Diandra Mendoza
Union City,NJ
Summary
Accomplished Branch Operations Manager with a proven track record at Wells Fargo, enhancing productivity and customer satisfaction through effective training and process improvements. Skilled in bookkeeping and customer relations, demonstrating exceptional communication skills and a knack for problem-solving. Streamlined operations have significantly boosted efficiency, showcasing a results-driven approach and a commitment to excellence.
Overview
18
18
years of professional experience
Work History
Personal Banker
Valley Bank
Union City, NJ
12.2024 - Current
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Supported managers in implementing operational improvements that increased efficiency across the branch network.
- Followed up with customers to gather feedback and provide additional assistance.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
Branch Operations Manager
Wells Fargo
Guttenberg, Nj
09.2023 - 08.2024
- Managed daily branch operations for optimal productivity and customer satisfaction.
- Trained employees on proper procedures and strategies to improve productivity.
- Improved branch efficiency by streamlining operations and implementing new processes.
- Set up and supervised cash shipments.
- Developed strong relationships with clients, resulting in increased loyalty and repeat business.
- Supervised a team of employees, fostering a positive work environment and emphasizing professional growth.
- Developed strategic plans for day-to-day financial operations.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Teller
Wells Fargo & Company
Guttenberg, NJ
09.2015 - 09.2023
- Maintained a teller drawer to perform bank transactions.
- Organized, stocked and maintained the teller window area.
- Rapidly and efficiently prepared customer and ATM cash and change orders.
- Executed customer transactions, including deposits, withdrawals, money orders and checks.
- Maintained friendly and professional customer interactions.
- Handled various accounting transactions.
- Coordinated daily cash reconciliation at a high-volume location.
- Processed quarterly Vault and ATM audits with a zero error rate.
- Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
- Processed exchange and foreign currency.
- Provided a high level of customer service through a friendly approach, strong professionalism and timely assistance with customer transactions.
Bookeeper
Food Basics
1425 kennedy blvd north bergen nj
01.2014 - 07.2015
- Processed accounts payable for 92 employees.
- Entered financial data into the company accounting database to be verified and reconciled.
- Generated invoices upon receipt of billing information and tracked collection progress.
- Entered financial information and payments to guarantee that employees were paid accurately and on time.
- Communicated with customers to identify and resolve outstanding payments.
- Streamlined bookkeeping procedures to increase efficiency and productivity.
- Analyzed monthly balance sheet accounts for corporate reporting.
- Answered an average of 30 calls per day by addressing customer inquiries, solving problems and providing new product information.
- Greeted customers entering the store to ascertain what each customer wanted or needed.
- Politely assisted customers in person and via telephone.
- Investigated and resolved customer inquiries and complaints in a timely and empathetic manner.
Bookkeeper, Customer Service
Food Basics
289 bergen blvd fairview
02.2008 - 11.2014
- Analyzed monthly balance sheet accounts for corporate reporting.
- Oversaw daily office operations for staff of 92 employees.
- Prepared and distributed payroll for staff of 92 direct reports.
- Oversaw inventory and office supply purchases.
- Processed accounts payable for 92 employees.
- Reconciled company bank, credit card and line of credit accounts.
- Communicated with customers to identify and resolve outstanding payments.
- Addressed and resolved customer product complaints empathetically and professionally.
Cashier, Front end Customer Service
Food Basis
North Bergen
10.2006 - 02.2008
- Politely assisted customers in person and via telephone.
- Provided an elevated customer experience to generate a loyal clientèle.
- Answered product questions with up-to-date knowledge of sales and store promotions.
- Assisted customers with food selection, inquiries and order customization requests.
- Investigated and resolved customer inquiries and complaints in a timely and empathetic manner.
- Served as the main liaison between customers, management and sales team.
- Recommended alternative items if product was out of stock.
Education
High School Diploma -
Guayaquil, Ecuador
Ecuador1997
Skills
- Bookkeeping
- Budget development
- Financial reporting
- Customer relations
- Data trending knowledge
- Invoice and payment transaction
- Effective time management
- MS Office expert
- Trusted key holder
- Creative problem solver
- Exceptional communication skills
- MS Windows proficient
- Quick learner
- Strong client relations
- Training development aptitude
- Proficient in cash management
- Credit card processing
- Multi-line phone talent
Languages
Spanish
Native or Bilingual
Timeline
Personal Banker
Valley Bank
12.2024 - Current
Branch Operations Manager
Wells Fargo
09.2023 - 08.2024
Teller
Wells Fargo & Company
09.2015 - 09.2023
Bookeeper
Food Basics
01.2014 - 07.2015
Bookkeeper, Customer Service
Food Basics
02.2008 - 11.2014
Cashier, Front end Customer Service
Food Basis
10.2006 - 02.2008
High School Diploma -
Guayaquil, Ecuador