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. Confident Personal Banker professionally handling complaints and problems to build customer loyalty. Skilled in handling transfers, processing checks, and presenting financial products to customers. Solid knowledge of personal banking practices and regulations.
Overview
8
8
years of professional experience
Work History
Personal Banker
Wells Fargo & Company
San Marcos, TX
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