Efficient professional with 17.5+ years of experience in the banking industry to seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management, and problem-solving skills.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Associate Personal Banker
Wells Fargo Bank, N.A.
11.2018 - Current
Determine customers' financial needs and prepare proposals to show benefit of services that address those needs.
Established and maintained relationships with individuals or business customers or provide assistance with problems these customers may encounter.
Prepared loan applications
Monitored customer accounts to detect and investigate irregularities or suspicious activity.
Maintained customer records and updated account information.
Assist customers with inquiries and complaints
Lead Teller
Wells Fargo Bank, N.A.
05.2006 - 11.2018
Lead a team of tellers to ensure customer service standards are met and exceeded
Managed daily bank operations by processing customer transactions and providing exceptional customer service.
Provide guidance, training, and support to tellers
Recognized and prevented fraudulent activities and suspicious transactions.
Monitor daily transactions for accuracy and compliance with bank policies and bank procedures.
Vice President/Business Support Manager/Account Manager/Account Associate at Wells Fargo Bank, N.A. (acquired by Computershare Trust Company, N.A. Nov.2021)Vice President/Business Support Manager/Account Manager/Account Associate at Wells Fargo Bank, N.A. (acquired by Computershare Trust Company, N.A. Nov.2021)