Eduardo Guzman
Houston,TX
Summary
Experienced banking professional skilled in customer retention and team member development. Friendly professional committed to maintaining high customer service ratings and presenting professional image. Experienced in expertly handling high volume of banking transactions per day and interacting with customers. Hands-on experience in reviewing reports for variances and performing follow-up and backup work duties.
Overview
14
14
years of professional experience
Work History
Personal Banker
Wells Fargo
Houston, TX
03.2022 - 07.2024
- Provided customer service to clients, including answering questions and resolving issues.
- Conducted account openings and closings for clients.
- Greeted customers upon entering the bank and directed them to appropriate personnel or services.
- Assisted customers with deposits, withdrawals, transfers, loan payments, and other banking transactions.
- Researched customer inquiries and reported findings promptly.
- Responded promptly to customer emails, phone calls, and requests for information.
- Cross-sold banking products, such as credit cards, loans, and investments.
- Performed daily balancing of cash drawer and reconciled discrepancies when necessary.
- Developed relationships with customers by providing exceptional service to increase sales opportunities.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
- Analyzed financial documents provided by customers to determine their needs.
- Advised customers on various financial products available from the bank.
- Processed loan applications according to established guidelines.
- Reviewed existing accounts for accuracy of information and compliance with regulations.
- Participated in training sessions regarding new banking products or services.
Personal Banker
1st Convenience Bank
Houston, TX
06.2021 - 12.2021
- Provided excellent customer service while building customer relationships
- Assisted customers with personal and business accounts
- Processed loan applications
- Achieved quarterly sales goals
- Completed yearly compliance training.
Assistant Branch Manager
Wells Fargo Bank
Houston, TX
08.2015 - 06.2021
- Team member development in Customer Experience and Change For The Better implementation.
- Prepared team for Compliance Audit with an internal audit score of 94%.
- Assigned team member EKODS and tasks to be completed by the end of the month.
- Led weekly Team Huddles, setting expectations, energizing, and engaging team member feedback.
- I reviewed branch IER reports and customer experience scores with team members.
- Performed weekly team member observations and provided coaching as needed. Please remember the following points: - Developed team members in Customer Experience and implemented Change For The Better.
- Prepared the team for a Compliance Audit and achieved an internal audit score of 94%.
- Assisted the branch manager with quarterly team member reviews and strategy action plans for the quarter.
- Assigned team members, EKODS, and tasks to be completed by the end of the month.
- Led weekly Team Huddles to set expectations, energize, and engage team members, and collect feedback.
- Reviewed branch IER report and Customer experience scores with team members.
- Conducted weekly team member observations and provided coaching as needed. Please remember the following points: - Developed team members in Customer Experience and implemented Change For The Better.
- Prepared the team for a Compliance Audit and achieved an internal audit score of 94%.
- Assisted the branch manager with quarterly team member reviews and strategy action plans for the quarter.
- Assigned team members, EKODS, and tasks to be completed by the end of the month.
- Led weekly Team Huddles to set expectations, energize, and engage team members, and collect feedback.
- Reviewed branch IER report and Customer experience scores with team members.
- Conducted weekly team member observations and provided coaching as needed.
Personal Banker
Wells Fargo Bank
Houston, TX
08.2013 - 08.2015
- Provided excellent customer service while building customer relationships
- Oversaw Branch Manager duties in his/her absence
- Assisted customers with personal and business accounts
- Processed loan applications
- Achieved quarterly sales goals
- Completed yearly compliance training
- Assisted team members with coaching and development.
Service Manager
Wells Fargo Bank
Houston, TX
01.2013 - 08.2013
- Supervised a team of 5 tellers and 3 personal bankers
- Established operational objectives and work plans and delegated assignments to team members
- Completed quarterly teller performance reviews
- Compiled and drafted Compliance Retention Reports each quarter
- Exceeded quarterly sales goals
- Executed customer transactions, including deposits, withdrawals, money orders and checks.
Personal Banker
Wells Fargo Bank
Houston, TX
06.2011 - 01.2013
- Continued education on current banking products and services through quarterly training
- Exceeded quarterly sales goals
- Handled various accounting transactions
- Created member account profiles on SVP online banking program
- Executed wire transfers, stop payments and account transfers.
Teller
Wells Fargo Bank
Houston, TX
11.2010 - 06.2011
- Organized, stocked and maintained the teller window area
- Executed customer transactions, including deposits, withdrawals, money orders and checks
- Exceeded quarterly sales goals
- Opened accounts with a cross sale ratio of 90% products opened.
Education
High School Diploma -
M.B. Smiley High School
Houston, TX01.1998
Skills
- Positive Role Model
- Excellent coaching brand
- Excellent Customer Service
- Community Outreach Advocate
- Spanish speaking
- Self-sufficient
- Incoming/Outgoing Shipments
- Approachable
- Compliance, banking laws and regulations
- Store Vision Teller & Platform/Microsoft Word/Hogan
- Savvy relationship-builder
- 15-year Banking Experience
- Banking Policies and Procedures
- Attention to Detail
Languages
Spanish
Professional
Affiliations
- Proud Band parent that loves to volunteer , love traveling and playing music on my spare time.
Timeline
Personal Banker
Wells Fargo
03.2022 - 07.2024
Personal Banker
1st Convenience Bank
06.2021 - 12.2021
Assistant Branch Manager
Wells Fargo Bank
08.2015 - 06.2021
Personal Banker
Wells Fargo Bank
08.2013 - 08.2015
Service Manager
Wells Fargo Bank
01.2013 - 08.2013
Personal Banker
Wells Fargo Bank
06.2011 - 01.2013
Teller
Wells Fargo Bank
11.2010 - 06.2011
High School Diploma -
M.B. Smiley High School
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