BRENDA ORDAZ
WESTMINSTER,CA
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
8
8
years of professional experience
Work History
Branch Operations Manager
Wells Fargo Company
08.2022 - Current
- Lead and supervise risk and operations of teller functions to remain in compliance
- Oversee the collection of documentation of employees in regards to Currency Transaction Report (CTR), Monetary Instrument Logs (MIL), Suspected Financial Abuse Reports to ensure appropriate trialing, documentation, & tracking in place for sound risk management & compliance practices
- Experience in catching fraudulent transactions, educating customers on how to identify common fraud schemes, & follow procedures to report common schemes to fraud department with accurate details
- Increased client and supplier satisfaction by solving complex issues with efficient resolutions while remaining professional
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Assisted other team members with advice and guidance around required trainings and addressed any concerns or questions with management
- Processed administrative records in the right retention period and securely destroyed when needed
- Ensure to listen to customers and understand their need to better provide best possible options while following proper policies to ensure financial success
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
Associate Personal Banker
Wells Fargo Company
02.2022 - 07.2022
- 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.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
Teller
Wells Fargo, NA
Huntington Beach, CA
01.2018 - 02.2022
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Processed customer transactions promptly, minimizing wait times.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Monitored and reported suspicious activity in line with bank security policies.
Opening coordinator
Chuck E. Cheese
07.2015 - 01.2019
- Implemented daily operating procedures to keep store clean, adequately stocked, and well-organized.
- Maintained focus during busy times and delegated tasks to employees to keep business running smoothly.
- Walked through department multiple times each shift to evaluate and correct issues such as cleaning and stock replenishment needs.
- Educated staff on strategies for handling difficult customers and challenging situations.
- Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
- Examined incoming inventory, merchandised shelves and prevented shrinkage.
- Developed and nurtured lasting relationships with clients through dedicated assistance, issue resolution and active listening.
Education
No Degree - Criminal Justice
Cal State University of Fullerton
FullertonAssociates - Sociology
Orange Coast College
Costa Mesa05.2019
High School Diploma -
Westminster High School
Westminster, CA06.2015
Skills
- Computer Skills
- Team Player and Punctual
- Multitasking Abilities
- Financial Services
- Excellent Communication Skills
- Risk Management Expertise
Languages
Spanish
Limited Working
Timeline
Branch Operations Manager
Wells Fargo Company
08.2022 - Current
Associate Personal Banker
Wells Fargo Company
02.2022 - 07.2022
Teller
Wells Fargo, NA
01.2018 - 02.2022
Opening coordinator
Chuck E. Cheese
07.2015 - 01.2019
No Degree - Criminal Justice
Cal State University of Fullerton
Associates - Sociology
Orange Coast College
High School Diploma -
Westminster High School
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