Summary
Overview
Work History
Education
Skills
Languages
Timeline
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CAROLINA GUEVARA

Groves,Texas

Summary

Dynamic Service Manager with a proven track record at Wells Fargo, excelling in customer relations and team leadership. Leveraging analytical problem-solving skills, I transformed escalated complaints into opportunities, enhancing customer loyalty. Adept at multitasking, I ensured compliance and operational efficiency while fostering a positive team environment.

Overview

11
11
years of professional experience

Work History

Service Manager I

Wells Fargo
08.2014 - 01.2018
  • Resolved customer complaints in professional and timely manner.
  • Met with customers to discuss service needs and offer available solutions.
  • Resolved escalated customer complaints professionally, turning potentially negative experiences into opportunities for continued patronage.
  • Hired, trained and supervised team of service staff members to meet business goals.
  • Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
  • Manages the teller services function to ensure prompt and efficient transaction processing and the generation of sales through quality referrals.
  • Preparing the cash order based on the analysis, decide the quantities of each denomination ($1, $5, $10, etc.)
  • Forecasting cash needs:

Anticipate events that might affect cash demand, such as local

festivals, holiday seasons, and large business transactions.

  • Follow established policies and procedures:

Ensure compliance with the bank's policies regarding cash

ordering limits, frequency, and deadlines set by the Federal

Reserve Bank.

Personal Banker

Wells Fargo
01.2011 - 03.2013
  • 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.

Teller

Wells Fargo
07.2010 - 03.2011
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
  • Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
  • Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
  • Processed various transactions including deposits, withdrawals, transfers, and payments.
  • Balanced cash drawers daily with high accuracy.
  • Handled and counted large sums of cash, coins, and checks.
  • Followed security protocols to detect and prevent fraudulent transactions.

Teller

Wachovia Bank
08.2006 - 07.2010
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Processed various transactions including deposits, withdrawals, transfers, and payments.
  • Maintained accurate records of all transactions, ensuring compliance with banking regulations and policies.
  • Assisted customers with inquiries and concerns related to their accounts and banking products.
  • Provided exceptional customer service, building rapport and resolving issues efficiently and effectively.
  • Handled and counted large sums of cash, coins, and checks.

Education

General Business

Lamar Institute of Technology
Beaumont, TX
08-2004

Business Professional of America

Port Neches-Groves High School
Port Neches, TX
05-2001

Skills

  • Optimistic mindset
  • Effective team leadership
  • Effective multitasking
  • Analytical problem-solving

Languages

Spanish
Native or Bilingual

Timeline

Service Manager I

Wells Fargo
08.2014 - 01.2018

Personal Banker

Wells Fargo
01.2011 - 03.2013

Teller

Wells Fargo
07.2010 - 03.2011

Teller

Wachovia Bank
08.2006 - 07.2010

General Business

Lamar Institute of Technology

Business Professional of America

Port Neches-Groves High School
CAROLINA GUEVARA