Lesley Cevallos
Bloomfield
Summary
Banking professional with experience in retail banking, client relationship management, and branch operations within a fast-paced financial services environment. Skilled in identifying client needs, delivering tailored banking solutions, and collaborating with internal partners to support customer and small business relationships. Strong foundation in compliance, risk awareness, and customer service, seeking to transition into Commercial Banking to further develop credit, sales, and relationship management expertise.
Overview
4
4
years of professional experience
Work History
Roving Personal Banker
Wells Fargo
Bergen Passaic
06.2025 - Current
- Managed relationships with consumer and small business clients across multiple branch locations, conducting financial needs discussions and recommending banking products and services to support clients' financial goals.
- Built and strengthened client relationships through proactive outreach, referrals, and day-to-day account management, contributing to branch sales goals and client retention.
- Collaborated with business banking, lending, and investment partners to connect clients with specialized solutions, ensuring a seamless client experience and appropriate product recommendations.
- Maintained compliance with bank policies and regulatory requirements while accurately processing transactions, servicing accounts, resolving client concerns, and balancing multiple priorities in a fast-paced environment.
Branch Operations Coordinator
Wells Fargo
Saddle Brook
09.2023 - 06.2025
- Executed routine and moderately complex transactional and operational tasks using knowledge of bank procedures and products to ensure smooth operations.
- Delivered exceptional service to customers by building relationships and efficiently completing transactions to enhance customer satisfaction.
- Investigated and resolved customer and operational issues by utilizing internal resources and collaborating with partners to ensure timely resolutions.
Teller
Wells Fargo
Wayne
04.2022 - 09.2023
- Provided exceptional customer service by assisting clients with banking needs, answering account-related questions, and connecting them with relevant banking resources
- Processed high volume of customer transactions with accuracy and efficiency, ensuring compliance with bank policies and regulatory requirements
- Ensured accuracy in cash handling and transaction balancing, while identifying and escalating potential fraud or operational concerns per bank procedures
Education
Bachelor of Science - Finance
Rutgers University
Newark01-2026
Skills
Deposit Products
Regulatory compliance
Operational Controls
Risk Management
Relationship Management
Collaboration
Verbal Communication
Timeline
Roving Personal Banker
Wells Fargo
06.2025 - Current
Branch Operations Coordinator
Wells Fargo
09.2023 - 06.2025
Teller
Wells Fargo
04.2022 - 09.2023
Bachelor of Science - Finance
Rutgers University