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@zuser8

Senior Customer Success Specialist at Wells Fargo who coaches bankers and helps small business owners navigate financial products and digital banking.

United States
Message

At Wells Fargo, I educate small business owners on financial products, digital banking tools, and strategies to support their business growth. I also coach and mentor bankers on customer engagement, relationship management, and business banking solutions.

In my current role, I focus on risk management, compliance, operational excellence, and providing an exceptional customer experience. Before this, I worked as an NBBC High Value Representative, with the description “Commercial Business Banker.”

I graduated from West Virginia University with a Business Administration-Marketing Bachelor of Science degree and a minor in Communication Studies.

Experience

Work history, roles, and key accomplishments

Wells Fargo logoWF
Current

Senior Customer Success Specialist - Banker Coach

Jul 2026 - Present (3 months)

Educate small business owners on financial products, digital banking tools, and strategies to help support their business growth. Ensure a strong focus on risk management, compliance, operational excellence, and an exceptional customer experience. Coach and mentor bankers on customer engagement, relationship management, and business banking solutions.

Wells Fargo logoWF

NBBC High Value Representative

Sep 2020 - Jul 2026 (5 years 10 months)

Commercial Business Banker

Wells Fargo logoWF

Senior Relationship Banker (S.A.F.E.)

Nov 2018 - Sep 2020 (1 year 10 months)

Worked as Senior Relationship Banker (S.A.F.E.) at Wells Fargo.

Wells Fargo logoWF

Inbound Sales Spec (LO) 3- Financial Health Consultant

Dec 2017 - Nov 2018 (11 months)

Worked as Inbound Sales Spec (LO) 3- Financial Health Consultant at Wells Fargo.

Wells Fargo logoWF

Inbound Sales Specialist (S.A.F.E.)

Dec 2014 - Dec 2017 (3 years)

Worked as Inbound Sales Specialist (S.A.F.E.) at Wells Fargo.

Wells Fargo logoWF

Phone Banker II

Oct 2013 - Dec 2014 (1 year 2 months)

Worked as Phone Banker II at Wells Fargo.

Independence Golf Club logoIC

Maintenance Crew

May 2010 - Oct 2013 (3 years 5 months)

Worked as Maintenance Crew at Independence Golf Club.

Chick-fil-A logoCH

Team Worker

Oct 2006 - Jun 2009 (2 years 8 months)

Prepared and served food to customers, maintained business cleanliness. Handled money at the cash register, responsible for balancing register money at the end of shift, provided excellent customer service while faced with many personality styles and restaurant industry challenges. (Reason for leaving – started college education at West Virginia University)

Comfort Zone Camp logoCC

Camp Counselor

Jun 2008 - Jul 2008 (1 month)

Took an opportunity to spend a weekend at Comfort Zone as a counselor. Comfort Zone is a social organization (camp) designed to help children who have experienced the death of a close family member. I was assigned a young boy. My role was to listen, to comfort and to help him with his grief.

JI

Contractor

J R J Building Construction Inc

May 2006 - Aug 2006 (3 months)

Worked in new home construction. Learned to build homes. (Reason for leaving – summer job in high school)

Education

Degrees, certifications, and relevant coursework

WU

West Virginia University

Business, Management, Marketing, and Related Support Services

2008 - 2012

Minor in Communication Studies.

Tech stack

Software and tools used professionally

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