Paul Roberts

Background

About Paul Roberts

Responsible for coaching, development and production of 5 tellers, 3 bankers, 1 financial advisor and 1 private banker.•Forecasts staffing trends and developing plans to ensure branch operates at optimal level.• Conduct discussions with prospects to understand background and identify needs; clearly communicate potential solutions. • Conduct outbound sales activities (e.g, phone out-reach, community events, meetings with local businesses) to establish visibility in the community and drive business to the branch. • Take ownership of the client experience including on-boarding and resolve service issues as appropriate through follow-up from self and other Wells Fargo resources following client transactions. • Understand and consistently adhere to all operational controls to ensure the safety and security of client and bank assets; complete required regulatory/compliance training. • Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals.• Customer experience role model, actively engaged in new projects and strategies to improve behavior and results.• Implemented positive change to maintain consistent high quality of service.