Grace Granera
Miami,FL
Summary
Accomplished banking professional bringing 10+ years of progressive experience. Well-versed in solving routine and complex banking financial problems. Driven to bring value through extended knowledge of financial products, services and branch operations.
Overview
10
10
years of professional experience
Work History
Personal Banker
Wells Fargo Bank, N.A.
Miami, FL
11.2017 - 07.2024
- Assisted clients with setting up or closing accounts, completing loan applications, and signing up for new services.
- Assisted clients with complex financial transactions and needs.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Followed up with clients to gather feedback and provide additional assistance.
- Helped management with the training of new personal bankers into platform.
- Helped management in providing mentoring and feedback to tellers.
- Helped management with staff scheduling.
Customer Service & Sales Representative
Wells Fargo Bank, N.A.
Miami, FL
02.2016 - 11.2017
- Assisted clients with setting up or closing accounts, completing loan applications, and signing up for new services.
- Assisted clients with complex financial transactions and needs.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Followed up with clients to gather feedback and provide additional assistance.
- Helped teller line during peak hours.
- ATM Custodian.
- Wells At Work Program Advocate.
Bank Teller
Wells Fargo Bank, N.A.
Miami, FL
04.2014 - 02.2016
- Managed high-volume transactions while maintaining attention to detail, ensuring seamless customer service experience.
- Processed customer transactions promptly, minimizing wait times.
- Learned about customer's financial needs, established trust, and optimized sales opportunities by introducing clients to appropriate banking partners.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Monitored and reported suspicious activity in line with bank security policies.
- Trained new tellers on banking policies and procedures.
Education
Associate of Arts - Business Administration
Miami Dade College
Miami, FLSkills
- Banking
- Financial Advising
- Financial product knowledge
- Relationship building and management
- Banking Policies and Procedures
- Regulatory Compliance
- Cash Handling
- Fraud prevention
- Banking operations knowledge
Languages
Spanish
Native or Bilingual
Timeline
Personal Banker
Wells Fargo Bank, N.A.
11.2017 - 07.2024
Customer Service & Sales Representative
Wells Fargo Bank, N.A.
02.2016 - 11.2017
Bank Teller
Wells Fargo Bank, N.A.
04.2014 - 02.2016
Associate of Arts - Business Administration
Miami Dade College