Daniella Duran
San Diego,CA
Summary
Detail-oriented professional skilled in customer service and relationship building. Proven ability to assist clients effectively and maintain accurate records, ensuring satisfaction and compliance.
Overview
6
6
years of professional experience
Work History
Associate Banker
Chase Bank
La Jolla, CA
11.2025 - Current
- Assisted clients with account inquiries and transaction processing.
- Executed daily operational tasks to ensure efficient branch performance.
- Supported customer onboarding by verifying documentation and compliance requirements.
- Maintained accurate records of client interactions and transactions.
Hostess
Kettner Exchange
San Diego, CA
03.2024 - 11.2025
- Managed guest seating arrangements to optimize flow and enhance dining experience.
- Coordinated reservations using OpenTable, ensuring accurate tracking of guest preferences.
- Provided exceptional customer service by greeting guests warmly and addressing inquiries promptly.
- Assisted in training new staff on host responsibilities and restaurant protocols, promoting team efficiency.
Financial Services Representative
LPL Financial
San Diego, CA
04.2024 - 08.2025
- Assisted clients with account inquiries, ensuring accurate and timely responses.
- Processed financial transactions, maintaining high accuracy in data entry and record-keeping.
- Collaborated with team members to streamline client onboarding processes for improved efficiency.
- Conducted thorough reviews of client portfolios, identifying opportunities for enhancement and risk management.
- Educated clients on financial products, facilitating informed decision-making about investments and savings options.
Teller
Wells Fargo
San Diego, CA
01.2023 - 12.2023
- Processed customer transactions accurately and efficiently using advanced banking software.
- Assisted customers with account inquiries, ensuring satisfaction and fostering relationships.
- Maintained cash drawer, balancing daily transactions to uphold financial integrity.
- Trained new tellers on operational procedures and customer service best practices.
Supervisor
Shake and Wake
El Centro, CA
06.2020 - 08.2022
- Led daily operations to ensure efficient workflow and compliance with safety standards.
- Trained and mentored team members to enhance performance and maintain quality control.
- Implemented process improvements that streamlined production and reduced downtime.
- Coordinated inventory management to optimize stock levels and minimize waste.
Education
High School Diploma -
Calexico High School
Calexico06.2020
Skills
- Investment strategies
- Portfolio management
- Financial planning
- Loan processing
- Customer service
- Active listening
- Critical thinking
- Customer relations
- Problem resolution
- Relationship building
- Computer proficiency
- Complaint handling
- Microsoft outlook
- Call management
- Follow-up skills
Languages
Spanish
Native or Bilingual
English
Full Professional
Timeline
Associate Banker
Chase Bank
11.2025 - Current
Financial Services Representative
LPL Financial
04.2024 - 08.2025
Hostess
Kettner Exchange
03.2024 - 11.2025
Teller
Wells Fargo
01.2023 - 12.2023
Supervisor
Shake and Wake
06.2020 - 08.2022
High School Diploma -
Calexico High School