Samantha Leikam
Kalispell
Summary
Dynamic Relationship Banker with a proven track record at Wells Fargo, excelling in financial analysis and client education. Skilled in building strong relationships and ensuring regulatory compliance, I effectively tailored banking solutions to meet client needs, enhancing customer satisfaction and loyalty. Committed to delivering exceptional service while mitigating fraud risks.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Relationship Banker
Wells Fargo & Company
Kalispell
07.2021 - Current
- Conducted regular follow-ups to strengthen client relationships and update financial plans.
- Ensured compliance with security procedures when opening and closing bank vault.
- Provided financial education to clients, improving understanding of banking options.
- Maintained confidentiality of customer data during system input.
- Built strong client relationships through personalized interactions and quality service.
- Analyzed client financial data to recommend tailored banking and investment solutions.
- Interviewed customers to gather necessary information for account openings and safe-deposit rentals.
Personal Banker
Wells Fargo
Kalispell
09.2012 - 05.2021
- Advised customers on various financial products available from the bank.
- Monitored changes in laws related to banking policies and procedures.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Cross-sold banking products such as credit cards, loans and investments.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
- Executed wire transfers of funds in compliance with banking best practices.
Teller
Wells Fargo
Kalispell
07.2010 - 09.2012
- Provided exceptional customer service while accurately processing routine transactions.
- Explained account information to customers in detail as needed.
- Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
Education
Bachelor of Arts - Business Administration
Carroll College
Helena, MT05-2009
Skills
- Financial analysis
- Customer service
- Regulatory compliance
- Risk assessment
- Account management
- Client education
- Product knowledge
- Fraud detection
- Relationship building
- Effective communication
Certification
- Securities Licenses: Series 6, 63, 65, 7
- MT State and Federal Life Insurance and Annuities License
- NMLS ID: 1100077
Timeline
Relationship Banker
Wells Fargo & Company
07.2021 - Current
Personal Banker
Wells Fargo
09.2012 - 05.2021
Teller
Wells Fargo
07.2010 - 09.2012
Bachelor of Arts - Business Administration
Carroll College
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