Edgar Pascual Fabian
Costa Mesa ,CA
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
11
11
years of professional experience
Work History
Wire Specialist
Nano Banc
02.2022 - 04.2024
- Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting.
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
- Developed strong relationships with internal stakeholders such as Relationship Managers, Compliance Officers, and Operations teams to ensure smooth transaction processing.
- .
Premier Relationship Banker
Wells Fargo Advisors
06.2021 - 01.2022
- Obtained California Life agent insurance license-4147913.
- Passed the Securities Industry essentials (SIE).
- Obtained series 7 licensed.
Branch Team Lead
NuVision Federal Credit Union
01.2019 - 02.2021
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring/termination processes, coaching employees on company protocol and payroll operations.
- Assisted members with setting up or closing accounts, submitting loan applications and signing up for new services.
- Oversaw business transactions and practices to comply with regulations, bank policies, procedures and internal audit requirements.
Service Manager
Wells Fargo
08.2015 - 01.2019
- Trained and developed new team members in products, selling techniques and company procedures.
- Created and implemented an action plan to address and meet sales goals for the month and quarter.
- Raised performance in areas of sales, management and operations by identifying and targeting areas in need of improvement.
- Established and optimized schedules to keep coverage and service in line with forecasted demands.
Personal Banker
Wells Fargo Bank, N.A.
08.2013 - 01.2015
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
Education
Associates Degree - Associates of Arts
Orange Coast College
Costa Mesa, CA06.2009
Skills
- Operations management
- Staff Training
- Analytical and Critical Thinking
- Discrepancy Resolution
- Sales Support
- Inventory Control Processes
Timeline
Wire Specialist
Nano Banc
02.2022 - 04.2024
Premier Relationship Banker
Wells Fargo Advisors
06.2021 - 01.2022
Branch Team Lead
NuVision Federal Credit Union
01.2019 - 02.2021
Service Manager
Wells Fargo
08.2015 - 01.2019
Personal Banker
Wells Fargo Bank, N.A.
08.2013 - 01.2015
Associates Degree - Associates of Arts
Orange Coast College
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