Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Gerardo Ramos

Spring,TX

Summary

Professional experience in the realms of patient/client customer service. Strong expertise in dental technology, adept at fabricating and educating digital dental techniques. Very knowledgeable at leveraging new tools and methods to solve problems and enhance productivity. Hands on experience in emerging technologies and a passion for continuous improvement. Solid foundation in reviewing analytic data and identifying risk to support clients with growth opportunities and collaborating and adapting to changing demands.

Overview

11
11
years of professional experience

Work History

Dental Technician/CAD/CAM Designer

NOVO Dental Lab
06.2020 - Current
  • Fabricated custom dental appliances using advanced CAD/CAM technology to ensure precision and quality.
  • Collaborated with dentists to interpret prescriptions, enhancing patient satisfaction through tailored solutions.
  • Maintained detailed records of fabrication processes and material usage to optimize inventory management.
  • Continuously updated knowledge on new materials and techniques through professional development courses, ensuring provision of cutting-edge services to clients.
  • Participated in team meetings to discuss case challenges, share knowledge, and collaborate on best practices for improved laboratory efficiency.
  • Collaborated with dental offices in order to show hands on training of intraoral scanning for crown and bridge, night guards, immediate dentures, full dentures, and AOX cases.
  • Assisted in developing digital strategies to help reduce patient chair time and increase income

Small Business Banker/Retail Personal Banker

Wells Fargo
05.2018 - 09.2021
  • Cultivated relationships with small business clients to understand financial needs and deliver tailored banking solutions.
  • Evaluated loan applications, ensuring compliance with underwriting guidelines and risk management policies.
  • Collaborated with cross-functional teams to streamline account opening processes, reducing turnaround times for clients.
  • Analyzed market trends to identify new business opportunities for clients, contributing to their growth strategies.
  • Managed a diverse portfolio of affluent and local small business clients, ensuring their unique financial needs were met efficiently and effectively.
  • Generated new business leads through networking events, referrals from satisfied customers, and proactive outreach efforts.
  • Partnered with Wells Fargo Advisors on developing strategies for clients to identify investment opportunities for growth and improvement and to plan for the future.
  • Provided exceptional customer service by resolving complex issues quickly, earning multiple commendations from satisfied clients.
  • Met with management to go over monthly sales data to create a plan for monthly sales projections

Sales and Service Specialist

BBVA Compas
06.2017 - 03.2018
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
  • Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
  • Responded to customer inquiries regarding new accounts and account services.

Retail Banker II

Woodforest National Bank
12.2014 - 06.2017
  • Performed account maintenance by closing out accounts and changing customer addresses.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Educated customers on online banking and mobile banking applications.
  • Improved teller accuracy by conducting regular audits and emphasizing the importance of attention to detail.
  • Streamlined account opening processes for improved efficiency and a better client experience.
  • Provided ongoing support for online banking platforms as necessary, guiding customers through setup processes or troubleshooting issues to ensure seamless digital transactions.
  • Managed cash drawer accurately, ensuring all transactions balanced at end of day.
  • Reduced processing errors by meticulously following transaction procedures.

Education

High School -

Dekaney High School
Houston, TX
05.2011

Business

Lonestar College
Houston, TX

Skills

  • CAD and CAM proficiency
  • Dental prosthesis fabrication
  • Financial statement analysis
  • Portfolio management
  • Banking operations
  • Customer service
  • Teamwork

Languages

Spanish
Native or Bilingual

Timeline

Dental Technician/CAD/CAM Designer

NOVO Dental Lab
06.2020 - Current

Small Business Banker/Retail Personal Banker

Wells Fargo
05.2018 - 09.2021

Sales and Service Specialist

BBVA Compas
06.2017 - 03.2018

Retail Banker II

Woodforest National Bank
12.2014 - 06.2017

Business

Lonestar College

High School -

Dekaney High School

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Gerardo Ramos