zackary waller personal banker skills financial services banking financial advisement accomplished personal banker driven increase branch revenue innovative sales strategies adept client relationship building indepth knowledge financial product business assessment expertise working experience personal banker ultimate bank tokyo 052022present assisted customers setting closing accounts completing loan applications signing new services helped clients plan fund retirements using mutual funds options manage customize diversify portfolios built 16 referral business opportunities 2019 expanding consumer small business client base licensed personal banker great finance osaka 092019042022 assisted customers setting closing accounts completing loan applications signing new services helped clients plan fund retirements using mutual funds options manage customize diversify portfolios built 16 referral business opportunities 2019 expanding consumer small business client base portfolio assessment education trx sales expertise bachelor accounting business management university california los angeles 20152019 osaka japan 012 34567890 zackemailcom linkedincominzackarywaller