Frankie Varela
Las Vegas,NV
Summary
Dedicated individual with over a decade of experience in customer service and sales. Well-organized with strong relationship-building, time management, and documentation skills. Detail-oriented during all interactions to maximize accuracy & efficiency. Communicated with partners and clients daily on development and delivery of proposals for clients' accounts. Ready to bring acquired skillset to a management role.
Overview
13
13
years of professional experience
1
1
Certificate
Work History
Relationship Banker
Wells Fargo
Las Vegas, NV
06.2022 - Current
- Advise customers on bank products, services and financial planning options.
- Educate customers on options for managing financial transactions by leveraging technology, tools and resources.
- Collaborate with business, mortgage, and wealth management partners to assist customers with specialized needs.
Manager on Duty
Chase Bank
Las Vegas, NV
11.2016 - 06.2022
- Handled escalated problems in absence of branch manager.
- Maintained professionalism in customer interactions, answered concerns and resolved problems with friendly and knowledgeable approach.
- Alleviated issues quickly by getting in touch with customers and explaining steps for successful resolution.
Relationship Banker
Chase Bank
Las Vegas, NV
05.2015 - 06.2022
- Identified which company offerings would best meet customer needs and provided additional details about pricing and regulatory disclosures
- Maintained customer data confidentiality while inputting information into system using Salesforce.
- Reduced bank losses by setting successful risk management policies.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
Personal Banker
Chase Bank
08.2012 - 05.2015
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
Sales and Service Associate
Chase Bank
Las Vegas, NV
02.2012 - 08.2012
- Supported sales representatives to empower achievement of sales and professional goals.
- Educated customers on product and service offerings.
Bank Teller
Chase Bank
Las Vegas, NV
06.2010 - 02.2012
- Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
- Adhered to financial services security and audit procedures.
Skills
- Salesforce Proficiency
- Customer Relationship Management
- Regulatory Compliance
- Excellent communication skills
- Strong sense of banking ethics
- Exceptional customer service
- Reliable
- Friendly
- Strong work ethic
- Staff training
- Problem resolution
- Financial product expertise
- Branch operations
- Verbal and written communication
- Sales
Certification
- FINRA Series 6 Securities License
- FINRA Series 63 Securities License
- Nevada Life and Health Insurance Licenses
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Timeline
Relationship Banker
Wells Fargo
06.2022 - Current
Manager on Duty
Chase Bank
11.2016 - 06.2022
Relationship Banker
Chase Bank
05.2015 - 06.2022
Personal Banker
Chase Bank
08.2012 - 05.2015
Sales and Service Associate
Chase Bank
02.2012 - 08.2012
Bank Teller
Chase Bank
06.2010 - 02.2012
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