Jessica Sanchez
Walnut Creek,CA
Summary
Personable administrative professional dedicated to cultivating positive client, staff and management connections. Highly-developed communicator with outstanding skills in complex problem-solving and conflict resolution. Expertise in resource allocation and schedule management. Also a responsible and motivated student ready to apply education in the workplace. Offers excellent technical abilities with software and applications, ability to handle challenging work, and excellent time management skills. Graduating soon, with excellent research, human resource and organizational workplace skills.
Overview
18
18
years of professional experience
Work History
Senior Administrative Assistant
Wells Fargo Advisors, LLC
Walnut Creek, CA
04.2019 - Current
- Provided secretarial and office management support while building cooperative working relationships.
- Scheduled appointments, meetings and events for management staff.
- Responded effectively to sensitive inquiries or complaints.
- Composed correspondence, reports and meeting notes.
- Provided administrative support to the executive team, including scheduling meetings and managing calendars.
- Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
- Coordinated mailings including sorting mail, preparing packages for shipping via courier service or postal service.
- Entered data into spreadsheets using Microsoft Excel or other similar programs.
- Developed project plans for various tasks assigned by upper management.
Senior Business Relationship Banker
Wells Fargo Bank, N.A.
Pleasant Hill, CA
07.2009 - 04.2019
- Participated in training and mentoring of new associates, assisting with onboarding .
- Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
- Resolved problems or discrepancies concerning customers' accounts.
- Provided advice on financial services, such as investments and insurance, to existing customers.
- Researched and responded to customer inquiries regarding banking products and services.
- Established new accounts for corporate and retail customers in compliance with bank policies and procedures.
- Coordinated with other departments to ensure timely processing of customer transactions.
- Attended industry events to promote the bank's services and build relationships with potential partners and clients.
- Participated in weekly sales meetings to discuss progress towards goals, challenges faced.
- Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
- Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
Teller/Personal Banker Officer
Wells Fargo Bank, N.A.
Pleasant Hill, CA
08.2005 - 07.2009
- Trained new employees on proper teller procedures.
- Developed strong relationships with existing customers through friendly interactions.
- Built and maintained client relationships through quality, personalized interactions.
- Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
- Leveraged customer service and sales abilities to consistently meet performance goals.
- Balanced currency, coin, and checks in cash drawer at end of shift.
- Provided assistance to customers with transactions, such as deposits, withdrawals, check cashing, loan payments, and balance inquiries.
- Assisted with opening new accounts for customers.
- Resolved customer disputes in a professional manner.
- Cross-sold additional bank products based on customer needs.
- Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.
- Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
Education
Master of Science - Industrial And Organizational Psychology
Grand Canyon University
Phoenix, AZ12.2024
Bachelor of Arts - Psychology
California State University - East Bay
Concord, CA07.2020
Skills
- Advanced MS Office Suite Knowledge
- Senior Leadership Support
- Computer Proficiency
- Proofreading
- Mail Handling
- Multitasking and Prioritization
- Training and Development
- Organization and Efficiency
- Business Writing
- Scheduling and Calendar Management
- Spreadsheets
- Critical Thinking
- Human Resources Management (HRM)
- Performance Improvement
- Strong Problem Solver
- Psychological Assessment
- Verbal and Written Communication
- Behavior Observation
- Statistical Analysis
- Experimental Design
- Data Gathering
- Active Listening
- Valid Driver's License
- Presentations
- Administrative Support
- Office administration
- Social media knowledge
- Relationship building
- Conference planning
- Employee training and development
- Report analysis
- Customer and client relations
- Business administration
- Mail distribution
- Records management
- Human resource laws
- Statistical data gathering
Languages
Spanish
Professional
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Be more concerned with your character than your reputation, because your character is what you really are, while your reputation is merely what others think you are.
John R. Wooden
Timeline
Senior Administrative Assistant
Wells Fargo Advisors, LLC
04.2019 - Current
Senior Business Relationship Banker
Wells Fargo Bank, N.A.
07.2009 - 04.2019
Teller/Personal Banker Officer
Wells Fargo Bank, N.A.
08.2005 - 07.2009
Master of Science - Industrial And Organizational Psychology
Grand Canyon University
Bachelor of Arts - Psychology
California State University - East Bay
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