Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Angel Novoa

Panorama City,United States

Summary

Driven banking professional with expertise in building relationships and retaining small business customers. Successful analyzing accounts and current packages in order to propose updates and correct problems. Good communication, multitasking and planning abilities.

Overview

5
5
years of professional experience

Work History

Personal Banker

Wells Fargo
Canoga Park, CA
10.2018 - Current
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.

Bank Teller

Wells Fargo
Canoga Park, CA
10.2017 - 10.2018
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Educated customers on use of banking website and mobile apps.
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.

Lead Cashier

Lowes Home Improvment
Simi Valley, CA
03.2017 - 10.2017
  • Mentored new team members on POS system operation, customer service strategies and sales goals.
  • Maintained stock within optimal levels to meet expected customer and sales levels.
  • Helped customers complete purchases, locate items and join reward programs.
  • Performed store opening, closing and shift-change actions and kept accurate shift-change logs.

Education

Associate of Arts - Business Administration And Management

Los Angeles Pierce College
Woodland Hills, CA
06.2022

Skills

  • Financial advisement
  • Banking
  • Loans
  • Portfolio assessment
  • Financial product knowledge
  • Branch management
  • Client relationship management
  • Negotiation expertise
  • Banking operations knowledge
  • Loan application expertise

Languages

Spanish
Native or Bilingual

Timeline

Personal Banker

Wells Fargo
10.2018 - Current

Bank Teller

Wells Fargo
10.2017 - 10.2018

Lead Cashier

Lowes Home Improvment
03.2017 - 10.2017

Associate of Arts - Business Administration And Management

Los Angeles Pierce College
Angel Novoa