Claudia Hernandez
San Antonio
Overview
12
12
years of professional experience
Work History
Associate Personal Banker
Wells Fargo & Company
08.2023 - Current
- Identified potential fraud risks on accounts and reported suspicious activities to management.
- Recognized opportunities for cross-selling additional banking products or services.
- Analyzed financial documents provided by customers to determine their needs.
- Conducted account openings and closings for clients.
- Provided guidance on how best to utilize online banking tools for enhanced customer experience.
- Processed loan applications according to established guidelines.
- Followed operational standards, promoting security, risk management and compliance.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Bilingual Teller
Wells Fargo Bank, N.A.
San Antonio
10.2017 - Current
- Maintained confidentiality of bank records and client information.
- Built and maintained client relationships through quality, personalized interactions.
- Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
- Adhered to financial services security and audit procedures.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
Merchandise Handler
JCPenney
San Antonio
01.2013 - 10.2017
- Kept work areas clean, neat and organized for optimal productivity and worker safety.
- Demonstrated great teamwork skills with staff members involved in production and transport.
- Received and counted stock items, recording data manually or on computer for inventory purposes.
Education
High School Diploma -
Memorial High School
San Antonio, TX02.2010
Skills
- Business Development
- Risk Management
- Strategic Planning
- Transaction Processing
- Banking Laws & Regulations
- Time Management
- Customer Service
Languages
Spanish
Native/ Bilingual
Timeline
Associate Personal Banker
Wells Fargo & Company
08.2023 - Current
Bilingual Teller
Wells Fargo Bank, N.A.
10.2017 - Current
Merchandise Handler
JCPenney
01.2013 - 10.2017
High School Diploma -
Memorial High School