Katherine I. Estrella
Thornton,CO
Summary
Driven professional with a proven track record at Wells Fargo, enhancing customer experience through effective coaching techniques and strategic decision-making. Excelled in customer engagement and risk management, significantly contributing to branch objectives. Demonstrated exceptional organization skills and a commitment to excellence, fostering strong client relationships and promoting team collaboration.
Overview
7
7
years of professional experience
Work History
Associate Personal Banker (SAFE)
Wells Fargo
Thornton, CO
02.2024 - Current
- Provided guidance on retail products and digital solutions to boost customer engagement.
- Cultivated relationships with partners to fulfill or provide appropriate referrals for clients.
- Established robust relationships with clients to enhance service of financial needs.
- Resolved problems or discrepancies concerning customers' accounts.
- Collaborated with team members to meet branch targets and objectives.
- Followed operational standards, promoting security, risk management and compliance.
- Built and maintained client relationships through quality, personalized interactions.
Teller
Wells Fargo
Thornton, CO
12.2021 - 07.2023
- Teller (Approver)
- Guided customers to appropriate representatives based on identified needs.
- Identified opportunities to refer customers to other areas of the bank for additional services.
- Resolved customer complaints quickly and efficiently in order to maintain positive relationships with clients.
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
Cashier
Carl's Jr
Thornton, CO
03.2018 - 03.2019
- Handled client inquiries efficiently.
- Exhibited excellent communication skills to convey ideas clearly and efficiently.
- Delivered high level of customer service to patrons using active listening and engagement skills.
- Provided support and guidance to colleagues to maintain a collaborative work environment.
Education
Graduated -
Thornton High School
Thornton, CO01-2020
Skills
- Customer Engagement
- Efficient Work Style
- Teller Assistance
- Risk Management
- Organization Skills
- Strategic Decision Making
- Effective Coaching Techniques
- Customer Service
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Career Objective
Branch Operations Manager
Timeline
Associate Personal Banker (SAFE)
Wells Fargo
02.2024 - Current
Teller
Wells Fargo
12.2021 - 07.2023
Cashier
Carl's Jr
03.2018 - 03.2019
Graduated -
Thornton High School
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