Amber Walker

Experience

• 

  Wells Fargo

  Sept 2006 - Feb 2022

  Develop, grow, and retain relationships with affluent bank clients with emphasis on expanding their deposit, credit, and investment portfolios. Implement successful ongoing strategy for outreach to new and existing clients through meaningful and personalized communication via phone, electronic, written, and in-person. Forge and sustain strong, mutually beneficial relationships with business partners and external centers of influence in the community to ensure a complete and seamless client experience with maximum benefit to their financial success. Show less Define, execute, and guide growth and client experience strategy for entire branch team in line with company goals, business priorities, and client demographics. Analyze trends and results from available reporting channels combined with activity observations to adapt and refine the delivery of defined strategies. Ensure compliance with bank and federal regulations through completion or delegation of daily, weekly, and monthly tasks and preparation for annual internal audit. Create and foster a fun and engaging work environment through career-development, open communication, and rewarding opportunities. Communicate powerfully, positively, and prolifically to implement new programs, processes, incentives, and priorities. Show less

  • Premier Banker

    Jul 2018 - Feb 2022

  • Branch Manager

    May 2013 - Jul 2018

  • Service Manager

    Dec 2008 - May 2013

  • Lead Teller

    Sept 2006 - Dec 2008
• 

  JAMZA, LLC

  Feb 2021 - now

  Co-Owner

  Short-term Rental Property Management

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  Wells Fargo Private Bank

  Feb 2022 - Jan 2024

  Senior Wealth Client Associate

  Cultivate, nurture, and deepen financial relationships of top Private Bank clients through effective outreach, attentive servicing, onboarding, and stewardship. Plan and execute customized client communication strategy to meet defined objectives and support sales and marketing goals of the firm. Increase revenue and total assets under management for HNW/UHNW client relationships through skilled discovery conversations, in-depth product knowledge, and convincing introductions to a diverse network of specialized partners. Show less

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  Broadway Bank

  Apr 2024 - now

  Community Development Officer