Friendly and dependable banking professional with strong communication and customer service skills. I enjoy helping people find the right financial solution and building lasting relationships with clients. Experienced in handling daily banking transactions, solving customers concerns,and working as part of a team to provide exceptional service.
Work History
Premier Banker
2 Years 4 Months
Wells Fargo Bank, N.A. | 11.2023 - 03.2026
Created strong client relationships to enhance client satisfaction and loyalty.
Reviewed financial needs to provide tailored banking solutions for clients.
Worked in my teams engagement committee to help with birthdays and anniversaries.
Customer service phone banker.
Handled customer inquiries and resolved issues over the phone to enhance client satisfaction.
Keyed client contact information into systems carefully observing corporate confidentiality procedures.
Contacted clients to ensure clients' issues were resolved.
Provided clients with additional information regarding account services.
Matched clients with their banking products and services that aligned with their financial needs, helping strengthen Client retention.
Explained account terms and conditions to customers about their existing Premier checking/savings.
Handled sensitive client accounts with significant balances while maintaining professionalism and empathy.
Delivered high-quality client experiences while meeting NPS scores.
Given access to more CIV systems to be be able to document client complaints when needed to ensure first call resolution.
Was able to provide high value transactions such as CD closures for high dollar amounts.
Safe guarded client accounts by detecting potential fraud and following security protocols.
Everyday Banking Plus
9 Years
Wells Fargo Bank, N.A. | 11.2014 - 11.2023
Recognized with promotion to Everyday Banking Plus based on consistency meeting and exceeding key proformance metrics and NPS targets.
Expanded responsibilities to include servicing clients with higher account balances and more complex account management needs.
Everyday Banking Representative
11 Years 9 Months
Wells Fargo Bank, N.A. | 11.2014 - Current
Learned the basic Skills to be a phone banker.
Learned the basic skills for how to navigate our virtual library and other applications such as CIV.
Provided clients with information about their existing checking and saving.
Mentored and trained new and experienced bankers to enhance performance and achieve metrics.
Cashier
10 Months
Squeaky Clean Carwash | 01.2014 - 11.2014
Processed client transactions efficiently using point-of-sale systems.
Managed cash register operations, ensuring accuracy in cash handling and reconciliation.
Provided exceptional customer service by addressing inquiries and resolving issues promptly.
Assisted in training new staff on operational procedure..
Education
High School Diploma
The Learning Institute | Phoenix, AZ | 05.2014
Skills
Banking regulations
Regulatory compliance
Client relationship management
Relationship building
Customer education
Risk mitigation
Customer service
Team collaboration
Follow-up skills
11 years+ of experience
Accomplishments
100% QA scores for 2025 and many other years as well.
Met all needed requirements for 2025 to get yearly promotion.