Summary
Overview
Work History
Education
Skills
Licenses & Certifications
Timeline
Generic

Toni A. Tinch

Lagrange,Georgia

Summary

Seasoned financial professional looking to expand my professional development. Skilled with over 7 years of comprehensive banking/investment expertise. Passionate about helping people achieve financial success. Strong ability to identify lending and investment opportunities that contribute to branch growth. Specializing in acquiring and retaining high value/affluent consumer and small business clients by building quality trusting relationships, assessing clients’ needs, customizing financial strategies to help meet those needs and collaborating with partners. Proven record leading in referred assets, loan volume and customer experience surveys.

Overview

8
8
years of professional experience

Work History

Licensed Branch Relationship Banker

Wells Fargo
Newnan, GA
07.2022 - Current
  • Actively manages a book of business including affluent/ high value clients with assets exceeding $250,000
  • Responsible for conducting in-depth financial needs assessments to add value and deepen existing client relationships, acquire new business, generate company revenue and look for lending and investment opportunities
  • Responsible for proactive client follow-up and outreach by setting aside daily dedicated time, setting calendar reminders for client callbacks, and utilizing lead sources and banker and teller referrals
  • Partners and collaborates with Financial Advisors, Home Mortgage, and Small Business Banking to foster long term loyal clients by providing financial solutions and guidance around retirement planning, investment planning, home lending, commercial lending and small business needs
  • Responsible for generating wires and approving wires and teller transactions up to $500,000
  • Entrusted by supervisor to mentor, develop and coach new personal bankers
  • Conducted morning meetings around branch growth and customer promotions.

Licensed Personal Banker

Wells Fargo
Columbus, GA
08.2019 - 07.2022
  • Cultivated quality customer relationships through assessing consumer and small business needs and providing products and services to meet those needs
  • Referred clients to Small Business Partners, Home Mortgage, Financial Advisors, and Premier Banker when applicable
  • Provided exceptional customer service by problem solving, conflict resolution
  • Last year in position, closed almost $500,000 in loan volume and over 1.5 million in referred assets
  • Assisted customers with establishing and maintaining trust,estate, power of attorney and small business accounts along with handling deceased processing.

Personal Banker

Wells Fargo
Northampton, PA
07.2016 - 04.2019
  • Assisted customers with opening new accounts, setting up services, processing loan and credit card applications and closing accounts
  • Assisted customers with identifying fraud and filing claims
  • Learned how to identify sales opportunities while executing customer service needs
  • Mastered appointment setting
  • Ensured compliance with operational risk, security and branch audit procedures
  • Responsible for assisting behind the teller line with buy/sells, processing shipment and processing teller transactions as needed
  • Recognized as being in the top 10th percentile of bankers in the region.

Teller

Wells Fargo
Slatington, PA
10.2015 - 07.2016
  • Processed teller transactions and balanced cash box with no losses
  • Established rapport with customers by remembering their name and banking needs
  • Identified sales opportunities, referred customers to bankers and provided mobile options
  • Executed strict opening and closing procedures
  • Assisted in daily vault balance, maintaining atm and other dual control tasks
  • Recognized for most quality teller referrals in the district.

Education

B.S.ED - Secondary Education

Kutztown University
12.2010

A.A.S - Human Resource Management

Lehigh Carbon Community College
05.2006

Skills

  • Financial Planning
  • Relationship Building
  • Follow-up and Outreach
  • Client Acquisition/Revenue
  • Client Needs Assessment
  • Conflict Resolution
  • Partner Referral/Collaboration
  • Risk Management/Loss Prevention/Compliance
  • High Standard of Ethics and Integrity
  • Coaching and Mentoring

Licenses & Certifications

  • Series 6 and 63 securities licenses
  • GA State Life and GA State Variable Life insurance licenses
  • Certified Notary Public in GA
  • SAFE registered in GA

Timeline

Licensed Branch Relationship Banker

Wells Fargo
07.2022 - Current

Licensed Personal Banker

Wells Fargo
08.2019 - 07.2022

Personal Banker

Wells Fargo
07.2016 - 04.2019

Teller

Wells Fargo
10.2015 - 07.2016

B.S.ED - Secondary Education

Kutztown University

A.A.S - Human Resource Management

Lehigh Carbon Community College

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Toni A. Tinch