Summary
Overview
Work History
Education
Skills
Timeline
Generic

Elena Wagner

Kirkland

Summary

Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records.

Overview

10
10
years of professional experience

Work History

Associate Banker

JPMorgan Chase
02.2024 - Current
  • Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
  • Strengthened client relationships through consistent communication and personalized attention to individual needs.
  • Balanced teller drawers and ATM cash.
  • Resolved complex client issues by coordinating with relevant departments, ensuring timely resolution and customer satisfaction.

Senior Financial Services Representative

Global Credit Union
04.2023 - 08.2023
  • Balanced teller drawers and ATM cash.
  • Implemented effective strategies to retain high-value clients and maintain a profitable portfolio.
  • Conducted thorough risk assessments to ensure the protection of client assets and minimize potential losses.
  • Consistently met or exceeded sales targets, contributing significantly to the team''s overall success.
  • Established profitability goals, recognizing wealth management needs and generating new business opportunities.

Personal Banker

American Savings Bank
11.2022 - 03.2023
  • Balanced teller drawers and ATM cash.
  • 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.

Bank Teller III

American Savings Bank
08.2021 - 11.2022
  • Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
  • Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Established trust with clients by maintaining confidentiality and protecting sensitive financial information.

Sales Associate

Na Hoku
09.2019 - 08.2021
  • Organize display cases to maintain store visual appeal, engage customers, and promote specific merchandise.
  • Handle cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
  • Build relationships with customers to encourage repeat business.
  • Manage returns, exchanges and refunds in accordance with store policy.

Senior Team Lead

Regal Entertainment Group
09.2014 - 09.2019
  • Set up and calibrate machinery to meet specific production requirements.
  • Monitor operating machinery to assess progress, adjust settings, and maintain production speeds.
  • Demonstrate knowledge of company mission and goals and mentored employees in reaching objectives aligned with company core values.
  • Document counts and sort finished work to promote easy access for shipping or additional processing.

Education

High School Diploma -

Lahainaluna High School
Lahaina, HI
06.2014

Skills

  • Sales proficiency
  • Cash Handling Proficiency
  • 90 WPM Typing Speed
  • Team Player and Team Leader

Timeline

Associate Banker

JPMorgan Chase
02.2024 - Current

Senior Financial Services Representative

Global Credit Union
04.2023 - 08.2023

Personal Banker

American Savings Bank
11.2022 - 03.2023

Bank Teller III

American Savings Bank
08.2021 - 11.2022

Sales Associate

Na Hoku
09.2019 - 08.2021

Senior Team Lead

Regal Entertainment Group
09.2014 - 09.2019

High School Diploma -

Lahainaluna High School

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Elena Wagner