Josiah Bueno
Emmaus,PA
Summary
Results-driven individual with experience in branch operations and customer service. Strong background in educating clients on banking products, processing transactions, and supporting sales initiatives. Aiming to leverage expertise to improve client engagement and branch efficiency.
Overview
5
5
years of professional experience
Work History
Associate Personal Banker
Wells Fargo
Allentown, PA
03.2024 - Current
- Assisted customers with account inquiries and transactions, ensuring exceptional service quality.
- Educated clients on banking products and services, enhancing financial literacy and product adoption.
- Processed loan applications and credit requests, maintaining compliance with internal policies.
- Collaborated with team members to streamline branch operations and improve customer experience.
- Supported branch sales initiatives through proactive outreach and relationship building with clients.
Marketing Director
Ion Solar
San Antonio, TX
03.2022 - 05.2023
- Developed and executed comprehensive marketing strategies to enhance brand visibility.
- Led cross-functional teams in launching new solar products, ensuring alignment with company objectives.
- Analyzed market trends to inform strategic decision-making and optimize campaign effectiveness.
- Managed digital marketing initiatives, including SEO, PPC, and social media campaigns for increased engagement.
- Developed comprehensive marketing plans in alignment with overall business goals and objectives.
Tax Office Associate
Toro Taxes
Philadelphia, PA
01.2021 - 05.2021
- Processed client tax documents accurately and efficiently.
- Maintained organized filing systems for client records and documentation.
- Assisted in preparing financial reports, ensuring compliance with regulations.
- Coordinated communication between clients and tax professionals to streamline workflows.
Education
High School Diploma -
Agora Cyber Charter
Allentown, PASkills
- Relationship building
- Branch operations
- Customer service
- Sales expertise
- Sales strategy
- Business development
Languages
Spanish
Native or Bilingual
Timeline
Associate Personal Banker
Wells Fargo
03.2024 - Current
Marketing Director
Ion Solar
03.2022 - 05.2023
Tax Office Associate
Toro Taxes
01.2021 - 05.2021
High School Diploma -
Agora Cyber Charter