Amanda Rocha
Wells Fargo, NA
Santa Barbara,CA
2
Languages
1
Certification
3
years of professional experience
Upbeat and personable with natural ability to build rapport and offer exceptional customer service. Possesses strong financial acumen and proficiency in handling transactions, which are essential for advising clients on banking products and services. Looking to transfer into new role, leveraging these skills to drive customer satisfaction and business growth.
Work History
Personal Banker
7 Months- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Explained very technical financial information to applicants in easy to understand language in both English and Spanish.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
Security Guard
2 Years 7 Months- Prevented unauthorized access to sensitive areas by verifying credentials and enforcing strict entrance policies.
- Enhanced security measures for VIP visits, coordinating closely with executive protection teams.
- Responded quickly to emergencies and assessed active situations for security concerns.
- Screened guests for credentials, 21+ events, and bags.
Patient Access Representative
1 Year 7 Months- Provided excellent customer service through active listening skills, understanding patient needs, and offering tailored solutions where applicable.
- Assisted with administrative tasks such as filing, data entry, and report generation to support streamlined office operations.
- Maintained high standards of confidentiality and privacy, strictly adhering to HIPAA regulations.
- Resolved patient inquiries and concerns, improving overall satisfaction with access services remotely.
- Processed payments using cash and credit cards, maintaining accurate records of transactions.
Education
High School Diploma
Skills
Sales growth
Client satisfaction
Compliance adherence
Branch operations
Financial analysis
Cash handling
Relationship building
Spanish fluency
Certification
- Certified SAFE, Wells Fargo Bank, NA
LANGUAGES
English
Spanish
Timeline
Personal Banker
Wells Fargo, NA
03.2026 - CurrentRead More
Patient Access Representative
Santa Barbara Neighborhood Clinics
04.2024 - 11.2025Read More
Security Guard
Miller Event Management
07.2023 - 02.2026Read More
San Marcos Senior High School
High School Diploma
Read More