Brian Orellana
Azusa,CA
Summary
Experienced banking professional adept at developing and executing strategies to improve customer retention and mitigate risks. Demonstrates strong multitasking capabilities and effective communication skills, contributing to team achievements and organizational growth. Committed to continuous learning and professional development.
Overview
9
9
years of professional experience
Work History
Small Business Sales Specialist Digital Role
Wells Fargo Bank
El Monte, USA
11.2019 - Current
- Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge
- Serve as a leader in managing risk, understand and manage risk in the business, adhere to policies, procedures & controls and ensure compliance with appliance laws, rules & regulations
- Function as lead relationship manager for small business customer portfolio, targeting annual gross goals.
- Client engagement via email and phone for follow-ups and meetings
- Assisted business customers nationwide while coordinating project timeframes.
- Uncovering fraudulent attempts by customers using fabricated information for business account openings
Assistant Team Leader
Wells Fargo
09.2018 - 11.2019
- Coached new team members, evaluated progress during onboarding and confirmed readiness for daily responsibilities.
- Applied problem-solving expertise when managing difficulties with new hires or handling customer concerns.
- Conducted performance reviews for each individual member of the team, providing feedback where necessary.
- Monitored compliance with regulatory standards and internal policies during operations.
- Organized team meetings to discuss goals, progress, and challenges within the department.
- Managed scheduling for staff to ensure adequate coverage during peak hours.
- Executed Everyday Banking Calls to customers regarding account-related inquiries
Senior Customer Service Representative
Wells Fargo
07.2016 - 09.2018
- Executed daily banking transactions within fast-paced environment.
- Resolved customer complaints with effective problem-solving techniques.
- Escalated complex issues to management for prompt resolution.
- Educated customers about products, pricing and policies to address and resolve issues.
- Collaborated with other departments such as Sales, Marketing, and Technical Support.
- Handled difficult situations with tact, diplomacy, and professionalism.
Education
Associate of Arts - History
Glendale Community College
Glendale, CA06-2011
High School Diploma -
Benjamin Franklin High School
Los Angeles, CA06-2008
Skills
- Customer relationship management
- Risk management
- Sales strategy development
- Fraud detection
- Compliance adherence
- Project coordination
- Microsoft Office
- 7 Years of Customer Experience
Accomplishments
- WELLS FARGO RISING STAR PROGRAM
Languages
English
Full Professional
Spanish
Full Professional
Timeline
Small Business Sales Specialist Digital Role
Wells Fargo Bank
11.2019 - Current
Assistant Team Leader
Wells Fargo
09.2018 - 11.2019
Senior Customer Service Representative
Wells Fargo
07.2016 - 09.2018
Associate of Arts - History
Glendale Community College
High School Diploma -
Benjamin Franklin High School
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