Lorena Valle
Las Vegas
Summary
Branch designee lead looking to expand my experience and take over a new role. Work along management team to execute daily operations tasks. Help coach and develop team members along operations branch manager. Team player willing to take challenges.
Overview
7
7
years of professional experience
Work History
Associate Personal Banker
Wells Fargo
Las Vegas
08.2022 - Current
- Reviewed existing accounts for accuracy of information and compliance with regulations.
- Participated in training sessions regarding new banking products or services.
- Cross-sold banking products such as credit cards, loans and investments.
- Educate customers on new products, as well as online banking options.
- Assisted customers whose accounts had gotten compromised, following bank’s procedures.
- Notary Public
- Execute daily operations tasks.
- Build long term customer relationships
Teller
Wells Fargo
Las Vegas
10.2018 - 08.2022
- Maintained confidentiality of all customer records and information according to company policies.
- Performed daily reconciliation of teller drawer within established limits.
- Adhered strictly to all security procedures related to handling money at the teller window.
- Balance drawer every day at the end of shift.
- Perform cash processing per customer’s request.
- Offered different options of banking
Education
GED -
Desert Rose High School
Las Vegas , Nevada05-2014
Landmark Forum I,II, III
Skills
- Account management
- Regulatory compliance
- Financial analysis
- Team player
- Ability to work effectively in a team environment and across all organizations levels, where flexibility, collaboration and adaptability are important
- Knowledge and understanding of retail compliance controls, risk management, and loss prevention
Languages
Spanish
Professional
Timeline
Associate Personal Banker
Wells Fargo
08.2022 - Current
Teller
Wells Fargo
10.2018 - 08.2022
GED -
Desert Rose High School
Landmark Forum I,II, III