Customer Relationship Management

Providing Everything You Need

Sales Force Certification

During my time as a Banker at Wells Fargo It was my job to maintain client relationships using this software in which I mastered. It enabled me to identify needs of clients, set appointments, and communicate with coworkers.

Ca Notary License

I was able to attain my notary license and connect with clients through offering services like verifying the identity of signers on important documents that only a few bankers are able to do.

Sales and Service Reporting

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