Knowledgeable Business Banker with background in fostering client relationships and providing exceptional service. Managed client portfolios and collaborated with cross-functional teams to enhance client satisfaction. Demonstrated strong communication and problem-solving skills to address client needs effectively.
Overview
23
23
years of professional experience
Work History
Business Support Relationship Associate
Wells Fargo, NA
El Monte, CA
04.2021 - Current
Enhanced customer retention rates by proactively resolving issues before they escalated into larger challenges or dissatisfaction levels.
Participated in regular training sessions to stay current on industry trends and emerging products or services.
Collaborated with internal teams to develop customized solutions for clients''unique situations".
Collaborated with partners from other department to provide the best possible solutions for Treasury Clients, Responsibilities include but no limited to, financial adjustments, research multiple client requests while maintaining risk top of mind.
Small Business Specialist
Wells Fargo Bank N.A
Carson
11.2017 - 04.2021
Performed client analysis to provide additional insight how WF was able to add value in the different products available to help improve cash flow and reduce cost.
Facilitated workshops and seminars on best practices for small business management, supporting professional development among entrepreneurs with partner @ CSUDH.
Developed tailored training programs for employees, resulting in increased productivity and staff retention.
Acted as an advocate for the small business community through participation in local Chamber of Commerce meetings.
Consistently did customer outreach to continue providing excellent customer service to current clients a seek out potential new clients.
Manager Director
Community Loans of America
Los Angeles, CA
07.2014 - 07.2015
Onboarded new employees with training and new hire documentation.
Expanded market presence through strategic partnerships and alliances, driving increased sales opportunities.
Developed comprehensive training programs for staff, resulting in improved performance and skillset growth.
Cultivated a high-performance culture by fostering collaboration, innovation, and continuous improvement.
Manager
Rent -A-Center
MULITPLE LOCATIONS AZ, CA
11.2001 - 08.2009
Managed and motivated employees to be productive and engaged in work.
Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
Defined clear targets and objectives and communicated to other team members.
Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
Managed inventory control, cash control, and store opening and closing procedures.
Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
Reconciled daily sales transactions to balance and log day-to-day revenue.
Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
Education
Associate of Science - Business Administration And Management
East Los Angeles College
Monterey Park, CA
Skills
Attention to Detail
Excellent Communication
Written and verbal communication
Banking
Product Knowledge
Deadline Management
Customer Relationship Management
Client Engagement
Client Relationships
Developing customer relationships
Languages
Spanish
Native or Bilingual
Timeline
Business Support Relationship Associate
Wells Fargo, NA
04.2021 - Current
Small Business Specialist
Wells Fargo Bank N.A
11.2017 - 04.2021
Manager Director
Community Loans of America
07.2014 - 07.2015
Manager
Rent -A-Center
11.2001 - 08.2009
Associate of Science - Business Administration And Management