Carlos Ramirez Perez
Bakersfield,United States
Summary
Dynamic Wells Fargo veteran with a proven track record in enhancing customer experiences and streamlining operations. Excelled in leadership roles, driving team cohesion and operational efficiency. Skilled in bilingual communication and cash handling, adept at leveraging interpersonal skills to foster customer relationships and achieve business objectives.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Branch Lead Designee
Wells Fargo
02.2022 - Current
- Support customer experience by accurately processing and approving teller transactions, sharing digital solutions, and making appropriate introductions to bankers
- Complete operational activities while minimizing risks under established policies
- Perform routine to moderately complex transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
- Support the Branch manager in operational tasks and scheduling
- Resolve issues related to daily operations of the teller line, under direction of regional banking management
- Support customers and employees in resolving or escalating concerns or complaints
- Receive guidance from managers and exercise judgment within defined policies and procedures
- Provide excellent service to customers and individuals by demonstrating care, building relationships, and completing requested transactions
- Motivate a diverse team to achieve full potential and meet established business objectives
- Offered reception coverage to relieve staff during absences or breaks.
- Performed administrative duties such as filing documents, preparing reports, ordering supplies.
Associate Personal Banker
Wells Fargo
Bakersfield
09.2018 - Current
- Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
- Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
- Receive direction from managers and exercise judgement within defined policies and procedures
- Develop understanding of bank products and services to connect to customers' needs
- Interact with customers to demonstrate care and build relationships
- Provide appropriate options for bank products and services to customer
- Refer customers' financial needs to other bankers and partners as needed
Lead Teller
Wells Fargo, NA
Bakersfield, CA
09.2015 - 09.2018
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
- Enhanced team cohesion and morale through effective leadership and motivational strategies.
- Ensured compliance with federal regulations and internal policies during all transactions.
- Coordinated scheduling of teller staff to ensure adequate coverage during peak hours.
- Handled complex transactions and provided backup support to other tellers as needed.
- Managed daily operations of teller line, ensuring compliance with bank policies and procedures.
Teller
Wells Fargo
Bakersfield, CA
03.2014 - 09.2015
- Answered customer inquiries regarding bank products and services.
- Provided exceptional customer service while accurately processing routine transactions.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Balanced cash drawers on a daily basis.
Education
biology
Cal State San Bernardino
San Bernardino, California01.2008
High School Diploma -
Desert Hot Springs High School
Desert Hot Springs, California, United States05.2007
Skills
- Bilingual
- Leadership skills
- Fast learner
- Team player
- Organized
- Flexible
- Proficiency with computers
- Cash handling
- Operations management
- Administrative support
- Active listening
- Business communication
- Multitasking capacity
- Organizational skills
- Team collaboration
- Customer service
- Accounting
- Records management
- Interpersonal skills
References
- Jesus Negrete, Wells Fargo Branch Manager, (661) 586-1885
- Amanda Melendrez, Wells Fargo Branch Manager, (661) 345-7220
- Olga Aguirre, Wells Fargo Branch Manager, (661) 818-9759
- Rodrigo Leon, Wells Fargo Premier Banker, (714) 785-9902
- Raul Aguilar, Wells Fargo Licensed Banker, (661) 703-8790
Certification
- notary
Languages
English
Professional
Spanish
Professional
Timeline
Branch Lead Designee
Wells Fargo
02.2022 - Current
Associate Personal Banker
Wells Fargo
09.2018 - Current
Lead Teller
Wells Fargo, NA
09.2015 - 09.2018
Teller
Wells Fargo
03.2014 - 09.2015
biology
Cal State San Bernardino
High School Diploma -
Desert Hot Springs High School
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