Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Aret Guzelses

Winnetka,CA

Summary

Detail-oriented professional with 8+ years of experience in financial services, transitioning into Information Systems, with a strong foundation in client service, process optimization, and regulatory compliance. Skilled in analyzing financial data, managing digital systems, and maintaining accurate records. Proven track record of resolving complex issues, adapting to new technologies, and collaborating with cross-functional teams. Seeking to apply analytical, technical, and operational strengths to support digital transformation and service delivery in a municipal IT environment.

Overview

13
13
years of professional experience

Work History

Personal Banker 3

Premier America Credit Union
CSUN Northridge
08.2023 - Current
  • Facilitated financial literacy education for students, helping them understand personal finance topics such as budgeting, credit, and digital banking tools. Open all varieties of deposit accounts, resolve member issues, manage account maintenance, and update member information as required.
  • Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
  • Recognized transaction needs, and educated clients on service and digital channels to assist with self-service.
  • Created strategic financial solutions to suit individualized client needs.
  • Analyzed customer credit data and other financial information to identify solutions that aligned with customer needs.
  • Maintained and built strong client relationships through quality, personalized interactions.
  • Responded promptly to customer queries and complaints to find solutions and diffuse tension.
  • Entered new account information into computers, and filed related forms and other documents.
  • Executed wire transfers of funds in compliance with banking best practices.
  • Maintained customer data confidentiality while inputting information into the system.
  • Provided customer service to clients, including answering questions, and resolving issues.
  • Assisted customers with deposits, withdrawals, transfers, loan payments, and other banking transactions.
  • Cross-sold banking products, such as credit cards, loans, and investments.
  • Performed daily balancing of the cash drawer, and reconciled discrepancies when necessary.
  • Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
  • Identified potential fraud risks on accounts and reported suspicious activities to management.
  • Maintained accurate records of all transactions conducted throughout the day.
  • Analyzed financial documents provided by customers to determine their needs.
  • Advised customers on various financial products available from the bank.
  • Processed loan applications according to established guidelines.
  • Reviewed existing accounts for accuracy of information and compliance with regulations.

Personal Banker 2

Premier America Credit Union
Chatsworth, CA
04.2022 - 08.2023
  • Responsibility on establishing, developing, and retaining deep financial relationships with members, to help meet and exceed member and credit union goals.
  • Executed wire transfers of funds in compliance with banking best practices.
  • Performs Teller and referral functions, opens new accounts and loan applications to building relationships and drive growth and sales opportunities.
  • Promote, educate, and refer on credit union financial products and services to member in the community based on their needs as determined from member interviews.
  • Responsibility for performing a broad variety of Teller transactions including deposits, withdrawals, transfers, and loan payments, sells cashier's checks with a high degree of accuracy in accordance with CU's policies and procedures, including robbery procedures.
  • Analyzed customer credit data and other financial information to identify solutions that aligned with customer needs.
  • Created strategic financial solutions to suit individualized client needs.
  • Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
  • Used product knowledge and abilities to execute consumer loans and other services.
  • Met with customers to analyze financial needs and maximize sales opportunities.

Personal Banker

Wells Fargo
Porter Ranch, CA
01.2022 - 04.2022
  • Developed and retained and deepened long-term relationships with current and potential customers in the community
  • Ensured that customer concerns were handled efficiently to maintain positive customer relations
  • Utilized strong analytical and problem solving skills to derive innovative solutions
  • Interacting with customers in providing a number of services ranging from important advice about their accounts, problem resolution, and solving issues
  • Selling financial services and meeting targets
  • Strengthened relationships with Wells Fargo partners to maximize sales opportunities.

Bank Teller

Wells Fargo
Calabasas, CA
11.2017 - 12.2021
  • Process teller transactions for customers such as servicing client accounts, managing safe deposit payments, cashing checks, accepting loan payments, balancing cash drawers
  • Strong knowledge of banking and federal guidelines regarding proper handling of deposit accounts and negotiable items
  • Take the leadership role in the absence of the supervisors/managers and continue the bank’s normal operations and procedures
  • Partnered with leadership to create a strong plan of action in the absence of a supervisor in order to run the teller line at a high caliber
  • Lead teller line in banker introductions by engaging customers in a financial conversation to understand what is important to them, shared options that would provide benefit, and segmented through the appropriate channels.

Cashier

ROYAL PASTRY
Granada Hills, CA
05.2015 - 08.2016
  • Assist customers with payments of bakery goods
  • Promote & assist in the sale of wedding and birthday cakes

Connected Devices Sales Consultant

BEST BUY
Porter Ranch, CA
10.2015 - 01.2016
  • Provide personalized service and exceptional expertise for customers
  • Handle all forms of the sale including customer contracts and warranties, customer payments, cash and credit card/check transactions
  • Develop, maintain and communicate strong, up-to-date knowledge of health and fitness, headphones and portable speakers products, accessories, pricing plans and service features.

Courtesy Clerk

JONS INTERNATIONAL MARKETPLACE
Winnetka, CA
09.2013 - 12.2014
  • Assist customers with their needs while shopping
  • Assist management with special projects during store promotions
  • Train newly hired courtesy clerks as a seasoned team member

Volunteer

ST. PETER CHURCH
Reseda, CA
06.2012 - 09.2013
  • Assist parishioners during church services

Delegate

St. Peter Armenian Apostolic Church
Van Nuys, CA
01.2019 - 05.2022
  • Auditing Committee for the Armenian Western Diocese
  • Attended dinners and special events to meet people and develop relationships.
  • Represent the church at the Leadership Summit.
  • Serve as members of the conference.
  • Reflect both the society and personal view in the discussions at Conferences.
  • Serve on the Local Board of the Administration of the Armenian Apostolic church.

Education

High School Diploma -

Granada Hills Charter High School
Granada Hills, CA
05.2013

Business Management (Coursework Completed) -

Moorpark College
05.2016

Skills

Proficient in MS Office, Word, Excel, PowerPoint, and Mac computer skills
  • Data Entry and Transaction Processing
  • Client-Facing Systems (CRM, Core Banking Platforms)
  • Cross-Functional Communication
  • Microsoft Office Suite (Excel, Word, PowerPoint)
  • Problem Solving & Workflow Optimization
  • Information Confidentiality & Compliance
  • Relationship Management
  • Technical Troubleshooting Support (Basic)
  • Customer Training & Support

Languages

English
Native/ Bilingual
Armenian
Native/ Bilingual
Italian
Limited
Turkish
Elementary

Timeline

Personal Banker 3

Premier America Credit Union
08.2023 - Current

Personal Banker 2

Premier America Credit Union
04.2022 - 08.2023

Personal Banker

Wells Fargo
01.2022 - 04.2022

Delegate

St. Peter Armenian Apostolic Church
01.2019 - 05.2022

Bank Teller

Wells Fargo
11.2017 - 12.2021

Connected Devices Sales Consultant

BEST BUY
10.2015 - 01.2016

Cashier

ROYAL PASTRY
05.2015 - 08.2016

Courtesy Clerk

JONS INTERNATIONAL MARKETPLACE
09.2013 - 12.2014

Volunteer

ST. PETER CHURCH
06.2012 - 09.2013

High School Diploma -

Granada Hills Charter High School

Business Management (Coursework Completed) -

Moorpark College

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Aret Guzelses