Lionel Zuloaga
Lakeland
Summary
Bilingual (Spanish/English) banking professional with over 6 years of experience in financial services, including 3 years as a Personal Banker. Proven ability to build strong client relationships, resolve customer concerns, and recommend tailored financial solutions. Skilled in cash handling, problem solving, and sales performance, with a passion for helping individuals and families reach their financial goals.
Overview
8
8
years of professional experience
Work History
Associate Personal Banker (SAFE)
Wells Fargo
01.2022 - Current
- Utilizing strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisting customers with setting up or closing accounts, completing loan/credit card applications, and signing up for new services.
- Maintaining compliance with bank policies and regulations while executing various financial transactions for customers.
- Partnering with internal teams to ensure seamless onboarding and service delivery.
Teller
Wells Fargo
12.2019 - 01.2022
- Engaged with customers to process transactions efficiently and accurately.
- Maintained and balanced cash drawer daily.
- Recognized for exceptional customer service and attention to detail.
Cashier
Publix
10.2019 - 12.2021
- Delivered premier customer service and maintained efficient operations.
- Assisted with resolving customer concerns promptly.
- Accurately processed transactions and balanced drawer at shift close.
Grocery Clerk
Publix
09.2017 - 10.2019
- Ensured shelves were fully stocked and products rotated per planograms.
- Assisted with truck unloading and stockroom organization.
- Maintained a clean and organized work environment.
Education
High School Diploma -
Bartow High School
05.2017
Skills
- Bilingual: Fluent in Spanish and English
- Exceptional customer service & interpersonal skills
- Strong sales and product knowledge (credit cards, loans, savings, checking, investments)
- Cross-selling & referral generation
- Financial needs analysis & solution recommendation
- Cash handling, balancing, and drawer management
- Exceptional attention to detail
- Team collaboration & communication
- Problem solving under pressure
- Experience with financial software
Timeline
Associate Personal Banker (SAFE)
Wells Fargo
01.2022 - Current
Teller
Wells Fargo
12.2019 - 01.2022
Cashier
Publix
10.2019 - 12.2021
Grocery Clerk
Publix
09.2017 - 10.2019
High School Diploma -
Bartow High School
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