DIANA MORALES
Salem,OR
Summary
Dynamic professional with extensive experience at Wells Fargo, excelling in financial transactions and client relationship management. Recognized for enhancing customer satisfaction and promoting banking products, while effectively analyzing market trends. Bilingual in Spanish, I foster team collaboration and consistently deliver high-quality service, driving positive outcomes in fast-paced environments.
Professional banker equipped for delivering exceptional customer service and financial solutions. Proven ability to navigate complex financial inquiries, maintaining high standards and achieving results. Strong focus on team collaboration and adaptability, ensuring reliable support and responsive service. Skilled in problem-solving, communication, and building client relationships.
Proactive and upbeat Phone Banker with proven sales and customer relations skills. Approaches every problem analytically and with relationship-driven focus. Consistent in exceeding sales and service expectations.
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
16
16
years of professional experience
Work History
Premier Phone Banker
Wells Fargo
11.2017 - 12.2024
- Delivered exceptional service through accurate processing of financial transactions and timely resolution of issues.
- Played an integral role in the launch of new banking products, actively promoting them to existing clients and generating substantial interest from potential customers.
- Enhanced customer satisfaction by addressing inquiries efficiently and providing personalized financial advice.
- Maximized return on investment for clients by analyzing market trends and recommending suitable investment opportunities accordingly.
- Efficiently managed fluctuating call volumes during peak times, ensuring that all clients received prompt attention and resolution to their queries.
- Received numerous accolades from supervisors for consistent high-quality performance, dedication to client satisfaction, and commitment to professional growth.
- Reduced client dissatisfaction rates by implementing proactive solutions to address common concerns before they escalated into major issues.
Lead Front Desk Receptionist
Oregon Garden Resort
04.2016 - 11.2017
- Trained new receptionists in company policies, software usage, and standard operating procedures to ensure consistency in service quality.
- Provided ongoing mentoring and coaching to junior team members, enabling their skill sets to grow and contribute positively towards successful departmental outcomes.
- Contributed to successful event planning initiatives by working closely alongside management teams; provided seamless logistics support from pre-event stage through completion.
- Maintained accurate records of guest information, reservations, billing details, and special requests to ensure smooth communication between departments.
Customer Service Supervisor
JCP
04.2009 - 01.2015
- Promoted a positive work environment through open communication channels, fostering team collaboration and high morale.
- Collaborated with other departments to address recurring customer concerns, improving overall service quality.
- Handled cash,credit cards and checks interacted with all customers with friendly greet if customer would have any issues would resolve to the best of my ability. Always ready to assist.
- Clear all dressing rooms and prep department store for the next day.
- Made sure my team was on board and ready to tackle the day.
Education
High School Diploma -
Phoenix High School
Norco, CA06-2005
Skills
- Financial transactions
- Banking products
- Financial advice
- Market analysis
- Call handling
- Customer service
- Client relationship management
- Team collaboration
- Risk assessment
- Bilingual Spanish
Timeline
Premier Phone Banker
Wells Fargo
11.2017 - 12.2024
Lead Front Desk Receptionist
Oregon Garden Resort
04.2016 - 11.2017
Customer Service Supervisor
JCP
04.2009 - 01.2015
High School Diploma -
Phoenix High School
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