Argelia Rivas
San Marcos,TX
Summary
Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products.
Overview
8
8
years of professional experience
Work History
Personal Banker
Wells Fargo & Company
02.2013 - 08.2021
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Cross-sold bank products and services to meet customer needs and provide options.
- Promoted financial products by maintaining excellent service offering knowledge.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Followed up with customers to gather feedback and provide additional assistance.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Processed deposits, withdrawals and ACH transfers accurately.
- Verified customer identity and reviewed documentation for accuracy.
- Explained account terms and conditions to customers.
Education
High School Diploma -
Colegio De Bachilleres
Guerrero MexicoSkills
- Account Maintenance
- Banking
- Loans
- Wealth Management
- Fraud Prevention
- Issues Resolution
- Relationship Building
- Customer Service
- Rapport Building
- Positive Attitude
- Spanish Fluency
Timeline
Personal Banker
Wells Fargo & Company
02.2013 - 08.2021
High School Diploma -
Colegio De Bachilleres