Felix E. Guzman
Everett,WA
Summary
Experienced financial professional with a strong background in the banking and finance industry. Skilled in compliance, risk management, data management, and analysis using various forms and software. Seeking opportunities to foster interpersonal and professional relationships while developing expertise in financial analytics.
Overview
10
10
years of professional experience
Work History
Client Relationship Consultant 4
U.S. Bancorp
01.2024 - Current
- Branch Manager right hand
- Leading team bankers and following procedures to ensure the branch runs properly.
- Building strong partnership with wealth, business and mortgage specialists.
- Decision making
- Evaluated customer needs and feedback to drive product and service improvements.
- Evaluated staff performance and provided coaching to address inefficiencies.
- Supported creation of detailed, technical financial models to value potential acquisition targets.
- Created and managed project plans, timelines and budgets.
Client Relationship Consultant 3
U.S. Bancorp
01.2022 - 01.2024
- Excelled in relationship building with business clients
- Trained coworkers in the teller and banker roles by providing guidance and feedback when needed
- Worked in partnership with wealth, mortgage, and commercial specialists to assist customers
- Diversified and expanded customer base by educating local community
Quality Assurance Analyst Level 2
Wells Fargo Small Business
01.2020 - 09.2021
Personal Banker Bilingual
Wells Fargo
01.2018 - 01.2020
- Helping customers achieve financial goals by asking questions and finding services, products or strategies that match their needs including digital options
- Mastered notary public roll and built successful partnership with mortgage specialist during Covid-19 pandemic
- Manage risk by reviewing and following procedures including reviewing teller transactions, banker procedures such as wires and calling for assistance as needed
- Conducted weekly huddles with pre-planning with branch manager by brainstorming topics for skill practices, key priorities and led 2 to 3 huddles a week
- Ensure control tasks goals are met before the monthly deadline and participate in monthly random cash counts of teller lobby and platform team members
- Schedule platform team, as a backup scheduler, while considering customer traffic forecast in the absence of the branch manager
- Build and maintain relationships through CRV calls and follow-ups
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
Bilingual Bank Teller
Wells Fargo
01.2018 - 12.2018
- Provided warm welcome and personalized thank you to all customers reflecting a positive first contact in the bank
- Increased customer engagement at Teller Line while informing them of mobile banking features and benefits
- Maintained an organized cash drawer and constantly checked for limits to avoid loss exposure
Photo Electronics Clerk
Fred Meyer Inc.
01.2015 - 01.2017
- Responsible for electronics department closing procedures and coached newer team members ensuring closing procedures were followed
Education
Business Administration Certificate -
University Isabel
01.2022
English, Biology coursework
South Seattle College
West Seattle, WASkills
- Relationship Management
- Strong Risk Research
- Team Coordination
- Excellent Reporting Skills
- Proactive Consultation
- Microsoft Office Proficiency
- Partnership Network Expansion
- Feedback Delivery
- Team Leadership
- CloudCords
Community Service
- Interpreting for Spanish Speakers at Medical Settings
- Interpreting for Spanish Speakers during Educational Events (English / Spanish)
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Client Relationship Consultant 4
U.S. Bancorp
01.2024 - Current
Client Relationship Consultant 3
U.S. Bancorp
01.2022 - 01.2024
Quality Assurance Analyst Level 2
Wells Fargo Small Business
01.2020 - 09.2021
Personal Banker Bilingual
Wells Fargo
01.2018 - 01.2020
Bilingual Bank Teller
Wells Fargo
01.2018 - 12.2018
Photo Electronics Clerk
Fred Meyer Inc.
01.2015 - 01.2017
English, Biology coursework
South Seattle College
Business Administration Certificate -
University Isabel
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