Andre T. Wensil
Personal Banker, Needs based conversations
Baton Rouge, LA · (225) 555 0113 · name@example.com · linkedin.com/in/andretwensil
Key Qualifications
EXPERIENCE
Six years in branch consumer banking
PRODUCTS
Checking, savings, certificates of deposit, money market, credit cards, personal loans, home equity lines
SPECIALTIES
Needs based conversations, small business account opening, partner referrals, fraud claim resolution
SYSTEMS
Fiserv, Salesforce, nCino, Encompass
CREDENTIALS
Nationwide Multistate Licensing System registration, Bank Secrecy Act and anti money laundering certification
EDUCATION
Bachelor of science in business administration, Louisiana State University
Executive Summary
Personal banker in a busy Baton Rouge branch, six years opening consumer and small business deposit relationships and writing the consumer credit that goes with them. I carry a quarterly referral goal across mortgage, business banking and investments and have made it every quarter since 2022.
Signature Achievements
- Opened four hundred and eleven deposit accounts in 2024 carrying nineteen million dollars, the highest total in a nine branch district.
- Booked two point four million dollars in consumer loans and home equity lines in a single year against a goal of one point six million.
- Sent one hundred and forty seven qualified referrals to mortgage, business banking and investment partners, of which sixty one percent closed.
- Grew small business deposit relationships at the branch from thirty one to eighty four in two years.
- Identified an elder financial exploitation pattern that stopped forty two thousand dollars leaving three customer accounts.
Professional Experience
Personal Banker
Bayou Crescent Bank, Baton Rouge, LA 2021 to present
Full service branch of a regional bank holding one hundred and ninety million dollars in deposits.
- Open consumer and small business checking, savings, money market and certificate accounts and complete customer identification program checks at account opening.
- Interview customers about goals and cash flow, then recommend the deposit and credit combination that fits rather than the promoted product.
- Take and decision consumer loan, credit card and home equity line applications inside branch authority and hand off larger requests to underwriting.
- Resolve electronic transfer error claims under Regulation E within the provisional credit timing and document the investigation.
- Track referral goals weekly and meet the mortgage and investment partners every Monday to review the pipeline.
Banking Associate
Pelican State Federal Credit Union, Gonzales, LA 2019 to 2021
Branch of a member owned credit union serving Ascension Parish.
- Opened member accounts and share certificates and explained dividend and fee structures at account opening.
- Took consumer loan and credit card applications and prepared files for the lending center.
- Completed anti money laundering training and escalated unusual activity to the compliance officer.
Licensure and Certification
Nationwide Multistate Licensing System and Registry registration 2011488 as a registered mortgage loan originator
Bank Secrecy Act and anti money laundering certification, American Bankers Association, renewed 2025
Education
Bachelor of science in business administration, Louisiana State University, 2018
Core Skills
Deposit account opening · Consumer lending · Needs based selling · Referral generation · Know your customer review · Regulation E claims · Fraud identification · Customer retention