Janet Medina
Bear,DE
Summary
Highly motivated professional with 9+ years of successful work experience in customer service. Driven to help clients make responsible and financially beneficial decisions. Knowledgeable of branch operations and financial products to best support company and customers. Seeking a position that offers professional challenges utilizing interpersonal skills and growth
Overview
17
17
years of professional experience
Work History
Personal Banker Associate Analyst
Wells Fargo-Newark Branch
06.2022 - Current
- Improved customer satisfaction by providing personalized experience using discover needs tool with exceptional service.
- Generated new cliental by conducting thorough financial reviews and offering tailored products to clients.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Maintained compliance with bank policies and regulations while meeting operational objectives.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
Personal Banker Associate
Wells Fargo-Prices Corner Branch
09.2018 - 05.2022
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
- Assisted with taking over Control Online Task from Branch Manager
- Control Tasks-Assigning monthly tasks-Understanding/coaching of tasks-Check for completion
- Coached and trained tellers on understanding how to disposition next best conversation to customers.
- Imperative update knowledge of security updates
Personal Banker
Wells Fargo-Goshen Branch
08.2017 - 09.2018
- Leveraged advanced knowledge of banking products/services to deliver custom presentations that effectively addressed unique client needs.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Onboarding of new employee
Customer Service Sales Representative-CSSR
Wells Fargo-Goshen Branch
11.2016 - 08.2017
- Developed comprehensive knowledge of product offerings to better assist customers with informed recommendations.
- Built rapport with customers through empathetic listening and understanding their unique needs or preferences.
- Handling of cash box with all responsibilities including deposits, withdrawals, balancing draw and having minimal cash differences
- Risk manager-low limits in cash box, excellent audits banker/teller, disclosures verbal/paper, and adhering to procedure accurately and consistently.
Teller
PNC
06.2014 - 10.2016
- Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
- 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.
- Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
- Conducted regular self-assessments of performance to identify areas for growth or improvement within the role of a Teller.
Data Entry
De’souza and Associates
08.2011 - 06.2014
- Inputting charges, Knowledge of Medical procedures and diagnosis, Knowledge of Intergy, Knowledge of Connectwise, Contacting offices, Keeping files of each company and information, Patient confidentiality
Shift Manager
Wendy's
06.2007 - 08.2011
- Managed and trained employees, Excellent customer service skills, Safety and sanitation training, Open and closed registers, Knowledge of every position
Education
High School Diploma -
Kennett High School
Kennett Square, PA06.2009
Skills
- Ability to work well under stress and pressure
- Accuracy and attention to detail
- Excellent written and verbal communication skills
- Fast learner and thirst for knowledge
- Loss Mitigation
- Relationship Building
- Branch operations
- Spanish Fluency
References
- Theresa L. Hughes, Trust Admin, Pinion, Newark, DE, (302) 409-2586
- Marisela Rodriguez, Insurance rep, Hartford, (302) 332-6533
- Katie, Manager, Wendy's, Kennett Square, PA, (610) 444-0882
Additional Information
- NMLS: since 2016
- Public Notary
- All audits passed including once a month with compliance officer since 2016
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Personal Banker Associate Analyst
Wells Fargo-Newark Branch
06.2022 - Current
Personal Banker Associate
Wells Fargo-Prices Corner Branch
09.2018 - 05.2022
Personal Banker
Wells Fargo-Goshen Branch
08.2017 - 09.2018
Customer Service Sales Representative-CSSR
Wells Fargo-Goshen Branch
11.2016 - 08.2017
Teller
PNC
06.2014 - 10.2016
Data Entry
De’souza and Associates
08.2011 - 06.2014
Shift Manager
Wendy's
06.2007 - 08.2011
High School Diploma -
Kennett High School