Heather Mazza
Spring Hill,FL
Summary
Accomplished banking professional with a proven track record at Wells Fargo & Company, exceeding sales goals by leveraging exceptional customer service and sales expertise. Experience and skill set across multiple positions within branch banking. Demonstrated ability in relationship building and cash management, ensuring high client satisfaction and loyalty. Excelled in complex problem-solving and teamwork, significantly enhancing branch productivity and customer experience.
Overview
17
17
years of professional experience
Work History
Full-Time Parent
Self
10.2016 - Current
- Volunteer with Girl Scouts. Managed inventory, sales booths, and cash flow for cookie sales.
- Volunteer with schools. Assists with office tasks, grading, and organization of curriculum. Works directly with students in after school club helping with project selection and management.
Licensed Personal Banker II, Officer
Wells Fargo & Company
11.2013 - 10.2016
- Consistently exceeded quarterly sales goals in all metrics, with a significant focus on lending and referrals to Wells Fargo Advisors while maintaining exceptional levels of client satisfaction ratings.
- Facilitated the resolution of complex client issues in coordination with other departments, ensuring timely responses and satisfactory outcomes.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
Personal Banker
Wells Fargo & Company
09.2010 - 10.2012
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Leveraged advanced knowledge of banking products/services to deliver custom presentations that effectively addressed unique client needs.
- Fostered strong client relationships through regular follow-ups, securing loyalty and repeat business.
Customer Sales and Service Representative
Wachovia Bank (Wells Fargo)
01.2010 - 09.2010
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
Teller
Wachovia Bank (Wells Fargo)
02.2008 - 12.2009
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
Skills
- Cash handling and management
- Exceptional customer service
- Relationship building and management
- Sales expertise
- Teamwork and collaboration
- Problem-solving
Timeline
Full-Time Parent
Self
10.2016 - Current
Licensed Personal Banker II, Officer
Wells Fargo & Company
11.2013 - 10.2016
Personal Banker
Wells Fargo & Company
09.2010 - 10.2012
Customer Sales and Service Representative
Wachovia Bank (Wells Fargo)
01.2010 - 09.2010
Teller
Wachovia Bank (Wells Fargo)
02.2008 - 12.2009
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