Katia Deza
Pineville,NC
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding and training in company compliance policies and procedures. Motivated to learn, grow and excel.
Overview
30
30
years of professional experience
Work History
Branch Operations Assistant Manager
Wells Fargo
Pineville, NC
07.2015 - Current
- Developed and managed employee schedules, balancing individual requests and requirements with business needs.
- Conducted weekly staff meetings to motivate staff members, address concerns and questions, plan improvements, and evaluate progress toward goals.
- Coached and developed branch staff by offering constructive feedback and customized training opportunities.
- Supervised and evaluated staff, enabling them to improve skills, achieve daily objectives and attain advancement.
- Consulted with representatives of regulatory agencies to complete accurate filings and uphold strict compliance.
- Protected company assets with strategic risk management approaches.
Personal Banker 1
Wells Fargo
Charlotte, NC
05.2013 - 07.2015
- Promoted financial products by maintaining excellent service offering knowledge.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
Customer Service and Sales Representative
Wells Fargo
Charlotte, NC
04.2011 - 05.2013
- Followed up with customers after completed sales to assess satisfaction and resolve technical or service concerns.
- Obtained referrals with existing clients to generate new business, boosting overall sales.
Bilingual Teller
Wells Fargo
Charlotte, NC
10.2009 - 04.2011
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Processed customer transactions promptly, minimizing wait times.
Customer Service Representative
Allstate Insurance Co
Charlotte, NC
08.2008 - 08.2009
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Recommended products to customers, thoroughly explaining details.
Barista Shift Supervisor
Starbuck Coffee/ MSH Host
Charlotte, NC
04.2008 - 08.2008
- Trained, scheduled and supervised barista workers to maintain and uphold store policies and optimize staffing patterns.
Independent Sales Consultant
Mary Kay
Charlotte, NC
05.2007 - 06.2008
- Placed cold calls to potential customers and follow-up calls to current and past clientele, cultivating long-term relationships to generate referral and repeat business.
Assistant Manager/Sales Associate Team Leader
The Pantry Inc.
Charlotte, NC
09.2006 - 06.2007
- Reduced financial discrepancies by monitoring credit card sales and deposits.
District Manager
Grunenthal
Lima, Peru
06.1997 - 07.2004
- Revitalized operations and realigned plans to better capture new opportunities and take advantage of changes in customer habits.
- Negotiated long-term contract renewals with sales affiliates and franchise owners.
Sales Representative
Grunenthal
Lima Peru
05.1990 - 06.1997
- Created professional sales presentations and seminars to effectively demonstrate product features and competitive advantages.
Education
Associate of Science -
Instituto De Marketing - IPM
Lima, Peru12.1998
Skills
- Time Management
- Sound Judgment
- Operational Reporting
- Relationship Building
- Risk Assessment
- Goal Setting
- Prioritizing and Planning
- Microsoft Office
- Hogan
Languages
Spanish
Native or Bilingual
English
Full Professional
Timeline
Branch Operations Assistant Manager
Wells Fargo
07.2015 - Current
Personal Banker 1
Wells Fargo
05.2013 - 07.2015
Customer Service and Sales Representative
Wells Fargo
04.2011 - 05.2013
Bilingual Teller
Wells Fargo
10.2009 - 04.2011
Customer Service Representative
Allstate Insurance Co
08.2008 - 08.2009
Barista Shift Supervisor
Starbuck Coffee/ MSH Host
04.2008 - 08.2008
Independent Sales Consultant
Mary Kay
05.2007 - 06.2008
Assistant Manager/Sales Associate Team Leader
The Pantry Inc.
09.2006 - 06.2007
District Manager
Grunenthal
06.1997 - 07.2004
Sales Representative
Grunenthal
05.1990 - 06.1997
Associate of Science -
Instituto De Marketing - IPM