Edgar Sierras
Tustin,CA
Summary
Dynamic professional with a proven track record at Wells Fargo Bank, N.A., and the United States Marine Corps, excelling in relationship building and team leadership. Skilled in branch operations and assessing risks, I've fostered lasting client relationships and maintained high standards of discipline, significantly enhancing team efficiency and customer satisfaction.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Personal Banker
Wells Fargo Bank, N.A.
03.2014 - 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.
Infantrymen
United States Marine Corps
11.2008 - 11.2012
- Communicated effectively with superiors and subordinates alike, facilitating smooth execution of orders during high-stress situations.
- Developed skills by providing guidance on marksmanship, physical fitness, and tactical maneuvers.
- Maintained strict discipline within the ranks enforcing adherence to military standards and regulations.
- Performed as fire team leader during situational training exercises and infantry dismounted battle drills.
Skills
- Relationship building
- Team leadership
- Branch operations
- Assessing risks
- Customer service
Accomplishments
- Responsible for handling customer account inquiries, accurately providing information to ensure resolution of product/service complaints and customer satisfaction.
- Led a team of 4 Marines during Combat Operations in Afghanistan Region.
Certification
- Anti-Money Laundering Specialist (CAMS) - Association of Certified Anti-Money Laundering Specialists.
- Compliance and Risk Management Certification (CRM) - American Bankers Association.
- Mountain Warfare Tab - Northern Warfare Training Center or equivalent mountain warfare school from allied nations.
- United States Marine Corps Infantry Course Completion Certificate – USMC Infantry Course.
Languages
Spanish
Native or Bilingual
Awards
Purple Heart
Combat Action
Navy E
Marine Corps Good Conduct
National Defense Service
Afghanistan Campaign (x2)
Global War on Terrorism Expeditionary
Global War on Terrorism Service
Sea Service Deployment (x2)
NATO ISAF
Timeline
Personal Banker
Wells Fargo Bank, N.A.
03.2014 - Current
Infantrymen
United States Marine Corps
11.2008 - 11.2012
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