Annahi Ramos
Summary
Skilled Personal Banker with effective background in financial services industry. Noted for strong client service skills, ability to assess customer needs and tailor banking solutions accordingly. Demonstrates prowess in cross-selling banking products and services, establishing long term client relationships, and contributing to business growth. Committed to maintaining up-to-date knowledge on banking products, trends, and regulations.
Overview
7
7
years of professional experience
2022
2022
years of post-secondary education
Work History
Personal Banker
Wells Fargo
Los Angeles, California
05.2023 - Current
- Processed loan applications and facilitated approvals according to guidelines.
- Collaborated with team members to maintain branch compliance with regulations.
- Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Followed operational standards, promoting security, risk management and compliance.
- Performed daily balancing of cash drawer and reconciled discrepancies when necessary.
- Analyzed financial documents provided by customers to determine their needs.
- Responded promptly to customer emails, phone calls and requests for information.
- Maintained position of trust and responsibility by keeping customer business confidential.
- Cultivated relationships with partners to fulfill or provide appropriate referrals for clients.
- Analyzed customer credit data and other financial information to identify solutions that aligned with customer needs.
- Collaborated with team members to meet branch targets and objectives.
- Researched customer inquiries and reported findings in a timely manner.
- Reviewed client documentation and contracts for discrepancies and mistakes.
- Conducted regular training sessions for new staff on bank policies and procedures.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
- Participated in training sessions regarding new banking products or services.
- Updated client account information and records in company databases.
- Set up debt payment plans based on client credit, income and assets.
- Prepared reports for customers with delinquent and irreconcilable accounts.
Consultant
Therapeutic Health Group
City of Los Angeles, CA
07.2020 - 04.2023
- Analyzed client needs to develop tailored therapeutic strategies.
- Facilitated group sessions to promote mental health awareness and support.
- Monitored client feedback to improve service delivery and engagement.
- Provided advice on operational processes, business development initiatives, organizational changes and other areas of improvement.
- Evaluated needs of departments and delegated tasks to optimize overall production.
- Identified needs of customers promptly and efficiently.
- Maintained positive working relationship with fellow staff and management.
Cashier/Food Preparer
Charlie's Famous Fried Chicken
Los Angeles, California
02.2019 - 05.2020
- Processed customer transactions efficiently and accurately.
- Maintained cleanliness and organization of the cashier station.
- Assisted customers with menu selections and special requests.
- Handled cash, credit, and debit card payments responsibly.
- Provided excellent customer service during peak hours.
- Collaborated with kitchen staff to ensure order accuracy.
- Performed other duties as assigned by management.
- Coordinated with kitchen staff to ensure timely food preparation.
- Collaborated with other kitchen staff to streamline food preparation processes.
- Pre-cooked certain items to prepare them for final cooking stages.
- Assisted in the inventory management of kitchen supplies and food items.
- Assisted in the plating and presentation of food for service.
- Helped in receiving and organizing food delivery supplies.
- Verified that prepared dishes met quality expectations set by management.
- Maintained sanitation standards during food preparation and storage processes.
Education
Bachelor of Science - Business Administration
California State University, Los Angeles
Los Angeles, CA 08.2018 - 05.2022
Alliance Susan And Eric Smidt Technology High School
Los Angeles, CaliforniaSkills
- Cash handling
- Customer account management
- Transaction processing
- Compliance adherence
- Fraud detection
- Customer service
- Banking operations
- Attention to detail
- Problem solving
- Effective communication
- Listening and comprehension
- Teller support
- Money transfer systems
- Banking software
- Banking law compliance
Languages
English
Full Professional
Spanish
Professional
Timeline
Personal Banker
Wells Fargo
05.2023 - Current
Consultant
Therapeutic Health Group
07.2020 - 04.2023
Cashier/Food Preparer
Charlie's Famous Fried Chicken
02.2019 - 05.2020
Bachelor of Science - Business Administration
California State University, Los Angeles
08.2018 - 05.2022
Alliance Susan And Eric Smidt Technology High School