Chelsea Peterson
Richfield
Summary
Professional banker with 11+ years banking experience. Proven track record in delivering customer focused solutions and meeting business objectives while effectively handling high-stress situations. Known for strong teamwork, adaptability, and communication skills. Adept at leveraging financial tools and resources to drive results in fast-paced environments.
Overview
12
12
years of professional experience
Work History
Associate Personal Banker
Wells Fargo Bank
01.2021 - Current
- Assist customers and generate new business by conducting thorough financial needs assessments and offering tailored products and services.
- Process account openings, transactions, and loan/credit card applications efficiently.
- Provide excellent customer service by addressing inquiries and resolving issues promptly.
- Knowledge and understanding with banking industry laws and regulations, compliance controls, risk management and loss prevention.
- Contribute to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
- Educate customers on digital banking tools and services for improved accessibility.
- Utilize strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Retain and file customer and bank documents according to retention schedule.
- Branch Lead Designee when manager is out and support with coaching when needed.
- Assist teller line with complex transactions..
- Assist with training new hires and new to position employees.
- Work effectively in fast-paced environments.
- Manage high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Teller-Lead Teller
Wells Fargo Bank
08.2013 - 01.2021
- Processed consumer and business transactions efficiently, ensuring accuracy and adherence to banking policies and procedures.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Enhanced fraud detection efforts by vigilantly identifying suspicious activities and transactions and reporting when necessary following banking procedures.
- Maintained cash drawer accuracy by conducting daily balancing and implementing effective cash handling practices.
- Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
- Educated customers on use of banking website and mobile apps.
- Provided training to new tellers on bank procedures, systems, and customer service best practices.
Server
South China Cafe
07.2013 - 01.2020
- Delivered exceptional customer service in fast-paced dining environment.
- Collaborated with kitchen staff to ensure timely food preparation and delivery.
- Trained new servers on menu items, service standards, and restaurant operations.
- Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
- Managed own cash til and dropped deposits at end of shift.
- Performed opening and closing duties, ensuring the dining area was prepared for seamless service transitions.
- Addressed customer complaints or concerns professionally, ensuring swift resolution and maintaining positive relationships.
- Built rapport with guests to enhance their dining experience and encourage return visits.
Education
GED -
Richfield High School
Richfield, UTSkills
- Excellent customer service skills and conflict resolution
- Optimistic mindset
- Strong attention to detail
- Relationship building and management
- Critical thinking
- Effective listening
- Adaptable learner
- Ability to navigate several computer systems at once
- Self starter/Self motivator
- Team player
- Expert multitasker
Timeline
Associate Personal Banker
Wells Fargo Bank
01.2021 - Current
Teller-Lead Teller
Wells Fargo Bank
08.2013 - 01.2021
Server
South China Cafe
07.2013 - 01.2020
GED -
Richfield High School
Similar Profiles
PATRICIA M. SCHERERPATRICIA M. SCHERER
Regional Bank Private Banker II at Wells Fargo Bank / Wells Fargo AdvisorsRegional Bank Private Banker II at Wells Fargo Bank / Wells Fargo Advisors
Andrew S. HollenbachAndrew S. Hollenbach
Collateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NACollateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NA
Frederick TulayFrederick Tulay
Commercial Banking Portfolio Associate at Wells Fargo Bank NA (Commercial Investment Bank-CIB)Commercial Banking Portfolio Associate at Wells Fargo Bank NA (Commercial Investment Bank-CIB)
Taylor VegaTaylor Vega
Teller at Wells Fargo BankTeller at Wells Fargo Bank
MOLLY KREBSMOLLY KREBS
Financial Specialist II at Dakota CountyFinancial Specialist II at Dakota County