Brian Orellana
Azusa,CA
Summary
Dedicated banking professional with 9 years of experience in deposit operations, customer service, and account management. Proven expertise in processing new accounts, balancing reconciliations, handling ACH/wire transfers, and ensuring regulatory compliance (e.g., BSA, CIP). Skilled in supporting commercial clients, resolving inquiries, and cross-selling deposit products to drive client retention and satisfaction.
Overview
9
9
years of professional experience
Work History
Branch Small Business Banker
Wells Fargo Bank
El Monte, USA
10.2019 - 11.2025
- Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between.
- Facilitated loan applications by guiding clients through the documentation and submission processes.
- Educated small business owners on financial management best practices and available banking services.
- Collaborated with branch partners to cross-sell banking products and services, increasing overall revenue for the bank.
- Analyzed financial statements to assess creditworthiness, and recommend appropriate lending products.
- Collaborated with cross-functional teams to streamline account-opening procedures, enhancing the customer experience.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Conducted thorough assessments of small business financial health to recommend appropriate products and services.
Assistant Team Leader
Wells Fargo
El Monte, California
06.2017 - 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
El Monte, California
06.2016 - 06.2017
- 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
- Microsoft Office Suite
- Microsoft windows XP professional
- Fraud detection
- Compliance adherence
- Project coordination
Accomplishments
- WELLS FARGO RISING STAR PROGRAM
Languages
English
Full Professional
Spanish
Full Professional
Timeline
Branch Small Business Banker
Wells Fargo Bank
10.2019 - 11.2025
Assistant Team Leader
Wells Fargo
06.2017 - 11.2019
Senior Customer Service Representative
Wells Fargo
06.2016 - 06.2017
High School Diploma -
Benjamin Franklin High School
Associate of Arts - History
Glendale Community College