- Performance Management
- Crm
- Consultative Selling
- Powerpoint
- Strategy
- Technical Demonstrations
- Jquery
- Sales Process
- Public Speaking
- Customer Relationship Management (Crm)
- Taleo Solutions
- Javascript
- Html
- Software as a Service (Saas)
- Cloud Computing
- Sales
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