Edson Santiago
Aliso Viejo,CA
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Hardworking with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
9
9
years of professional experience
Work History
Personal Banker
Wells Fargo
Rancho Mission Viejo
01.2024 - Current
- Conducted account openings and closings for clients.
- Provided customer service to clients, including answering questions and resolving issues.
- Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
- Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
- Advised customers on various financial products available from the bank.
- Provided guidance on how best to utilize online banking tools for maximum benefit.
Head Cashier
Lowes Home Improvment
Rancho Santa Margarita, CA
09.2023 - Current
- Scheduled and supervised cashiers during shifts, ensuring proper coverage of registers.
- Ensured all cashiers were trained in store policies and procedures, as well as safety protocols.
- Performed opening and closing duties such as counting money, balancing tills, and reconciling discrepancies.
- Provided guidance on difficult transactions or inquiries from customers regarding products or services offered in the store.
- Handled returns, exchanges, and refunds in accordance with company policy while maintaining a high level of customer satisfaction.
Front Desk Agent
Best Western Hotel
Lake Forest, CA
04.2021 - 11.2021
- Answered telephones and greeted visitors to assist, answer questions and direct.
- Greeted incoming guests warmly, issued room keys and shared information on policies and amenities.
- Responded to inquiries and room requests made online, by phone and via email.
Lead Teller
Wells Fargo
Laguna Niguel
07.2019 - 01.2024
- Handled daily scheduling for team of ten employees, properly staffing all shifts.
- Provide customers friendly system approvals for other tellers on the team
- Engage customers in meaningful financial conversations that include understanding what’s important to them, and introduce them to bankers, when appropriate, to further assess their needs
- Serve as a role model for other tellers on the team in providing an excellent experience for customers
- Managed a team of tellers and ensured proper training on all banking policies and procedures.
Teller
Teller
Dana Point, CA
07.2018 - 07.2019
- Asking questions to get to know the customer to build relationships
- Working as a part of a team to help customers succeed financially
- Maintaining a cash drawer including taking in and giving out cash and balancing
- Follow all policies and procedures required to maintain accuracy, manage risk, prevent fraud, and protect customer
- Well-organized, independent and able to prioritize in a fast paced environment
Shift Leader
Yogurtland
Dana Point, CA
01.2016 - 06.2019
- Cash Handling (bank deposits, safe deposits, etc.) is accountable for all funds
- Scheduling of Associates effectively and efficiently
- Ensures all Associates adhere to all company standards, policies and procedures
- Coordinates and communicates assignments throughout shift
- • Ensures cleanliness, health, security and safety standards are maintained at all times
Education
High School Diploma -
Dana Hills High School
Dana Point, CA2015
Skills
- Client-focused
- Quick learner
- Bilingual in Spanish and English
- Over seven years of costumer service experience
- Staff management
- Excellent communication skills
- Banking Policies and Procedures
- Banking
- Cash Handling
- Branch operations
- Teller Support
Affiliations
Lindsey Huerta - (949)325-5890
Shaza Rabahieh -(949)374-2490
Franco Olmedo -(949)540-8819
Timeline
Personal Banker
Wells Fargo
01.2024 - Current
Head Cashier
Lowes Home Improvment
09.2023 - Current
Front Desk Agent
Best Western Hotel
04.2021 - 11.2021
Lead Teller
Wells Fargo
07.2019 - 01.2024
Teller
Teller
07.2018 - 07.2019
Shift Leader
Yogurtland
01.2016 - 06.2019
High School Diploma -
Dana Hills High School
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