Kiara Medrano
Rowlett,TX
Summary
Qualified Senior Relationship Banker & Assistant Manager with strong background in managing client portfolios and providing personalized financial solutions. Successfully built and maintained long-term relationships with high-net-worth individuals and businesses. Demonstrated expertise in managing complex financial transactions and delivering exceptional customer service. Successfully managed bank operations and committed to leading/coaching a successful team to exceed company/branch goals and expectations.
Overview
8
8
years of professional experience
Work History
Sr. Relationship Banker
Truist Bank
Dallas, TX
11.2025 - Current
- Cultivated strong client relationships through personalized banking solutions and proactive communication.
- Assisted clients with account management, addressing inquiries and resolving issues efficiently.
- Educated customers on banking products, enhancing their understanding and engagement with services.
- Collaborated with team members to streamline processes, improving overall service delivery efficiency.
- Supervised daily branch operations to ensure efficiency, compliance, and a positive customer experience.
- Adhere to internal controls, operational procedures and risk management policies. Stay informed of all changes in policies and procedures to ensure compliance with current guidelines.
Roving Personal Banker/Lead Teller
Wells Fargo
Dallas, TX
08.2018 - 05.2025
- Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies.
- Assisted clients in selecting appropriate banking products tailored to individual financial needs.
- Processed account openings, closings, and maintenance with high attention to detail.
- Educated customers on digital banking tools and services for enhanced user experience.
- Resolved customer inquiries and issues efficiently, ensuring high satisfaction levels.
- Conducted financial reviews to identify opportunities for cross-selling additional services.
- Maintained compliance with banking regulations while performing daily transactions accurately.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
- Managed daily cash transactions and ensured compliance with banking policies.
- Trained and mentored new tellers on operational procedures and customer service standards.
- Supported branch management in conducting audits, demonstrating attention to detail while verifying transactional records for accuracy.
- Provided exceptional customer service, resulting in increased loyalty among existing clients and referrals of new business opportunities from satisfied customers.
- Developed rapport with clientele by delivering personalized services that addressed specific financial needs.
Assistant Manager/Personal Banker
PNC Bank
Garland, TX
11.2022 - 06.2024
- Implemented training programs for staff, fostering professional development and operational efficiency.
- Analyzed financial reports to identify trends, aiding in strategic decision-making and resource allocation.
- Mentored junior employees, promoting a culture of teamwork and continuous improvement within the branch.
- Scheduled staff shifts to ensure proper coverage during peak shopping hours without exceeding labor budgets.
- Acquired and deepened the branch customer base through a variety of proactive sales and service activities. Managed the customer experience by identifying opportunities to improve the customer's financial wellbeing.
- Applied product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
- Ensured a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This included handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch.
- Processed personal loans and lines of credit upon clients request and financial need.
Education
High School Diploma -
Kemp High School
Associate of Science -
Richland College
Dallas, TXSkills
- Cash flow analysis
- Loan origination
- Portfolio management
- Wealth management
- Customer Service-oriented
- Relationship building and management
- Resourcefulness
- Cash flow management
- Financial planning
- Teamwork and collaboration
- Attention to detail
- Multitasking Abilities
- Adaptability and flexibility
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Sr. Relationship Banker
Truist Bank
11.2025 - Current
Assistant Manager/Personal Banker
PNC Bank
11.2022 - 06.2024
Roving Personal Banker/Lead Teller
Wells Fargo
08.2018 - 05.2025
High School Diploma -
Kemp High School
Associate of Science -
Richland College