JOE GONGORA
Summary
Accomplished Personal Banker with 10+ years in the banking industry, specializing in building and nurturing relationships with both new and established members. Proven track record of delivering exceptional customer service, driving sales growth and collaborating with teams to meet organizational goals. Eager to transition into the Assistant Manager role bringing a strong ability to lead by example, mentor colleagues and contribute to operational success.
Overview
12
12
years of professional experience
Work History
Banker/ Business Banker / Assistant Manager
ARIZONA CENTRAL CREDIT UNION
01.2022 - 08.2025
- Oversaw daily branch operations, ensuring exceptional member service and compliance with credit union policies and regulations.
- Managed and executed complex banking transactions, including trusts, estates, and high-value member accounts.
- Trained and developed employees; facilitated weekly training sessions on topics such as compliance, communication, and member engagement.
- Reviewed and approved transactions to minimize risk, prevent losses, and maintain operational accuracy.
- Fostered a collaborative and service-oriented team culture, driving efficiency and member satisfaction. Serve as business expert at the branch level. Develop and maintain professional relationships with members and potential members, educating members about credit union products and services so they are well-informed to make the best financial decision. Customer experience is always top of mind, to go the extra mile I proactively ask for feedback including compliments and complaints to address members concerns and implement solutions that enhance their experience.
- Trained and coached employees on sales and service skills, helping them identify member needs, cross-sell products, and build lasting relationships.
Personal Banker / Business Banker
WELLS FARGO
01.2014 - 01.2021
- Ensuring growth and success by building strong relationships with new and existing clients. Consistently building the Wells Fargo brand and trust with customers by resolving issues and uncovering solutions. Proactively asking questions to understand customer needs Partnering with other departments to ensure our clients needs are exceeded. Maintain rewarding relationships with customers and team members.
Skills
- Communication
- Relationship Building
- Creative thinking
- Understanding verbal and non verbal ques
Languages
Spanish
Native or Bilingual
Timeline
Banker/ Business Banker / Assistant Manager
ARIZONA CENTRAL CREDIT UNION
01.2022 - 08.2025
Personal Banker / Business Banker
WELLS FARGO
01.2014 - 01.2021
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