Lehem Yohannes
Summary
Exceptional financial services professional with 4 years of expertise in operations, risk management, client relations, and regulatory compliance.
Overview
8
8
years of professional experience
Work History
Associate Personal Banker
Wells Fargo
02.2025 - Current
- Assisted clients by identifying their needs through financial reviews and providing specialized recommendations for products and services that align with their financial goals.
- Strengthening client relationships and trust by providing consistent dependable guidance and maintaining open, professional communication.
- Introduced clients to specialized partners such as mortgage, investment, and business bankers to ensure they receive tailored support across all areas of banking.
- Ensured compliance with all regulatory, audit, and risk management standards by executing transactions accurately and maintaining proper documentation.
- Partnered with branch leadership and team members to align individual client needs with branch growth objectives, supporting both customer satisfaction and business development goals.
- Introduced digital tools and resources to clients to provide convenient methods for clients to manage their accounts and strengthen their relationship with us.
Teller
Wells Fargo
01.2022 - 02.2025
- Advising clientele on products, services, and digital solutions to enhance the customer experience.
- Played a key role in achieving branch referral and promotional goals by proactively identifying client needs and suggesting appropriate solutions.
- Managed the acquisition of cash shipments for the branch and ATMs to effectively meet the branch's financial requirements.
- Initiated the procurement of supplies and equipment to ensure the branch was fully equipped for seamless and efficient operations.
- Compiled and presented detailed financial reports, ensuring accurate documentation and timely submission to support branch financial activities.
- Detecting and reporting on potential fraud risks, adhering to security measures and reducing liabilities.
- Assisted in the training of new tellers and bankers on teller line operations, providing guidance on operational procedures and best practices to enhance team performance and service delivery.
- Executed a diverse range of financial transactions, including withdrawals, deposits, global remittances, and foreign currency exchanges.
- Ensured daily cash balances and reconciliations were accurate, mitigating potential discrepancies.
Front Desk Receptionist
The Woodhouse Day Spa
01.2020 - 10.2020
- Served as the primary liaison for clients, managing appointments, addressing inquiries, and ensuring high levels of customer satisfaction.
- Creating and managing appointment schedules with staff availability and coordinating large-scale events.
- Processed financial transactions, including client payments and reconciliations, ensuring accuracy and compliance with confidential client information.
- Trained new employees on service protocols, enhancing team performance and maintaining operational standards.
- Promoted spa services and products, contributing to increased sales and client retention.
Guest Experience Specialist
The Red Door Salon and Spa
02.2018 - 08.2018
- Provided exceptional guest service by managing client reservations, facilitating seamless check-in and check-out processes, and addressing customer concerns.
- Creating and managing appointment schedules, coordinating large-scale events, and maximizing client satisfaction.
- Supporting sales initiatives by recommending services and products, meeting targeted sales goals, and boosting promotional launches.
- Processed client payments and managed financial transactions, maintaining accuracy and compliance with confidential client information.
- Assisted internal staff with administrative tasks and maintaining seamless operations.
Education
Diploma -
Montgomery Blair HS
Bachelors - undefined
University of Maryland
Skills
- Cash Operations Management
- Client Relationship Management
- Regulatory Compliance & Risk Assessment
- Branch Operations
- Account Maintenance
Languages
English, Native
Spanish, Intermediate
Portuguese, Intermediate
Accomplishments
- Successfully passed four branch audits, maintaining compliance and operational excellence.
- Achieved 34 out of 43 perfect customer reviews in one quarter for the entire branch, recognized by District and Regional Management.
- Contributed to branch ranking in the top 10 for highest review ratings in the district consecutively.
Timeline
Associate Personal Banker
Wells Fargo
02.2025 - Current
Teller
Wells Fargo
01.2022 - 02.2025
Front Desk Receptionist
The Woodhouse Day Spa
01.2020 - 10.2020
Guest Experience Specialist
The Red Door Salon and Spa
02.2018 - 08.2018
Bachelors - undefined
University of Maryland
Diploma -
Montgomery Blair HS