Francisco Estrada
Monterey,CA
Summary
Client-focused professional with over 3 years of experience as a Relationship Banker, now pursuing a career as a Radiologic Technician. Skilled in delivering exceptional service, managing sensitive information, and maintaining professionalism under pressure. Known for strong attention to detail, clear communication, and the ability to put individuals at ease—qualities essential in both patient care and imaging environments. Passionate about helping others and currently pursuing a career transition into healthcare to make a meaningful impact on individuals’ well-being. Equipped with a solid foundation in customer care, confidentiality, and cross-functional teamwork, ready to bring dedication and compassion to a clinical or administrative healthcare setting.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Relationship Banker
Wells Fargo
10.2022 - Current
- Cultivated strong customer relationships by providing tailored advice and services.
- Analyzed customers' financial information to deliver personalized account guidance.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Conducted regular financial reviews with clients to assess their needs, address concerns, and develop personalized financial plans to help them achieve their goals
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Bank Teller
Wells Fargo
08.2021 - 10.2022
- Operated cash registers to process customer transactions accurately and efficiently
- Provided exceptional customer service by addressing inquiries and resolving issues in a timely manner
- Collaborated with team members to ensure smooth operations during peak business hours
Front End Assistant
Costco
11.2020 - 08.2021
Education
Cabrillo College
Aptos, CAHigh School Diploma -
Pajaro Valley High School
Skills
- Strong Interpersonal and Communication Skills
- Multitasking with Attention to Detail
- Team Collaboration
Certification
- Current AHA BLS certification
- Series 6TO
- Series 63
- SIE Exam
- CA Life Insurance License
- CA Notary Public
Languages
English
Full Professional
Spanish
Full Professional
Timeline
Relationship Banker
Wells Fargo
10.2022 - Current
Bank Teller
Wells Fargo
08.2021 - 10.2022
Front End Assistant
Costco
11.2020 - 08.2021
Cabrillo College
High School Diploma -
Pajaro Valley High School
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