Kathy Barraza
Work Preference
Job Search Status:
Work Type
Dedicated and results-driven banking professional with more than 20 years of experience in personal banking, customer service, and relationship management. Proven ability to build strong client relationships by providing personalized financial solutions and exceptional service.
Skilled in processing transactions, handling account transfers, resolving customer concerns, and identifying opportunities to recommend banking products that meet customers' financial goals.
Recognized for strong knowledge of banking regulations, compliance requirements, and operational procedures. A flexible and dependable team player with excellent communication, organizational, and problem-solving skills. Committed to helping customers achieve financial success while contributing to the overall growth and success of the organization.
Seeking to leverage extensive banking experience and customer-focus 1 expertise in a Personal Banker role.
Education
Basics Education
Skills
Work History
- Exceeded company objectives to boost client satisfaction and loyalty as a Personal Banker at Wells Fargo Bank from Aug 2010 to Jan 2024
- Effectively built and maintained client bases, ensuring up-to-date plans and continuous recruitment of new clients
- Successfully explained various types of loans and credit options to customers, enhancing their understanding of the services
- Stayed updated with new financial services and products to better cater to customers' needs
- Efficiently handled all customer transactions, ensuring prompt service
- Spearheaded client retention by analyzing financial needs, leading to a 20% growth in loyal customer base.