Bryan Aguilar
San Pablo,CA
Summary
Dynamic professional with a proven track record at Wells Fargo, excelling in relationship building and customer satisfaction. Fluent in Spanish, I leverage strong communication skills to enhance client interactions and drive financial solutions. Recognized for generating new business through tailored assessments and maintaining compliance in all transactions.
Overview
4
4
years of professional experience
Work History
Associate Personal Banker
Wells Fargo
11.2023 - Current
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Sales Representative
Next Generation Marketing
07.2023 - 11.2023
- Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
- Generated additional sales opportunities with upselling and cross-selling techniques.
- Expanded customer base through cold calling, networking, and relationship building.
- Increased sales revenue by identifying and targeting high-potential accounts.
Reverse Logistics Specialist
Target
08.2021 - 07.2023
- Enhanced inventory accuracy by conducting regular audits and implementing efficient tracking systems.
- Improved warehouse efficiency through meticulous organization of returned products and prompt redistribution to appropriate channels.
- Developed comprehensive training materials and conducted workshops for new employees, ensuring a thorough understanding of reverse logistics procedures and best practices.
- Reduced loss from damaged goods by proactively identifying potential causes and implementing preventive measures throughout the supply chain.
Education
Bachelor of Science - Finance
San Francisco State University
San Francisco, CA12-2023
Skills
- Fluent in writing and speaking Spanish
- Intermediate in Microsoft Office (Excel, Word, and PowerPoint)
- Interest in Financial Planning
- Relationship building
- Customer satisfaction
Timeline
Associate Personal Banker
Wells Fargo
11.2023 - Current
Sales Representative
Next Generation Marketing
07.2023 - 11.2023
Reverse Logistics Specialist
Target
08.2021 - 07.2023
Bachelor of Science - Finance
San Francisco State University
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