I am seeking a position that will allow me to demonstrate my abilities and skills, learn new skills, and be an asset to my employer and grow within the company.
Overview
9
9
years of professional experience
Work History
Personal Banker
Wells Fargo Bank, N.A.
03.2013 - 09.2021
Worked closely with management to strategize sales techniques to increase branch production and customer service.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Cross-sold bank products and services to meet customer needs and provide options.
Promoted financial products by maintaining excellent service offering knowledge.
Followed up with customers to gather feedback and provide additional assistance.
Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
Financial Services Representative
Educational Employees Credit Union
10.2020 - 05.2021
Responded to inquiries from clients and provided financial advice to drive fiscal growth.
Maintained updated records of all financial transactions to support traceability.
Advised clients on favorable investment opportunities to meet established financial goals.
Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Vice President/Business Support Manager/Account Manager/Account Associate at Wells Fargo Bank, N.A. (acquired by Computershare Trust Company, N.A. Nov.2021)Vice President/Business Support Manager/Account Manager/Account Associate at Wells Fargo Bank, N.A. (acquired by Computershare Trust Company, N.A. Nov.2021)