Catalina Torres
Spring,TX
Summary
Collaborated with partners, District Managers and influenced Branch Managers to implement the region’s small business initiatives, resulting in a substantial increase in referral rate and substantial
increase in close ration of payroll referrals for the district
Lead district small business coaching calls monthly with various partners to implement districts
small business strategy with branch managers and small business bankers.
Over 12 months of successfully running multiple branches concurrently with varying degrees of
complexity.
Overview
19
19
years of professional experience
Work History
Branch Manager
Wells Fargo
02.2014 - Current
- Maintained friendly and professional customer interactions.
- Assessed employee performance and developed improvement plans.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Engaged employees in business processes with positive motivational techniques.
Assistant Manager
Wells Fargo
04.2010 - 02.2014
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
Banker
Wells Fargo
12.2007 - 04.2010
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Educated customers on features and benefits of banking products and services.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
Lead Teller
Wells Fargo
01.2006 - 12.2007
- Managed daily bank operations by processing customer transactions and providing exceptional customer service.
- Recognized and prevented fraudulent activities and suspicious transactions.
- Mentored and trained new tellers on bank procedures and customer service standards.
- Introduced customers to other bank team members to help meet financial needs.
Teller
Wells Fargo
05.2004 - 01.2006
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
Education
High School Diploma -
Carver High School For Applied Tech/Engineering/Arts
Houston, TX06.2000
Skills
- Staff Management
- Property Inspection
- Microsoft Access
- Goals and Performance
Accomplishments
July 2019: Stars Recognition for Service Excellence for leadership.
May 2019: Stars Recognition for Service Excellence for leadership.
April 2018: Stars Award for Service Excellence Quarterly Champion for leadership.
December 2014: Stars Award for Service Excellence Nomination for supporting the district
Languages
Spanish
Native or Bilingual
Timeline
Branch Manager
Wells Fargo
02.2014 - Current
Assistant Manager
Wells Fargo
04.2010 - 02.2014
Banker
Wells Fargo
12.2007 - 04.2010
Lead Teller
Wells Fargo
01.2006 - 12.2007
Teller
Wells Fargo
05.2004 - 01.2006
High School Diploma -
Carver High School For Applied Tech/Engineering/Arts
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