Danny Calderon
Moreno Valley,CA
Summary
Experienced Small Business Banker with a successful track record in generating profitable arrangements for both the bank and clients, dedicated to providing exceptional service and financial solutions. Seeking an opportunity to further contribute to the success of Wells Fargo through effective client management and business development.
Overview
7
7
years of professional experience
Work History
Merchant Teller
Legacy Bank
Murrieta, CA
05.2022 - 02.2024
- Handles cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks
- Handles businesses relations up to $1 million
- Works with the Operations Department to write banking procedures
- Currently in the process of training to become a business banker
- Performs basic administrative tasks regarding banking products by handling phone calls, inquiries and emails.
- Balances bank's vault of daily cash for withdrawals and deposits.
- Keep teller window areas clean, organized and fully stocked.
- Greets and assist customers with professional knowledgeable support for diverse banking needs.
- Handles daily team scheduling and properly staffed shifts.
- Maintains confidentiality of bank records and client information.
- Orders checks, places stop payment orders and conducted additional special services for customers.
- Exceeds sales goals by promoting bank products and services in customer interactions.
- Performs transactional, operational, and customer support tasks through knowledge of bank procedures and products.
- Facilitating the origination process and managing re-looks with the corporate small business lending group.
- Managing a portfolio of business clients, including analyzing loan applications, reviewing financial histories, and addressing client concerns.
- Maintaining consistent communication with clients through outbound calls and devising or modifying loan schemes based on market requirements.
- Actively participating in network events to build new relationships.
- Acting as the primary contact for the financial institution's business customers, utilizing effective communication and sales skills when meeting with prospective business/corporate clients.
- Listening to clients' needs and goals, and proposing recommendations to help them achieve these goals.
- Building and nurturing relationships with both large corporations and small businesses, guiding clients through a myriad of financial services.
- Create own book of business, focused businesses around Riverside County.
- Managed multiple tasks simultaneously in a fast-paced environment.
Teller
Wells Fargo
Moreno Valley, CA
06.2021 - 05.2022
- Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
- Maintained confidentiality of bank records and client information.
- Directed specific questions to appropriate branch personnel.
- Trained employees on cash drawer operation.
- Examined checks for identification and endorsement.
- Verified amounts and integrity of every check or funds transfer.
- Balanced daily cash deposits and vault inventory with zero error rate.
- Managed customer referrals to help financial services team members capitalize on sales changes.
Retail Sales Associate
Home Depot
Moreno Valley, CA
06.2020 - 06.2021
- Greeted each customer and offered assistance in finding requested items, helping boost customer satisfaction and retention.
- Followed company policies, rules and procedures to promote company goals and maintain safety.
- Initiated friendly conversation with customers to determine level of assistance required.
- Handled price checks, merchandise transfers and fitting room returns to keep store orderly and efficient.
- Monitored sales floor to identify customers in need of assistance and merchandise in need of replenishment.
- Kept calm and applied strong problem-solving and interpersonal skills to resolve conflicts.
- Calculated pricing, applied discounts and collected payments to process transactions.
- Handled cash, cashier as needed
Supervisor
Castle Park Amusement Park
Riverside, CA
10.2016 - 04.2019
- Established and enforced clear goals to keep employees working collaboratively.
- worked with brinks and counted the vault daily
- Interviewed applicants, recommended individuals for hiring and evaluated staff performance.
- Resolved customer complaints and adjusted policies to meet changing needs.
- Tracked outgoing and incoming money of Castle Park and assisted in quality control management duties.
Education
High School Diploma -
Canyon Springs High School
Moreno Valley, CA06.2015
Some College (No Degree) - Business Administration And Management
Mt San Jacinto College
San Jacinto, CASkills
- Excellent Communication Skills
- Bilingual in Spanish and English
- Customer Service
- Problem Solving
Languages
Spanish
Full Professional
Reference
- Regina Lopez-Gamez: Wells Fargo Service Manager, contact number: (951) 534-2330
- Sean Popp: Legacy Bank Business Development Officer, contact number: (909) 633-4643
- Candice Rabe: Legacy Bank SVP, Chief Compliance Officer, contact number: (951) 529-9634
- Juan Antonio Duran: Legacy Bank Branch Manager, contact number: (615) 517-5551
- Kriscia Alvarez: Legacy Bank AVP / Customer Success Manager: (951) 210-9747
Timeline
Merchant Teller
Legacy Bank
05.2022 - 02.2024
Teller
Wells Fargo
06.2021 - 05.2022
Retail Sales Associate
Home Depot
06.2020 - 06.2021
Supervisor
Castle Park Amusement Park
10.2016 - 04.2019
High School Diploma -
Canyon Springs High School
Some College (No Degree) - Business Administration And Management
Mt San Jacinto College
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