Dylan Cabral
Hawthorne
Summary
Banking professional prepared to excel in client-focused environment. Background in delivering personalized financial advice and contributing to significant customer retention. Known for reliable collaboration and adaptability to changing needs. Skilled in financial analysis and customer engagement.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Relationship Banker
Wells Fargo Bank N.A.
02.2023 - Current
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Adapted products and services to suit customers' changing financial circumstances.
- Pioneered digital banking tutorial for clients, facilitating shift towards digital platforms.
- Provided customers with additional information regarding account services.
- Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
Personal Banker
Citibank
04.2022 - 02.2023
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
- Responded to customer inquiries regarding new accounts and account services.
- Verified customer identity and reviewed documentation for accuracy.
- Presented new and additional products and services to existing customers.
- Processed customer payments and account setup charges.
Commercial Teller
Wells Fargo Bank N.A.
12.2017 - 04.2022
- Specialized in merchant transactions which are of higher volume and complexity than consumer transactions
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
- Received regional branch recognition awards
- Executed customer transactions, including deposits, withdrawals, ordered checks, maintenance accounts, and created money orders/checks
- Processed vault and ATM audits
- Provided high-level customer service through friendly approach, strong professionalism, and timely assistance with customer transactions
- Promoted products and services to each customer depending on their individual needs
- Checked amount details and fraud markers for transaction papers such as checks and money orders
- Identified opportunities and referred customers to bankers to assist them
- Rapidly and efficiently prepared ATM cash
- Assisted customers and remained poised and professional even in high-stress situations and when dealing with irate individuals
- Processed coin order exchange for merchants
- Processed foreign currency transactions
- Recorded customer complaints
- Adjusted to an environment of constant change when needed
- Built rapport with customers to find their needs and help them succeed financially
- Assisted tellers in any questions they may have and walked them through transactions that they may not be familiar with
- Responsible for teller scheduling
Manager
McDonald's Restaurants Corp.
04.2011 - 02.2018
- Trained and mentored new employees to maximize team performance
- Managed schedules, accepted time off requests, and found coverage for short shifts when needed
- Adhered to company standards and compliance requirements for operations and cleanliness of all areas
- Tracked receipts, employee hours and inventory movements
- Kept employees operating productively and working on task to meet business and customer needs
- Excelled in every store position and regularly backed up front-line staff to keep expertise fresh and relevant
- Cooperated with coworkers to improve customer experience and manage storefront
- Utilized interpersonal communication skills to enhance customer experience and add value to each interaction
- Consistently exhibited calm demeanor during periods of high volume or unusual events to keep store operating smoothly and set positive example for team
- Exercised composure under pressure and in escalated customer service scenarios
- Regularly checked building to confirm maintenance and cleaning met code and regulations
- Handled complaints and followed up with unsatisfied customers in order to continue earning their business
Education
High School Diploma -
Hawthorne Math And Science Academy
Hawthorne06.2010
Skills
- Active listener
- Patient
- Fair and unbiased
- Exceptional customer service
- Excellent time management skills
- Poised under pressure
- Strategic planning
- Leadership skills
- Quick learner
- Positive
- Team management
- Customer Service-oriented
- Hardware troubleshooting
Accomplishments
- Google, Google Professional IT Certificate
- Wells Fargo, Two semi-annual recognition awards
- Wells Fargo, One annual recognition award
- McDonald's, OTP Certification 1 and 2
- McDonald's, Employee of the month
Certification
Google IT Certification
Languages
Spanish
Native or Bilingual
Timeline
Relationship Banker
Wells Fargo Bank N.A.
02.2023 - Current
Personal Banker
Citibank
04.2022 - 02.2023
Commercial Teller
Wells Fargo Bank N.A.
12.2017 - 04.2022
Manager
McDonald's Restaurants Corp.
04.2011 - 02.2018
Google IT Certification
High School Diploma -
Hawthorne Math And Science Academy
Similar Profiles
Troy ClementTroy Clement
Vice President/Business Support Manager/Account Manager/Account Associate at Wells Fargo Bank, N.A. (acquired by Computershare Trust Company, N.A. Nov.2021)Vice President/Business Support Manager/Account Manager/Account Associate at Wells Fargo Bank, N.A. (acquired by Computershare Trust Company, N.A. Nov.2021)
Dolly TranDolly Tran
Lead Control Management Officer, Vice President at Wells Fargo Bank, N.A.Lead Control Management Officer, Vice President at Wells Fargo Bank, N.A.
Edwin FigueroaEdwin Figueroa
Vice-President at Wells Fargo Bank, N.A.Vice-President at Wells Fargo Bank, N.A.