Johanán Hernandez
Rock Hill,USA
Summary
Detail-oriented and organized professional with 21 years of experience in customer service, management, and providing strategic advice to clients for financial success, aiming to advance my career within banking sector. Expert in general and advanced accounting and finance concepts with strong critical thinking and problem-solving abilities. Bilingual leader delivering exceptional customer experiences through effective communication and quick decision-making skills.Works effectively in diverse teams, as well as independently, in fast paced environments. Expert in sustaining exceptional accuracy and efficiency while achieving strategic profit objectives and ensuring bank compliance standards.
Overview
12
12
years of professional experience
Work History
Senior Premier Banker
Wells Fargo Bank
Fort Mill, SC
12.2023 - Current
- Fostered strong client connections, leading to increased trust and loyalty.
Suggested financial products, focusing on investments and mortgages tailored to client needs and goals. Partnered with businesses to enhance comprehensive financial service options. - Develop and manage a strong book of business to propel sustainable growth.
- Promoted advantages of digital tools to clients, streamlining daily banking activities.
- Facilitate team huddles and one-on-one sessions to establish partnership agreements for identifying cues and clues to effectively segment clients to appropriate bankers.
- Proficient in bank policies and procedures, risk management frameworks, and loss prevention measures.
Branch Manager/Service Manager (SAFE)
Wells Fargo Bank
Charlotte, NC
02.2019 - 12.2023
- Supervised branch's daily activities, prioritizing customer satisfaction and maximizing sales and marketing performance.
- Led branch operations, ensuring compliance with regulatory standards and company policies.
- Coached team to improved performance standards, facilitating several promotions among employees.
- Developed strategic goals, maintaining budget adherence for expenses, losses, sales volume, and profit.
- Resolving complex customer situations by supplying clients with essential information, resources, and advice.
CSSR/Personal Banker 1
Wells Fargo
06.2013 - 02.2019
- Served as business advocate, ensuring alignment with Wells Fargo's goals.
- Established enduring relationships with clients via top-tier customer service assistance.
- Promoted various banking products and services through effective cross-selling strategies to clients.
- Ensured that customers' concerns were handled effectively and efficiently to maintain a positive customer relationship.
- Ensure all policies and procedures are followed by utilizing my resources.
Education
SIE, S-6, S-65, S-63, life insurance, Notary - Investment Advice And Manage Portfolios
Finra
12-2023
Skills
- Management experience
- Bilingual and effective communication
- Understanding of teller and banker procedures
- Utilization of Wells Fargo's tools and resources
- Adaptability
- Client relationship management
- Efficiency in growth strategies
- Financial product expertise
- Cross-selling techniques
- Team leadership
- Private banking
- Customer service skills
- Relationship building
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
References
References available upon request.
Timeline
Senior Premier Banker
Wells Fargo Bank
12.2023 - Current
Branch Manager/Service Manager (SAFE)
Wells Fargo Bank
02.2019 - 12.2023
CSSR/Personal Banker 1
Wells Fargo
06.2013 - 02.2019
SIE, S-6, S-65, S-63, life insurance, Notary - Investment Advice And Manage Portfolios
Finra