Jose Eduardo Ceja
Napa,CA
Summary
Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers and team members to build trust. Adept at understanding customer needs to recommend appropriate banking products.
Overview
7
7
years of professional experience
Work History
Operations Manager
Wells Fargo
Napa, CA
07.2023 - 10.2023
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Developed systems and procedures to improve operational quality and team efficiency.
- Led onboarding and training of new hires to fulfill business requirements.
- Analyzed and reported on key performance metrics to senior management.
- Developed and implemented strategies to maximize customer satisfaction.
- Trained new employees on proper protocols and customer service standards.
Associate Personal Banker
Wells Fargo
Yountville, CA
03.2018 - 06.2023
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Promoted financial products by maintaining excellent service offering knowledge.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Approached prospective clients through cold calling and emails to meet sales targets.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
Teller
Wells Fargo
Yountville
08.2016 - 03.2018
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
- Educated customers on use of banking website and mobile apps.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Counted, verified and handled bank deposits and armored car transactions.
- Established rapport with new clients to increase satisfaction and loyalty.
- Calculated fees due, interest and change for customer transactions.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
Education
AA - Kinesiology
Napa Valley College
Napa, CAAssociate of Science -
Napa High School
Napa, CASkills
- Financial Advisement
- Exercise Strategies
- Cash Vault Auditing
- Loss Mitigation
- Deposit Verification
- Client Relationship Management
- Customer Satisfaction
- Branch Operations
- Cash Handling
- Financial Optimization
- Sales Expertise
- Business Development
- Teller Auditing
- Technical Training
- Financial Services
- Credit Card Applications
- Interpersonal Skills
- Partnership Management
- Teller Transactions
- ID Verification
- Partnering and Relationships
- Providing Feedback
Languages
Spanish
Native or Bilingual
Italian
Limited Working
Timeline
Operations Manager
Wells Fargo
07.2023 - 10.2023
Associate Personal Banker
Wells Fargo
03.2018 - 06.2023
Teller
Wells Fargo
08.2016 - 03.2018
AA - Kinesiology
Napa Valley College
Associate of Science -
Napa High School