Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Karla Tapia

Spring Valley,CA

Summary

Professional banker skilled in customer relationship management, financial advising, and transaction processing. Proven track record in delivering client-focused solutions and meeting business objectives. Known for strong teamwork, adaptability, and communication skills. Adept at leveraging financial tools and resources to drive results and ensure client satisfaction.

Overview

20
20
years of professional experience

Work History

Associate Personal Banker

Wells Fargo
10.2023 - Current
  • Assisted customers with opening and closing accounts, completing loan applications, and digital solutions to help customers succeed financially.
  • Cultivated strong customer relationships, providing tailored financial solutions to meet individual client needs.
  • Engaging with customers both in person and through other channels like phone or online.
  • Building great rapport with people and being strong team player who takes pride in performing well and enjoys helping others.
  • Explained account terms and conditions to customers.
  • Provide appropriate options for bank products and services to customer
  • Refer customers' financial needs to other bankers and partners as needed

Bank Teller

Wells Fargo Bank
07.2016 - 10.2023
  • Providing exceptional customer service by connecting and personalize customers interactions, working with Wells Fargo’s most important asset, our customers.
  • Processing account transactions effectively, helping resolve customer concerns in a timely fashion, following proper procedures to minimize errors and reduce fraud, and sharing the benefit our customers may receive when meeting with a banker, when appropriate.
  • Building great rapport with people and being strong team player who takes pride in performing well and enjoys helping others.

Teller

Sun Community Federal Credit Union
03.2014 - 05.2014
  • Balanced daily cash deposits and bank vault inventory with a zero error rate.
  • Processed cash withdrawals.
  • Examined checks for identification and endorsement.
  • Entered member transaction data into the online banking software.
  • Maintained confidentiality of bank records and client information.
  • Delivered prompt, accurate and excellent customer service.

Assistant Manager

Checkmate
08.2005 - 03.2014
  • Balanced daily cash deposits and bank vault inventory with a zero error rate.
  • Processed cash withdrawals.
  • Entered member transaction data into the online software.
  • Maintained confidentiality of records and client information.
  • Opened new customer accounts.
  • Processed sales referrals and promoted services and products, resulting branch sales increase.
  • Researched and resolved customer issues on personal accounts.
  • Loaded consumer loan applications into the Q-fund loan processing program.
  • Supplied tellers with coin and currency as needed.
  • Trained employees on cash drawer operation.

Education

Nursing Assistant -

International Health Group
San Diego, CA
01.2016

General Education Diploma - undefined

Imperial Valley College
Imperial, CA
01.2013

BBA - Liberal Studies

Imperial Valley College
Imperial, CA
01.2003

Skills

  • BANKING
  • Extensive banking and financial services background
  • Cash handling accuracy and practiced knowledge of bank security systems
  • COMMUNICATION
  • Fluent in English and Spanish
  • Patient, confident, and committed to serve customer and work place
  • LEADERSHIP
  • Experience training new personnel
  • Strong sense of banking ethics
  • Relationship building

Languages

Spanish
Native or Bilingual

Timeline

Associate Personal Banker

Wells Fargo
10.2023 - Current

Bank Teller

Wells Fargo Bank
07.2016 - 10.2023

Teller

Sun Community Federal Credit Union
03.2014 - 05.2014

Assistant Manager

Checkmate
08.2005 - 03.2014

General Education Diploma - undefined

Imperial Valley College

BBA - Liberal Studies

Imperial Valley College

Nursing Assistant -

International Health Group

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