Elisabeth Morales
Hollywood
Summary
Banking professional with nearly 10 years of experience at Wells Fargo. Strong background in branch operations, compliance, customer service, and leadership. Skilled in cash handling, risk management, and mentoring staff to achieve business objectives. Recognized for ensuring operational excellence while consistently providing outstanding client experiences. Certified Notary Public with expertise in accurately preparing and verifying financial/legal documentation.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Branch Operations Coordinator
Wells Fargo Bank, N.A.
07.2024 - Current
- Enhanced customer experience by approving teller transactions and promoting digital banking solutions.
- Reduced operational risks by overseeing branch activities in line with Wells Fargo policies.
- Coached employees on performance standards while addressing service goals effectively.
- Resolved escalated customer concerns and managed teller line issues efficiently.
- Conducted staff scheduling, audits, and compliance checks to uphold operational integrity.
- Maintained strict compliance with retail controls and risk management practices.
- Prepared and notarized essential documents using Notary Public certification for clients.
Lead Teller
Wells Fargo Bank, N.A.
01.2018 - 07.2024
- - Supervised teller team in daily operations, ensuring accuracy in cash handling and customer service.
- - Trained and coached new hires on policies, procedures, and best practices.
- - Managed ATM balancing, vault operations, and branch cash levels.
- - Supported achievement of branch sales and service goals through referrals and customer education.
- - Assisted management in audit preparation and compliance reviews.
Teller
Wells Fargo Bank, N.A.
11.2015 - 01.2018
- - Accurately processed high-volume customer transactions while maintaining compliance standards.
- - Delivered professional, attentive service to strengthen customer relationships.
- - Promoted Wells Fargo products and educated clients on digital banking tools.
- - Consistently met or exceeded performance and service benchmarks.
Skills
- Branch Operations & Compliance
- Audit Preparation & Risk Management
- Cash Handling & Loss Prevention
- Customer Relationship Management
- Staff Training & Leadership
- Problem Resolution & Escalations
- Digital Banking & Cross-Selling
- Notary Services & Documentation Verification
Accomplishments
Golden spoke award 2019
Certification
ATM Servicer
Languages
Spanish
Native or Bilingual
Timeline
Branch Operations Coordinator
Wells Fargo Bank, N.A.
07.2024 - Current
Lead Teller
Wells Fargo Bank, N.A.
01.2018 - 07.2024
Teller
Wells Fargo Bank, N.A.
11.2015 - 01.2018
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