Alianet Arce
Summary
Personable New Accounts Representative with 7 years' experience in banking. Outstanding leadership and organizational abilities with superb verbal and written communication skills. Familiarity with all account types, products and services. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products.
Overview
10
10
years of professional experience
Work History
Associate Personal Banker
Wells Fargo
02.2024 - Current
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
Teller
Wells Fargo
08.2023 - 02.2024
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
Service Manager I
Wells Fargo Bank
10.2017 - 11.2018
- Resolved customer complaints in professional and timely manner.
- Met with customers to discuss service needs and offer available solutions.
- Resolved escalated customer complaints professionally, turning potentially negative experiences into opportunities for continued patronage.
- Hired, trained and supervised team of service staff members to meet business goals.
- Analyzed service reports to identify areas of improvement.
- Coordinated with other departments to maintain streamlined and productive workflow.
- Developed and maintained positive relationships with customers to build rapport and trust.
Lead Teller
Wells Fargo Bank
10.2015 - 10.2017
- Provide quality customer service
- Seek new accounts and cross-sells products and services
- Process customer monetary transactions
- Deliver excellent service and increase client relationship by identifying referral opportunities for new products and services, based on the customer's financial needs
- Perform efficient and accurate banking transactions, including check processing and daily drawer balancing
- Resolve account service issues, while responding to clients promptly and courteously
- Proactively advise clients of available channels to better assist them in the future
- Managed cash inventory, ensuring accurate balancing of the vault and individual teller drawers daily.
Customer Sales & Service Rep.
Wells Fargo Bank
10.2014 - 10.2015
- Provide quality customer service
- Seek new accounts and cross-sells products and services
- Cash transactions
- Answer customer call/make outbound calls
Education
No Degree - Accounting
Miami Dade College
Miami, FL06-2012
Skills
- Relationship building
- Branch operations
- Customer service
- Customer satisfaction
- Client relationship management
- Positive attitude
- Cash handling
- Sales expertise
- Attention to detail
- Financial advising
- Account maintenance
- Teller support
Languages
Spanish
Full Professional
English
Full Professional
Timeline
Associate Personal Banker
Wells Fargo
02.2024 - Current
Teller
Wells Fargo
08.2023 - 02.2024
Service Manager I
Wells Fargo Bank
10.2017 - 11.2018
Lead Teller
Wells Fargo Bank
10.2015 - 10.2017
Customer Sales & Service Rep.
Wells Fargo Bank
10.2014 - 10.2015
No Degree - Accounting
Miami Dade College