GONZALO AGUILAR JR.
LOS ANGELES
Summary
Developed leadership and operational management skills in a high-paced banking environment, looking to transition into a new field. Proven ability to oversee financial operations and enhance team performance, ensuring organizational success. Committed to leveraging transferable skills to drive results and support team growth in a new career path.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Branch Manager (SAFE)
Wells Fargo Bank
08.2023 - 08.2024
- - Led branch operations with a strong commitment to customer satisfaction.
- Enhanced the customer experience by resolving high-stakes issues swiftly and effectively.
- Drove team growth through proactive mentoring and support.
- Increased digital tool adoption through strategic promotion initiatives.
- Leveraged over 15 years of banking experience to significantly improve branch performance and customer satisfaction.
- Formulated and implemented strategic plans that aggressively targeted branch growth and profitability.
- Ensured strict adherence to SAFE registration standards.
- Empowered team members to elevate customer engagement and service quality.
- Championed coaching efforts for diverse customer segments, including affluent individuals, high net worth clients, and small businesses.
- Effectively monitored branch performance against key performance indicators, taking decisive corrective actions to consistently meet or exceed objectives.
Associate Branch Manager (SAFE)
Wells Fargo Bank
01.2022 - 07.2023
- - Coached and developed a high-performing team to implement business strategies, achieve results, and drive growth.
- Addressed and mitigated risks to enhance both customer and employee satisfaction, supporting overall business expansion.
- Identified opportunities to simplify banking for customers by educating them on available digital options, increasing adoption and convenience.
- Evaluated and developed staff to enhance team capabilities.
- Increased revenue generation by identifying growth opportunities and launching targeted marketing campaigns.
- Championed diversity in the workplace by promoting inclusive hiring practices and fostering cultural sensitivity among team members.
Service Manager
Wells Fargo Bank
01.2016 - 01.2022
- Managed team performance, ensuring operational success and regulatory compliance
- Led data-driven strategies, improving operational efficiency and customer metrics
- Resolved customer complaints in a professional and timely manner.
- Met with customers to discuss service needs and offer available solutions.
- Hired, trained, and supervised a team of service staff members to meet business goals.
- Analyzed service reports to identify areas of improvement.
- Developed and maintained positive relationships with customers to build rapport and trust.
- Conducted regular performance evaluations for staff members, offering constructive feedback and facilitating professional development opportunities.
Lead Teller
Wells Fargo Bank
03.2012 - 12.2016
- Provided exceptional customer service, resulting in increased loyalty among existing clients and referrals of new business opportunities from satisfied customers.
- Assisted in training new tellers to ensure consistently excellent service across the team.
- Supported branch management in conducting audits, and demonstrating attention to detail while verifying transactional records for accuracy.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Prevented losses by identifying suspicious activities and escalating concerns according to bank policies and procedures.
- Devised teller schedules for seamless operations
- Authorized high-value transactions, ensuring protocol compliance
- Managed cash inventory, ensuring accurate balancing of the vault and individual teller drawers daily.
- Maintained compliance with federal regulations and bank policies, mitigating risk exposure for the institution.
Teller
Wells Fargo Bank
10.2009 - 03.2012
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
- Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
- Educated customers on the use of banking websites and mobile apps.
Education
Diploma -
John C. Fremont High School
09.2007
Skills
- Strategic Planning
- Revenue Growth
- Compliance Management
- Customer Relations
- Conflict Resolution
- Staff Development
- Risk Management
- Financial Management
- Decision Making
- Policy Development
- Team Leadership
- Operational Efficiency
- Branch operations management
- Customer service
- Customer relationships
- Excellent time management skills
- Attention to detail
- Excellent work ethic
- Coaching and mentoring
- Decision-making
- Cash handling
- Team player
- Interviewing and hiring
- Conflict resolution
- Approachable
- Performance reviews
Certification
- Teller Training Certificate
- BankWorks JVS So Cal
- Aug2009
LANGUAGES
Spanish (Highly proficient)
Timeline
Branch Manager (SAFE)
Wells Fargo Bank
08.2023 - 08.2024
Associate Branch Manager (SAFE)
Wells Fargo Bank
01.2022 - 07.2023
Service Manager
Wells Fargo Bank
01.2016 - 01.2022
Lead Teller
Wells Fargo Bank
03.2012 - 12.2016
Teller
Wells Fargo Bank
10.2009 - 03.2012
Diploma -
John C. Fremont High School
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