Ali Puente
Grand Prairie,TX
Summary
Highly motivated and results driven financial services professional with a strong background in banking and treasury management. Known for a relentless work ethic, eagerness to learn, and dedication to delivering exceptional customer service. Skilled in identifying business needs, analyzing processes, and contributing to strategic solutions that improve efficiency and client outcomes. Proven ability to adapt quickly, take on new challenges, and collaborate across departments to drive operational success. Committed to continuous growth and brining value to both clients and internal teams through initiative ad integrity.
Overview
11
11
years of professional experience
Work History
Treasury Management Senior Specialist
PlainsCapital Bank
05.2021 - Current
- Manage and coordinate the implementation of treasury products and services, including ACH, wire transfers, remote deposit capture, and online banking platforms.
- Promoted to Senior Specialist based on demonstrated expertise in treasury management, outstanding client satisfaction scores, and driving measurable improvements in client retention and engagement.
- Monitor and resolve complex client issues or escalations in compliance with internal policies, banking regulations, and service level agreements.
- Collaborate with relationship managers, operations teams, and treasury sales officers to deliver customized treasury solutions tailored to client needs.
Relationship Banker
Wells Fargo Bank
12.2018 - 05.2021
- Cultivated strong client relationships through personalized financial advice and tailored banking solutions.
- Facilitated account openings, loan applications, and service inquiries to enhance customer experience.
- Educated clients on banking products, services, and digital tools to promote financial literacy.
- Actively participated in community events to promote bank services, expanding market reach.
Senior Teller
Wells Fargo Bank
11.2014 - 12.2018
- Accurately processed daily banking transactions including deposits, withdrawals, transfers, and loan payments in a high volume environment.
- Supported new teller onboarding and training by providing hands on guidance and sharing operational best practices.
- Earned promotion to Lead Teller based on strong transaction accuracy, leadership capabilities, and commitment to delivering outstanding customer experiences.
- Increased cross selling opportunities by identifying customer needs and recommending appropriate banking products or services.
Education
High School Diploma -
Dubiski Career High School
Grand Prairie, TX06-2013
Skills
- Cross functional collaboration
- Microsoft Excel
- Knowledge of electronic payments processing
- Interpersonal communication
- Cross functional collaboration
- Analytical thinking
Languages
Spanish
Timeline
Treasury Management Senior Specialist
PlainsCapital Bank
05.2021 - Current
Relationship Banker
Wells Fargo Bank
12.2018 - 05.2021
Senior Teller
Wells Fargo Bank
11.2014 - 12.2018
High School Diploma -
Dubiski Career High School
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