Adam Bachtell
Grand Junction
Summary
Knowledgeable Banker with solid background in financial services and client relationship management. Adept at identifying client needs and recommending tailored banking solutions. Demonstrated expertise banking products and maintaining high client satisfaction through effective communication and problem-solving.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Personal Banker
Wells Fargo
06.2024 - Current
- Assisted clients in opening and managing accounts, fostering strong customer relationships.
- Discussed Credit and lending options with consumer and small business customers helping customers build or establish credit and empowering customers reach financial goals.
- Worked regularly with complex accounts including trust, business accounts and special titled accounts including conservatorship, guardianship and court blocked accounts.
- Provided saving and investing tools giving customer options to build and protect wealth.
- Assisted customer with identifying scams, fraud or abuse and file disputes for unauthorized transaction and reporting scams or accounts being used improperly and reporting cases of financial abuse.
- Closed or retitled accounts for customers and non customers after the loss a loved one. Ensuring that the proper documentation was presented or completed properly prior.
- Provided personalized advice and guidance for customers to help customers through life changes and empowering customers to reach financial goals.
Security Officer
Citadel Security USA
03.2022 - 06.2024
- Conducted regular patrols to deter and detect suspicious activities.
- Responded promptly to incidents and emergencies, coordinating with law enforcement as needed.
- Trained new officers on security procedures and emergency response protocols.
- Collaborated with team members to enhance security measures and resolve issues efficiently.
- Greeted guests professionally and courteously to cultivate welcoming atmosphere while making safety top priority.
- Provided excellent customer service while addressing visitor inquiries or concerns related to facility safety or access control procedures.
Financial Representative Intern
Northwestern Mutual
06.2023 - 08.2023
- Managed client relationships, ensuring satisfaction through proactive communication and follow-ups.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Temp Package Handler
Federal Express
11.2021 - 02.2022
Cashier /Crew Kitchen Staff Member
Papa Murphy's Take and Bake Pizza
03.2021 - 10.2021
- Processed customer transactions accurately and efficiently, ensuring smooth checkout experience.
- Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
- Prepared and assembled food items according to standardized recipes and safety guidelines.
- Operated kitchen equipment, ensuring proper maintenance and sanitation protocols were followed.
- Collaborated with team members to optimize workflow during peak service hours.
Cashier /Kitchen Staff Member
HoneyBaked Ham
03.2020 - 11.2020
Cashier /Crew Kitchen Staff Member
Chuck E Cheese
05.2018 - 09.2019
Line Cook / Dishwasher
Garfield's Restaurant
08.2015 - 05.2018
Education
BBA - Finance
Colorado Mesa University
Grand Junction, CO12-2023
Certification
- CNP - Certified Notary Public
- Passed NMLS Loan Originator Exam March 2024
Timeline
Personal Banker
Wells Fargo
06.2024 - Current
Financial Representative Intern
Northwestern Mutual
06.2023 - 08.2023
Security Officer
Citadel Security USA
03.2022 - 06.2024
Temp Package Handler
Federal Express
11.2021 - 02.2022
Cashier /Crew Kitchen Staff Member
Papa Murphy's Take and Bake Pizza
03.2021 - 10.2021
Cashier /Kitchen Staff Member
HoneyBaked Ham
03.2020 - 11.2020
Cashier /Crew Kitchen Staff Member
Chuck E Cheese
05.2018 - 09.2019
Line Cook / Dishwasher
Garfield's Restaurant
08.2015 - 05.2018
BBA - Finance
Colorado Mesa University