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
Kirkland, WA
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
Bellevue, WA
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
Lahaina, HI
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
Lahaina, HI
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
Lahaina, HI
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
Lahaina, HI
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, HI06.2014
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