Ana Martinez
Las Vegas
Summary
Dynamic and attentive Associate Personal Banker specialized in retail banking, 9 years of experience in customer service and account management. Driven to help clients make responsible and financially beneficial decisions. Knowledgeable of branch operations and financial products to best support company and customers.
Overview
9
9
years of professional experience
Work History
Associate Personal Banker
Wells Fargo Bank
06.2014 - 10.2023
- 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.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Leveraged advanced knowledge of banking products/services to deliver custom presentations that effectively addressed unique client needs.
- Processed deposits, withdrawals and ACH transfers accurately.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
Education
Advanced Honors Diploma -
Eldorado High School
Las Vegas, Nevada06.2012
Skills
- Relationship Building
- Branch operations
- Customer Satisfaction
- Cash Handling
- Cross-Selling Products
- Fraud prevention
- Attention to Detail
- Banking Policies and Procedures
- Loan Processing
- Transaction Processing
- Teller Support
- Spanish Fluency
Personal Information
Title: Associate Personal Banker
Timeline
Associate Personal Banker
Wells Fargo Bank
06.2014 - 10.2023
Advanced Honors Diploma -
Eldorado High School