Summary
Overview
Work History
Education
Skills
Timeline
GeneralManager

CESAR JOEL VELAZCO

Dallas,TX.

Summary

Ten years experience in banking, with five years of working for the busiest, and with the largest transactional volume Wells Fargo Branch in the nation. Thirteen years in customer experience total. Does great with fast and slow paced work environments, also experienced in affluent and non affluent locations.

Overview

11
11
years of professional experience

Work History

Personal Banker

Wells Fargo Bank, N.A.
, N.A.
06.2011 - 02.2022
  • Skilled at acquiring new customers through existing customer referrals, partner referrals, both in-person and over the phone.
  • Defuse volatile customer situations calmly and in a professional manner.
  • Efficient with compliance and risk management.
  • Collaborated with partners and made appropriate introductions.
  • Successfully used consultative sales process to meet quarterly goals.
  • Opened and maintained both consumer and business relationships.
  • Opened Qualitative Income Trust and Living Trust accounts.
  • Successfully and diligently processed credit applications, making it easier to help lead my district due to my credit volume.
  • Successfully passed every audit attended.
  • Coached team members to ensure their professional development.

Logistics Processor

Wells Fargo Bank, N.A.
10.2020 - 05.2021
  • Independently fulfilled customer orders through out the entire store in a timely manner to ensure meeting daily goal.
  • Prepare and ship customer’s orders following quality packing and shipping standards.
  • Utilize inventory management systems to scan, process and research merchandise shipments in accordance with inventory control processes.
  • Successfully worked in a fast paced environment due to my ability of prioritizing multiple tasks.
  • Assist in maintaining clean and organized selling floors and stockrooms.

Education

El Paso Community College
El Paso, TX

Bel Air High School

Skills

  • Bilingual
  • Attentive of customer needs
  • Cash handling proficiency
  • Excellent leadership skills
  • Experienced in credit products
  • Texas notary
  • Microsoft Office
  • Proactive, diligiant, and motivated
  • Effective in problem solving and diffusing irate situations

Timeline

Logistics Processor

Wells Fargo Bank, N.A.
10.2020 - 05.2021

Personal Banker

Wells Fargo Bank, N.A.
06.2011 - 02.2022

El Paso Community College

Bel Air High School
CESAR JOEL VELAZCO