Dedicated banking professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
8
8
years of professional experience
Work History
Associate Personal Banker
Wells Fargo Bank, N.A.
Franklin, TN
10.2021 - Current
Provided a high level of customer service through a friendly approach, strong professionalism and timely assistance with customer transactions.
Promoted financial products by maintaining excellent service offering knowledge.
Established quality personal and business customer relationships by proactively recommending appropriate bank products, accounts, loans and various financial products.
Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
Declared a mobile expert by effectively delivering self-service banking options to customers.
Effectively maintained a teller cash drawer and supported teller line daily.
Teller/Lead Teller
Wells Fargo Bank, N.A.
Nipomo, CA
03.2018 - 08.2021
Effectively processed teller transactions for customers while maintaining a cash drawer.
Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
Introduced customers to other bank team members to help meet financial needs.
Identified sales opportunities and referred customers to branch partners in financial services.
Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
Server
Georges At The Cove
San Diego, CA
07.2014 - 12.2017
Ensured that customers had an excellent dining experience, prompting them to return and recommend other customers
Delivered quality service by providing a warm and welcoming environment.
Worked with POS system to place orders, manage bills and handle complimentary items.
Maintained order efficiency and accuracy through clear communication with kitchen staff.
Vice President/Business Support Manager/Account Manager/Account Associate at Wells Fargo Bank, N.A. (acquired by Computershare Trust Company, N.A. Nov.2021)Vice President/Business Support Manager/Account Manager/Account Associate at Wells Fargo Bank, N.A. (acquired by Computershare Trust Company, N.A. Nov.2021)