Andres Guerra
Miami,FL
Summary
Results-oriented Personal Banker with a proven track record of high productivity and efficient task completion. Expertise in customer relationship management, financial advising, and risk assessment. Known for exceptional communication, problem-solving, and adaptability skills that guarantee seamless banking experiences.
Overview
4
4
years of professional experience
Work History
Personal Banker
Wells Fargo
Miami, FL
02.2024 - Current
- Participate in the delivery of an exceptional customer experience by building relationships through proactive outreach, as well as proposing appropriate products, services, and digital solutions to help customers succeed financially.
- Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications.
- Develop understanding of bank products and services to connect to customers' needs.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
- Provide service, advice, and guidance.
Bank Teller
Wells Fargo
Miami, FL
01.2023 - 02.2024
- Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
- Performed cash handling duties including counting currency, coins and checks.
- Balanced teller drawers regularly throughout the day according to established procedures.
- Educated customers about different types of banking services available at the branch.
Assistant Store Manager
AT&T
Miami, FL
03.2021 - 12.2022
- Managed the day-to-day operations of the store, including customer service, inventory management and staff scheduling.
- Supervised a team of employees and provided ongoing training to ensure high levels of customer satisfaction.
- Developed and implemented team strategies to increase sales productivity.
- Achieved personal and store sales goals with sound customer service and sales protocol.
Education
Bachelor of Arts - Economics
Florida International University
Miami, FL08-2024
Certified in Fundamentals And Trading Strategies -
San Ignacio University
Miami, FL05-2020
Financial Literacy Certified -
Everfi
Skills
- Microsoft Office
- Account Maintenance
- Relationship Building
- Banking Policies and Procedures
- Customer Service
- Member support
- Wealth Management
- Regulatory Compliance
- Opportunity Identification
- Banking
- Product Sales
- Teamwork and Collaboration
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Timeline
Personal Banker
Wells Fargo
02.2024 - Current
Bank Teller
Wells Fargo
01.2023 - 02.2024
Assistant Store Manager
AT&T
03.2021 - 12.2022
Bachelor of Arts - Economics
Florida International University
Certified in Fundamentals And Trading Strategies -
San Ignacio University
Financial Literacy Certified -
Everfi