Lucia Rivera
1116 S Colt Lane,OK
Summary
Dynamic professional with experience as a Personal Banker at Wells Fargo, excelling in customer engagement and upselling. Proven ability to enhance client relationships and boost sales through tailored financial solutions. Strong teamwork and problem-solving skills, complemented by a goal-oriented mindset, ensure exceptional service and compliance in fast-paced environments.
Overview
11
11
years of professional experience
Work History
Overnight Sales Associate
Walmart
01.2024 - Current
- Enhanced store organization by accurately stocking shelves and maintaining inventory control.
- Performed inventory control, such as counting, and stocking merchandise.
- Examined and inspected stock items for defects and reported damages to supervisor.
- Collaborated with team members to maintain a clean, organized work environment.
- Maintained clean and organized stockroom by sweeping, mopping and removing empty boxes.
- Assisted in training new Stocking Associates, sharing best practices and relevant experience.
Personal Banker
Wells Fargo
11.2014 - 02.2020
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Promoted financial products by maintaining excellent service offering knowledge.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
Education
Business Management And Leadership
Trevecca Nazarene University
Nashville, TN08-2025
Skills
- Workplace safety
- Customer engagement
- Goal-oriented mindset
- Stock replenishment
- Upselling and cross selling
- Store policies
Languages
Spanish
Native or Bilingual
Timeline
Overnight Sales Associate
Walmart
01.2024 - Current
Personal Banker
Wells Fargo
11.2014 - 02.2020
Business Management And Leadership
Trevecca Nazarene University
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