Adrian Cruz
Summary
Dynamic professional with a proven track record at Wells Fargo, enhancing client financial portfolios and expanding customer base through expert financial advisement and account maintenance. Excelled in training and mentoring at UPS, boosting team productivity and customer satisfaction. Skilled in strategic planning and interpersonal communication, achieving top performance evaluations and maintaining high compliance standards.
Overview
6
6
years of professional experience
Work History
Associate Personal Banker
Wells Fargo
06.2024 - Current
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Expanded client base by promoting new financial products.
- Monitored accuracy of customer information in system.
- Tracked and processed customer account requests and applications.
Training and Operations Supervisor
UPS
11.2020 - 05.2024
- Improved customer satisfaction scores through application of superior conflict resolution and problem-solving skills.
- Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff.
- Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
- Kept high average of performance evaluations.
- Monitored workflow to improve employee time management and increase productivity.
- Evaluated employee performance and coached and trained to improve weak areas.
- Maintained compliance with company policies, objectives, and communication goals.
- Maintained clean and well-organized production areas to avoid violations or unnecessary work delays due to hazards or inefficient layouts.
- Enforced rules and regulations outlined in company manual to set forth expectations comprehensibly and consistently.
- Mentored newly hired employees on operating equipment and safety and developed training manual to use for reference.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Developed effective improvement plans in alignment with goals and specifications.
- Evaluated staff performance and provided coaching to address inefficiencies.
- Created and managed project plans, timelines and budgets.
Team Member
Subway
10.2019 - 02.2020
- Worked different stations to provide optimal coverage and meet production goals.
- Learned all required tasks quickly to maximize performance.
- Kept work areas clean, organized, and safe to promote efficiency and team safety.
- Maintained productive, efficient approach to all tasks.
- Worked scheduled shifts and remained available to work during coworker absences, holidays, and busy periods.
- Trained new team members by relaying information on company procedures and safety requirements.
- Contributed to team success by completing jobs quickly and accurately.
Team Member
Little Ceasers
09.2018 - 10.2019
- Worked different stations to provide optimal coverage and meet production goals.
- Worked scheduled shifts and remained available to work during coworker absences, holidays, and busy periods.
- Contributed to team success by completing jobs quickly and accurately.
- Developed strong cooperative relationships with coworkers and managers.
- Kept work areas clean, organized, and safe to promote efficiency and team safety.
- Trained new team members by relaying information on company procedures and safety requirements.
Education
Associate of Science - Administration of Justice Studies
Maricopa Community Colleges - Estrella Mountain Community College
Avondale, AZ05.2024
Associate of Arts - Criminal Justice
Maricopa Community Colleges - Estrella Mountain Community College
Avondale, AZ05.2024
Skills
- Financial advisement
- Account Maintenance
- Financial product knowledge
- Financial Statements Preparation
- Training and mentoring
- Management
- Strategic planning Team Building
- Active Listening
- Interpersonal Communication
Languages
Spanish
Professional Working
Timeline
Associate Personal Banker
Wells Fargo
06.2024 - Current
Training and Operations Supervisor
UPS
11.2020 - 05.2024
Team Member
Subway
10.2019 - 02.2020
Team Member
Little Ceasers
09.2018 - 10.2019
Associate of Science - Administration of Justice Studies
Maricopa Community Colleges - Estrella Mountain Community College
Associate of Arts - Criminal Justice
Maricopa Community Colleges - Estrella Mountain Community College