Emilio Garcia
Orlando,United States
Summary
Results-driven banker with 3+ years of experience in problem-solving, client relationship management, and customer service. Currently a Personal Banker at Wells Fargo, connecting clients to partners and providing customized financial solutions. Demonstrated leadership and management skills in previous roles, including executive escalations at Costco, overseeing operations, and ensuring efficient customer service. Strong communicator with a proven track record of adaptability and achieving results. Seeking to leverage experience and skills to advance into a Relationship Banker position and contribute to a financial institution's success
Overview
5
5
years of professional experience
1
1
Certification
Work History
Personal Banker
Wells Fargo
01.2024 - Current
- Utilized strong interpersonal communication skills during client interactions, increasing 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.
- Connected clients to our partners by assessing their needs.
Logistics Executive Escalations
Costco
10.2020 - 12.2023
- Demonstrated leadership and management skills by overseeing logistics operations, ensuring efficient escalations handling, and maintaining a high level of customer service
- Collaborated with cross-functional teams to solve complex logistics issues and streamline processes
- Utilized project management skills to coordinate logistics activities and meet deadlines
- Showcased adaptability in handling various logistics challenges
Logistics Seasonal Supervisor
Costco
10.2020 - 12.2023
- Led team during high-demand seasonal periods, ensuring smooth logistics operations
- Implemented effective project management techniques to meet performance targets and coordinate tasks
- Demonstrated adaptability in handling seasonal workload fluctuations
Subject Matter Expert
Costco
10.2020 - 12.2023
- Gained in-depth knowledge of logistics processes and became a key resource within the department
- Assisted in training and mentoring team members, showcasing leadership abilities
- Utilized strong communication skills to facilitate knowledge transfer
Logistics Service Clerk
Costco
10.2020 - 03.2021
- Acquired foundational knowledge in logistics processes, including order handling and customer service
- Demonstrated meticulous attention to detail in clerical duties
- Collaborated with team members to ensure efficient logistics operations
Assistant Manager-Trainee
Cricket Elite Wireless
01.2020 - 10.2020
- Demonstrated adaptability in performing inventory management and marketing tasks
- Showcased strong written and verbal communication skills in daily operations
- Develop and implement training programs for new employees to enhance their understanding of inventory management and marketing strategies
Education
BSBA - Finance
University of Central Florida
Orlando, FL09.2026
Associate of Arts - Business
Valencia College
Winter Park, FL12.2020
Skills
- Relationship Building
- Branch operations
- Customer Satisfaction
- Client Relationship Management
- Positive Attitude
- Fraud prevention
- Sales expertise
- Banking Policies and Procedures
- Self Motivation
- Loans
- Financial Services
- Financial advisement
Certification
- Technical Certificate in Business Specialist
- Technical Certificate in Operations Support and Services
References
- Heber Paulin, Former Senior VP, (904) 610-8499
- Katherine Ortiz, Staff Manager, knortiz@costco.com, (386) 917-9525
- Lewis, Manager, (407) 818-6415
Languages
Spanish
Native or Bilingual
English
Full Professional
Timeline
Personal Banker
Wells Fargo
01.2024 - Current
Logistics Service Clerk
Costco
10.2020 - 03.2021
Logistics Seasonal Supervisor
Costco
10.2020 - 12.2023
Subject Matter Expert
Costco
10.2020 - 12.2023
Logistics Executive Escalations
Costco
10.2020 - 12.2023
Assistant Manager-Trainee
Cricket Elite Wireless
01.2020 - 10.2020
BSBA - Finance
University of Central Florida
Associate of Arts - Business
Valencia College
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