Alma Aguilar
Hollister ,CA
Summary
Results-driven leader with over 10 years in customer service and team management. Skilled in educating clients on banking products and streamlining operations to ensure accuracy, security and risk management. Committed to enhancing financial literacy and fostering strong client relationships. Dedicated customer service professional with a strong background in account management, bookkeeping and QuickBooks, as well as cash handling.
Overview
1
1
Certification
24
24
years of professional experience
Work History
Personal Banker
Wells Fargo
Hollister, California
11.2013 - 05.2026
- Supported customers with account openings and service inquiries.
- Explained available banking products and services to clients.
- Kept accurate records of customer transactions and interactions.
- Promoted financial literacy through workshops and one-on-one sessions.
- Utilized banking software to manage accounts and streamline operations.
- Educated customers on a variety of retail products and digital solutions, enhancing customer experience.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
- Updated client account information and records in company databases.
Supervisor
McDonald's
Hollister, California
08.2002 - 02.2013
- Supervised team members during peak service hours to ensure efficient operations.
- Scheduled shifts for crew members to ensure adequate coverage and workflow.
- Trained new employees on customer service standards and food preparation protocols.
- Participated in recruitment efforts by interviewing prospective candidates for open positions.
- Monitored cash handling procedures to maintain accuracy and security in transactions.
- Managed inventory levels and ordered supplies to maintain stock availability.
- Conducted quality checks on food items to ensure compliance with safety standards.
- Developed strategies to improve team performance and productivity.
Education
High School Diploma -
San Benito High School
Hollister, CA06-2002
Some College (No Degree) - Business Administration
Gavilan College
Gilroy, CABookkeeping and QuickBooks
Coursera
Hollister, CA09-2026
Skills
- Customer service
- Fraud detection
- Financial literacy
- Account management
- Team leadership
- Problem solving
- Relationship building
- Data analysis
- Bookkeeping
- Quickbooks
- Problem resolution
- Time management
- Cash handling
- Fluent in English and Spanish
Certification
- NMLS licensed
- CPR certified
Timeline
Personal Banker
Wells Fargo
11.2013 - 05.2026
Supervisor
McDonald's
08.2002 - 02.2013
High School Diploma -
San Benito High School
Some College (No Degree) - Business Administration
Gavilan College
Bookkeeping and QuickBooks
Coursera