Chantel Acuna
Indio,CA
Summary
Motivated professional seeking a challenging position to expand knowledge, experience, and skills. Dedicated to making a positive impact on the community through work. Excited to contribute to the success of my job by leveraging expertise and ability to influence others.
Overview
11
11
years of professional experience
Work History
Roving Banker/manager
Wells Fargo & Company
Rancho Mirage, CA
05.2024 - Current
- Referred customers to other banking departments for specialized services.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Educated customers on online banking and mobile banking applications.
- Balanced teller drawers and ATM cash.
- Manage teller and bankers
- Make schedules
- Coach tellers and bankers
- Train new employees
Front Desk Receptionist
WorldMark by Wyndham
Palm Springs
11.2023 - Current
- Maintained organized and clean front office area to create professional and welcoming environment for visitors and employees.
- Scheduled appointments accurately using reservation software, reducing conflicts or doublebookings.
- Managed high-volume phone calls, directing inquiries to appropriate personnel for prompt resolution.
- Supported administrative tasks such as filing, data entry, and document preparation for more efficient office workflow.
Banker/Business Advocate
Wells Fargo
07.2019 - 05.2024
- 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
- Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge, conduct needs-based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate self-service mobile options to customers
- 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
- This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction
- As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations
- Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results
- Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Lead Teller
Wells Fargo
01.2014 - 07.2019
- Manage an Operational Specialist team who are responsible form simple to complex transactions and operational tasks such as service tasks, identify problems, increase customer satisfaction and develop team to meet and surpass growth and performance metrics
- Supervise that operational tasks, compliance task and training are completed with quality and in time
- Identify opportunities and develop plan to improve processes around risk control
- Develop, train, coach, evaluate performance and create action plans for team to meet Service, Risk and Business growth metrics
- Partner with Senior Management, Regional Leaders to develop and execute plans
- Lead team to achieve objective
- Guide and mentor and develop direct reports to increase knowledge, skills and aligned behaviors that mirror company vision
Education
College of the Desert
12.2024
Skills
- Proficient in Microsoft Office
- Workflow management experience
- Leadership Development
- Team Development Coaching
- Development
- Training
- Mentoring
- Acquiring and retaining good talent
Languages
Spanish
Native or Bilingual
Timeline
Roving Banker/manager
Wells Fargo & Company
05.2024 - Current
Front Desk Receptionist
WorldMark by Wyndham
11.2023 - Current
Banker/Business Advocate
Wells Fargo
07.2019 - 05.2024
Lead Teller
Wells Fargo
01.2014 - 07.2019
College of the Desert