Regional Private Banker | Brokerage Associate@ Wells Fargo
Monterey, California, United States
Michelle Mckernan
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FlashIntel GPTMichelle Mckernan is an experienced professional with 15.6 years of work experience in the banking and finance industry. She has a strong background in credit analysis, commercial banking, loans, credit analysis, and risk management. Michelle is based in the United States and holds licenses and certifications in various financial institutions. She is known for her self-motivation, enthusiasm, and ability to lead and coach other team members. Michelle has a proven track record of exceeding sales goals in a competitive environment.
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About
Licenses and Certifications: -FINRA Series 7 -FINRA Series 6 -NASAA Series 63 -California State Life Insurance, License # 0178415 -California Notary Public -SAFE Mortgage Licensing Act 2008, NMLSR ID: 714688 Profile Highlights: * Experienced professional with extensive knowledge and training in banking and finance * Maintains a loyal book of business for affluent business and consumer clients * Proven to be self-motivated and enthusiastic * Proven ability to lead and coach other team members * Provides exceptional customer service on a consistent basis * Demonstrates strong ability to exceed sales goals in a competitive environment
...See MoreWork Experience
Regional Private Banker | Brokerage Associate
Licensed Personal Banker 2
Personal Banker 2
Assistant Branch Manager
Personal Banker 1
Customer Service And Sales Representative
Teller
Financial Services
Michelle Mckernan's Professional Milestones
- Personal Banker 1 (2011-01-01~2012-04-01): Developed streamlined account management processes to optimize efficiency and maximize client satisfaction.
- Customer Service And Sales Representative (2010-02-01~2011-01-01): Maximized revenue through effective communication and personalized customer service strategies.
Skill
Credit
Commercial Banking
Loans
Credit Analysis
Risk Management
Retail Banking
Banking
Consumer Lending
Relationship Management
Credit Cards
Commercial Lending
Credit Risk
Financial Risk
Lines Of Credit
Sales
Customer Service
Certification
Colleagues
Shruta M.
senior technical business analyst product owner at t-mobile
Mark Gino Gamara, POPM
Product Owner | Data Privacy | Certified Safe® 6 Product Manager
Angel Ochoa
Product Owner
Keith - Quinsel McCullers
Personal Banker | Owner
Aaron Allen
Lead Product Owner at Wells Fargo
Other Named Michelle Mckernan
Frequently asked questions
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Michelle Mckernan's social media include: Linkedin,
Michelle Mckernan works for Wells Fargo
Michelle Mckernan's role in Wells Fargo is Regional Private Banker | Brokerage Associate
Michelle Mckernan works in the industry of Financial Services
Michelle Mckernan's colleagues are Shruta M.,Mark Gino Gamara, POPM,Angel Ochoa
Michelle Mckernan's latest job experience is Regional Private Banker | Brokerage Associate at Wells Fargo
