Adrian Baeza
Rialto,CA
Summary
Results-oriented banking professional experienced in handling customer needs. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities.
Overview
5
5
years of professional experience
Work History
Virtual Banker
First Bank
11.2023 - Current
- Demonstrate strong customer service skills; assist customers with financial transactions such as cash withdrawals, deposits, transfers, loan/credit card payments, wire transfers and foreign currency exchange
Bank Clerk
Wells Fargo
01.2022 - 11.2023
- Executes bank's risk culture and strives for operational excellence
- Manages financial center traffic, appointments, and outbound calls effectively, drives the client experience
Welfare Provider
San Bernardino City Missions
12.2018 - 08.2019
- Working directly with internal and external partners to collect required information of clients to ensure correct data processing
- Ensuring clients have information they need around claiming benefits
Education
Master of Business Administration and Management -
California State University, Chico
04.2024
Social Ecology, B.A. -
University of California, Irvine
06.2021
Associate in Social and Behavioral Studies -
Riverside City College
06.2018
Skills
- Regulatory Compliance
- Bank Sales
- Persuasive communication style
- Analyzing data
- Operations Management
- Customer financing
- Team Collaboration
- Analytical Thinking
Personal Information
Title: Finance Operative
Languages
Spanish
Full Professional
References
References available upon request.
Timeline
Virtual Banker
First Bank
11.2023 - Current
Bank Clerk
Wells Fargo
01.2022 - 11.2023
Welfare Provider
San Bernardino City Missions
12.2018 - 08.2019
Master of Business Administration and Management -
California State University, Chico
Social Ecology, B.A. -
University of California, Irvine
Associate in Social and Behavioral Studies -
Riverside City College