Bertha Adame
Alvin
Summary
Dynamic banking professional with extensive experience at Wells Fargo, excelling in customer service and operational risk management. Proven track record in enhancing efficiency through process improvements and fostering strong client relationships. Skilled in analyzing performance metrics to drive strategic decisions, resulting in increased customer loyalty and satisfaction.
Experienced with financial analysis, customer service, and risk management. Utilizes strong analytical skills and in-depth financial knowledge to provide effective banking solutions. Track record of fostering client relationships and enhancing team performance through collaborative efforts.
Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills.
Overview
23
23
years of professional experience
Work History
Banker
Wells Fargo
10.2023 - Current
- Assisted clients with account inquiries and transaction processing.
- Supported team in maintaining compliance with banking regulations and policies.
- Learned to operate financial software for efficient data entry and record-keeping.
- Collaborated with colleagues to streamline customer service processes, improving response times.
- Provided administrative support by organizing documentation and maintaining accurate records.
- Contributed to team efforts in achieving branch goals through effective communication skills.
- Educated customers on features and benefits of banking products and services.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Streamlined operations, implementing efficient processes to improve overall productivity and performance.
- Enhanced customer trust by consistently providing accurate financial advice and solutions to meet their needs.
- Conducted thorough risk assessments for loan applications, significantly reducing bank's exposure to bad debts.
- Maintained friendly and professional customer interactions.
- Trained new hires on customer service policies and procedures.
- Wrote and distributed customer correspondence.
Branch Operations Manager
Wells Fargo
10.2002 - 10.2023
- Oversaw daily branch operations, ensuring adherence to company policies and procedures.
- Managed staff schedules and workflows to optimize resource allocation and enhance efficiency.
- Implemented process improvements that streamlined customer service interactions and reduced wait times.
- Trained new employees on operational protocols, fostering a culture of teamwork and accountability.
- Analyzed operational reports to identify trends, contributing to data-driven decision-making for branch strategy.
- Collaborated with cross-functional teams to enhance service delivery and resolve customer issues promptly.
- Developed strong relationships with clients, resulting in increased loyalty and repeat business.
- Performed monthly compliance checks.
- Contributed to ongoing process improvements that led to increased efficiency across various aspects of branch operations.
- Increased client and supplier satisfaction by solving complex issues with efficient resolutions.
- Complied with regulatory guidelines and requirements.
- Maintained friendly and professional customer interactions.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
- Analyzed business processes to identify cost savings and operational efficiencies.
Education
Business Administration -
Alvin Community College
Alvin, TXSkills
- Customer service
- Creative thinking
- Goal planning
- Relationship building
- Risk management policies
- Analyzing performance
- Risk mitigation
- Customer education
- Developing customer relationships
- Branch operations
- Operational risk
Timeline
Banker
Wells Fargo
10.2023 - Current
Branch Operations Manager
Wells Fargo
10.2002 - 10.2023
Business Administration -
Alvin Community College
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