Summary
Overview
Work History
Education
Skills
Languages
Affiliations
Timeline
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ADRIANA PICENO

INDIO,CA

Summary

Results-driven branch banker with experience in account opening, fraud awareness, and risk management. Known for clear bilingual communication, strong client service, and accurate handling of sensitive financial transactions. Skilled at supporting branch operations while maintaining compliance and delivering a positive client experience.

Overview

2
2
Languages
9
9
years of professional experience

Work History

Branch Relationship Banker

CALIFORNIA BANK & TRUST
INDIO
03.2025 - Current

Consistently exceeded sales and production goals through relationship-focused conversations and proactive business development.

  • Supported delivery of comprehensive banking solutions to consumer and business clients through personalized financial consultations.
  • Opened and maintained consumer and business deposit accounts, identifying opportunities to enhance client relationships.
  • Built long-term client relationships through proactive outreach, follow-up, and personalized service.
  • Functioned as branch fraud ambassador, providing education to clients and team members on fraud trends, prevention strategies, and risk mitigation.
  • Worked with wealth management, mortgage, treasury management, and business banking teams to provide comprehensive financial solutions.
  • Resolved complex client concerns, ensuring adherence to high service standards and regulatory compliance.
  • Maintained strong knowledge of consumer banking products, business banking services, lending solutions, and bank procedures.

Personal Banker

FIRSTBANK
Palm Desert , CA
10.2022 - 03.2025
  • Supported consumer and business clients with account opening and maintenance for smooth banking experiences.
  • Built knowledge in compliance, branch operations, and risk management.
  • Moved between branch locations successfully while adjusting to changing business needs and client requests.
  • Guided FirstBank customers in choosing suitable deposit and savings products based on individual financial goals.
  • Processed withdrawals, transfers, and account maintenance requests with strong attention to detail and accuracy.

Retail Sales Associate

Ross Dress for Less
Palm Desert, California
05.2017 - Current
  • Managed cash office functions including balancing tills, preparing daily deposits, and processing cash orders.
  • Maintained accuracy while handling large cash volumes and sensitive financial transactions.
  • Coordinated armored carrier services and ensured compliance with cash handling procedures.
  • Trained and supported new team members on policies, procedures, and customer service expectations.
  • Supported management team by providing operational leadership and employee assistance to enhance team functionality.
  • Cultivated leadership, problem-solving, organizational, and customer service skills to improve team effectiveness.

Education

High School Diploma -

Brawley Union High School
Brawley, CA
06-2015

Some College (No Degree) -

Imperial Valley College
Imperial, CA

Skills

  • Banking expertise
  • Risk compliance
  • Branch Operations
  • Sales development
  • Client Retention
  • Relationship Building
  • Team Leadership
  • Team Training
  • Conflict Resolution
  • Bilingual skills

Languages

Spanish
Professional
English
Professional

Affiliations

  • Volunteer- Califried Foundation

Timeline

Branch Relationship Banker

CALIFORNIA BANK & TRUST
03.2025 - Current

Personal Banker

FIRSTBANK
10.2022 - 03.2025

Retail Sales Associate

Ross Dress for Less
05.2017 - Current

High School Diploma -

Brawley Union High School

Some College (No Degree) -

Imperial Valley College
ADRIANA PICENO