Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

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
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
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
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
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
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
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
Ecuador
1997

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

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Diandra Mendoza