Dainerys Borrego
Hialeah,FL
Summary
Financial professional with over 10 years in banking, specializing in customer service and management. Proven leadership skills demonstrated through additional responsibilities and a proactive approach. Strong understanding of consumer and business needs, with a commitment to team success.
Overview
10
10
years of professional experience
Work History
Branch Small Business Banker
Wells Fargo Bank, N.A.
Miami Springs
06.2023 - Current
- Participated in community events such as Chamber meetings or networking groups to promote bank services.
- Attended conferences and seminars related to small business banking topics in order to stay current with industry trends.
- Identified areas of potential growth within a customer's portfolio by recognizing trends in their industry sector.
- Analyzed customer portfolios in order to recommend appropriate banking products and services.
- Provided guidance and advice to clients on the best financial solutions for their businesses.
- Assisted customers with opening new accounts while ensuring accuracy of all paperwork submitted.
- Identified opportunities for cross-selling additional banking products or services.
- Developed and maintained relationships with small business owners to understand their financial needs.
- Consulted with small business customers to determine needs and means and propose personalized banking solutions.
Associate Personal Banker
Wells Fargo
Coral Gables, FL
07.2021 - 06.2023
- Provided customer service to clients, including answering questions and resolving issues.
- Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
- Researched customer inquiries and reported findings in a timely manner.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
- Processed loan applications according to established guidelines.
- Responded promptly to customer emails, phone calls and requests for information.
- Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
- Advised customers on various financial products available from the bank.
- Built a strong rapport with new and existing clients to better serve their financial needs and promote branch loyalty.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Recognized transaction needs and educated clients on service and digital channels to assist with self-service.
Home Preservation Interim Specialist
Wells Fargo Bank
, FL
08.2020 - 07.2021
- Assist COVID-19 impacted customers facing a financial hardship with payment suspension (forbearance) on their home mortgage while meeting the CARES Act guidelines.
- Answered calls and responded to inquiries from various parties, using strong active listening and open-ended questioning skills to resolve problems.
- Answered consumer inquiries with friendly and knowledgeable support.
Small Business Loan Officer
Wells Fargo
04.2020 - 08.2020
- Paycheck Protection Program, temporarily aligned to support, in administering the Paycheck Protection program.
- This critical program gave small businesses access to short-term cash flow assistance to help deal with immediate global impact caused by COVID-19 pandemic.
- Examined and verified information in loan application and closing documents.
Personal Banker
Wells Fargo Bank
Doral, FL
11.2018 - 08.2020
- Deliver service, advice and guidance to customers that helps them improve their financial lives
- Be accountable for operational excellence, improve customer experience
- Grow the business through acquiring, building and deepening customer relationship.
- Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
CSSR
Wells Fargo
Miami, FL
09.2017 - 11.2018
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Submitting CTR, UAR and MIL reports.
Lead Teller
Wells Fargo
Coral Gables, FL
02.2016 - 08.2017
- Assisted tellers with daily activities such as check approval, adding checks, locating errors and resolving member related questions.
- Performed currency transaction reports for foreign currency.
- Balanced bank's vault of daily cash for withdrawals and deposits.
Teller
Wells Fargo Bank
Coral Gables, FL
04.2015 - 02.2016
- Maintaining a cash drawer including taking in and giving out cash and balancing at end of the shift
- Accurately and efficiently processing transactions
- Following policies and procedures to minimize risk while engaging customers in conversations, listening to them, and proactively helping to meet their financial needs
- Accountable to balance the branch vault with over $250k in cash amounts.
Education
Some College (No Degree) -
Miami Dade College
Miami, FLSkills
- Exceptional customer service
- Loan officer
- Microsoft Office
- Small business advocate
- Bilingual in English and Spanish
- Strong sense of banking ethics
- Sales expertise
- Compliance review
- Portfolio management
- Customer relationship management
- Risk assessment
- Regulatory compliance
- Networking skills
- Active listening
- Effective communication
- Time management
- Problem solving
- Relationship management
- Banking regulations
- Team cooperation
Languages
English
Professional
Spanish
Professional
Timeline
Branch Small Business Banker
Wells Fargo Bank, N.A.
06.2023 - Current
Associate Personal Banker
Wells Fargo
07.2021 - 06.2023
Home Preservation Interim Specialist
Wells Fargo Bank
08.2020 - 07.2021
Small Business Loan Officer
Wells Fargo
04.2020 - 08.2020
Personal Banker
Wells Fargo Bank
11.2018 - 08.2020
CSSR
Wells Fargo
09.2017 - 11.2018
Lead Teller
Wells Fargo
02.2016 - 08.2017
Teller
Wells Fargo Bank
04.2015 - 02.2016
Some College (No Degree) -
Miami Dade College
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