Lisneth N Matos
Palm Bay,FL
Summary
Dynamic Personal Banker and Customer Service Associate with a proven track record at Wells Fargo Bank, N.A., enhancing client satisfaction and financial performance. Expert in financial advisement and exceptional customer service, demonstrating strong problem resolution and rapport building skills. Achieved sales growth through effective communication and trust management, ensuring regulatory compliance and confidentiality.
Overview
6
6
years of professional experience
Work History
Personal Banker
Wells Fargo Bank, N.A.
Palm Bay, Cocoa Beach, Titusville, Cape Canaveral, FL
04.2021 - Current
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Assisted and advised customers on using online and mobile banking systems.
- Maintained position of trust and responsibility by keeping customer business confidential.
- Organized and maintained trust and estate accounts ownership and record.
- Referred customers to appropriate bank personnel to meet financial needs.
- Maintained knowledge of current promotions, new guidelines, procedures and security practices.
- Responded promptly to customer queries and complaints to find solutions and diffuse tension.
- Checked transactions and reporting for compliance with regulatory standards and investigated discrepancies.
- Collaborated with partners to ensure compliance with applicable regulations and laws related to investment activities.
Customer Service Associate
Winn Dixie
Cocoa Beach, FL
07.2019 - 04.2021
- Answered customers calls and directed to designated individuals or departments.
- Supported customer service goals and enhanced relations through friendly, knowledgeable and positive communication.
- Tracked office reports and maintained inventory neat and organized.
- Generated reports to assess performance and make adjustments.
- Provided ongoing training to address staff needs.
- Organized and prioritized tasks and activities and worked within strict timeframes and deadlines.
- Improved customer service wait times to mitigate complaints.
- Educated customers on special pricing opportunities and company offerings.
Education
Associate of Business Administration -
Eastern Florida State College
Melbourne, FL08-2026
High School Diploma -
Cocoa Beach Junior/Senior High School
Cocoa Beach, FL08.2020
Skills
- Problem Resolution
- Sales Growth
- Leader
- Sales expertise
- Effective communication
- Financial advisement
- Customer relations
- Trust management expertise
- High-energy attitude
- Exceptional customer service
- Strong work ethic
- Reliable
- Rapport building
- Estate planning
- Regulatory compliance awareness
- Risk assessment
- Discretion and confidentiality
- Cross-cultural sensitivity
Accomplishments
- Promoted highly effective mobile services to customers that significantly improved their banking and convenience.
- Maintained high customer satisfaction ratings.
- Increased quarterly branch deposits by 3 million through targeted marketing campaigns and customer retention strategies.
- Assigned leader of a team.
- Recognized for contributing innovative ideas that improved company processes.
Languages
Spanish
Native/ Bilingual
English
Native/ Bilingual
Timeline
Personal Banker
Wells Fargo Bank, N.A.
04.2021 - Current
Customer Service Associate
Winn Dixie
07.2019 - 04.2021
Associate of Business Administration -
Eastern Florida State College
High School Diploma -
Cocoa Beach Junior/Senior High School
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