Informational Interview With Andrew Rodriguez At Wells Fargo Bank
To: BCOM Classmates
From: Helen Le
Date: September 27, 2017
Subject: Informational Interview Memo One of the easiest way to learn about a subject in your field is to ask the people who are already in it. For this informational interview I interviewed Andrew Rodriguez at Wells Fargo Bank in Norcross. Rodriguez graduated in 2012 with a bachelor degree in Finance. I had trouble finding the right person to interview after searching on LinkedIn and scheduling. I wanted to interview someone with knowledge about corporate banking, so that was when I scheduled an interview with a bank close to where I lived. My meeting with Andrew Rodriguez was at Wells Fargo Peachtree Corners at 9:00 a.m. Our meeting was business casual, and it lasted for about 50 minutes.
This memo is to summarize my conversation with Mr. Rodriguez and what I took out of our incredible conversation. Within this memo, I …show more content…
Rodriguez was starting out as a personal banker, he shared how it was really hard to get clients to trust him. Even after being a mentee with a professional banker clients were still hesitant with his limited experiences. In their eyes, he wasn’t credible enough to handle their finance. His advice for me is to be patient. Mr. Rodriguez helped his coworkers and helped build relationship with their clients. From there those clients would reference him to other clients and help them understand their financial needs. He also mentioned that knowing Wells Fargo and their services they offer really well is helpful. He is able to translate that so his customers will understand that they they are getting quality products and services. We talked about being passionate in everything we do. Without passion living would not be worth wild. Knowing you’re good at what you do gives you that sense of purpose and enjoyment in helping others. Mr. Rodriguez enjoys his work and looks forward to the near future of his career with Wells
From: Helen Le
Date: September 27, 2017
Subject: Informational Interview Memo One of the easiest way to learn about a subject in your field is to ask the people who are already in it. For this informational interview I interviewed Andrew Rodriguez at Wells Fargo Bank in Norcross. Rodriguez graduated in 2012 with a bachelor degree in Finance. I had trouble finding the right person to interview after searching on LinkedIn and scheduling. I wanted to interview someone with knowledge about corporate banking, so that was when I scheduled an interview with a bank close to where I lived. My meeting with Andrew Rodriguez was at Wells Fargo Peachtree Corners at 9:00 a.m. Our meeting was business casual, and it lasted for about 50 minutes.
This memo is to summarize my conversation with Mr. Rodriguez and what I took out of our incredible conversation. Within this memo, I …show more content…
Rodriguez was starting out as a personal banker, he shared how it was really hard to get clients to trust him. Even after being a mentee with a professional banker clients were still hesitant with his limited experiences. In their eyes, he wasn’t credible enough to handle their finance. His advice for me is to be patient. Mr. Rodriguez helped his coworkers and helped build relationship with their clients. From there those clients would reference him to other clients and help them understand their financial needs. He also mentioned that knowing Wells Fargo and their services they offer really well is helpful. He is able to translate that so his customers will understand that they they are getting quality products and services. We talked about being passionate in everything we do. Without passion living would not be worth wild. Knowing you’re good at what you do gives you that sense of purpose and enjoyment in helping others. Mr. Rodriguez enjoys his work and looks forward to the near future of his career with Wells