Dora A Gutierrez
Moreno Valley,CA
Summary
Organized financial professional aiming to fulfill Personal Banker role within dynamic team. Driven to bring value through extended knowledge of financial products, services and branch operations. Welcoming New Accounts Representative excited to transition to reputable company. Skilled at marketing bank products, handling account maintenance and evaluating new customer information. Hardworking and organized with exceptional time management abilities.
Overview
17
17
years of professional experience
Work History
Personal Banker
Wells Fargo Bank, N.A.
Hemet, CA
04.2017 - Current
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Promoted financial products by maintaining excellent service offering knowledge.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Expanded client base by promoting new financial products.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Achieved consistent recognition as top sales performer.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
Store Manager
Metro PCS
Moreno Valley, CA
01.2012 - 01.2017
- Proven ability to learn quickly and adapt to new situations.
- Skilled at working independently and collaboratively in a team environment.
- Excellent communication skills, both verbal and written.
- Proved successful working within tight deadlines and a fast-paced environment.
- Self-motivated, with a strong sense of personal responsibility.
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Identified issues, analyzed information and provided solutions to problems.
- Managed time efficiently in order to complete all tasks within deadlines.
Shift Leader
Carls JR
Hemet, CA
01.2007 - 01.2012
- Prepared shift summary reports for supervisor and communicated regularly on goals and progress.
- Managed shift operations, supplied resources and monitored team performance to keep business profitable and running smoothly.
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
- Enforced company policies and regulations with employees.
- Developed and updated tracking spreadsheets for process monitoring and reporting.
- Developed and implemented new processes and procedures to streamline operations.
Education
High School Diploma -
San Jacinto High School
San Jacinto, CA05.
Skills
- Money Transfers
- Personal Advising
- Safe Deposit Box Oversight
- Growth Portfolios
- Customer Service
- Opportunity Identification
- Financial Product Knowledge
- Issue Resolution
- Financial Optimization
- Verbal and Written Communication
Languages
Spanish
Timeline
Personal Banker
Wells Fargo Bank, N.A.
04.2017 - Current
Store Manager
Metro PCS
01.2012 - 01.2017
Shift Leader
Carls JR
01.2007 - 01.2012
High School Diploma -
San Jacinto High School