Brittany Pottorff
Temecula
Summary
Results-driven Senior Premier Banker with a proven track record in client relationship management and regulatory compliance. Expertise in mentoring junior staff and implementing customer service strategies that elevate client satisfaction and drive business growth.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Senior Premier Banker
Wells Fargo
Solana Beach
02.2026 - Current
- Cultivated strong client relationships through personalized banking services.
- Facilitated account openings, closings, and maintenance for clients.
- Collaborated with team members to enhance service delivery and client satisfaction.
- Managed complex customer inquiries with professionalism and efficiency.
- Ensured compliance with bank policies and regulatory requirements during transactions.
- Mentored junior staff on best practices in customer service and banking operations.
- Maintained current knowledge of relevant banking laws and regulations pertaining to consumer protection legislation.
- Provided high-level customer service to clients of the bank, ensuring their satisfaction with all banking transactions.
Private Client Banker
Chase Bank
Temecula
06.2018 - 02.2026
- Analyzed market trends to identify business opportunities and shape strategic direction.
- Collaborated with cross-functional teams to streamline operations, enhancing service delivery.
- Managed client relationships, assessing financial needs to tailor banking solutions.
- Advised clients on investment options and available banking products.
- Conducted thorough risk assessments to ensure compliance with regulations.
- Educated clients on digital banking tools and online services offered.
- Provided guidance on estate planning issues such as trusts, wills and power of attorney documents.
Personal Banker
Wells Fargo
Encinitas
09.2016 - 06.2018
- Assisted clients with account openings and financial product inquiries.
- Provided personalized banking solutions to meet client needs effectively.
- Resolved customer issues by leveraging strong problem-solving skills.
- Conducted thorough financial assessments to recommend suitable products.
- Collaborated with team members to enhance client service delivery standards.
- Trained new staff on banking procedures and customer service protocols.
Insurance Broker
Ken May Insurance
Carlsbad
04.2015 - 09.2016
- Developed customized insurance solutions based on client risk assessments.
- Consulted clients to assess insurance needs and recommend suitable policies.
- Educated clients on policy options, coverage terms, and claims processes.
- Managed policy renewals and updates to ensure compliance with regulations.
- Collaborated with underwriters to secure coverage for complex cases.
Manager
Target
Vista
01.2012 - 01.2015
- Managed daily store operations and ensured compliance with company policies.
- Led team meetings to communicate goals and expectations to staff.
- Trained new employees on procedures, customer service, and store standards.
- Resolved customer inquiries and complaints to maintain satisfaction levels.
- Collaborated with departments to enhance product displays and promotions.
Education
Master of Arts -
University of Denver
Colorado06-2024
Bachelor of Arts -
California State University, San Marcos
San Marcos, CA05-2013
Skills
- Client relationship management
- Account management
- Financial product knowledge
- Mortgage banking
- Wealth management
- Private banking
- Portfolio management
- Cash management
- Regulatory compliance
- Compliance management
- Risk assessment
- Digital banking solutions
- Financial planning
- Financial software
- Meeting sales goals
- Customer service strategies
- Strategic planning
- Leadership development
- Effective communication
- Problem solving
- Follow-up skills
- Teller support
- Compliance management
- Risk assessment
Certification
- FINRA Series 6
- FINRA Series 63
- California Life and Health License
- SIE
- California Notary Public
Affiliations
- Southern California Committee Chair Leader for Employee Resource Group
Timeline
Senior Premier Banker
Wells Fargo
02.2026 - Current
Private Client Banker
Chase Bank
06.2018 - 02.2026
Personal Banker
Wells Fargo
09.2016 - 06.2018
Insurance Broker
Ken May Insurance
04.2015 - 09.2016
Manager
Target
01.2012 - 01.2015
Master of Arts -
University of Denver
Bachelor of Arts -
California State University, San Marcos