Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Lucy Watetu

Eagle,CO

Summary

To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

12
12
years of professional experience

Work History

Associate Personal Banker

Wells Fargo
01.2025 - Current
  • 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.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
  • Expanded client base by promoting new financial products.
  • Followed up with customers to gather feedback and provide additional assistance.
  • Enhanced digital banking adoption among clients with targeted education initiatives.
  • Maintained high accuracy in transaction processing, ensuring client trust and financial security.
  • Verified customer identity and reviewed documentation for accuracy.
  • Managed approximately 15 incoming and outgoing calls per day from customers

Teller

Wells Fargo
01.2024 - 01.2025
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Processed customer transactions promptly, minimizing wait times.
  • Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
  • Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
  • Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Educated customers on use of banking website and mobile apps.
  • Monitored and reported suspicious activity in line with bank security policies.
  • Ensured compliance with banking regulations by accurately completing all required reports and paperwork.
  • Supported branch goals by participating in initiatives aimed at improving overall bank performance and customer satisfaction.
  • Improved branch security by adhering strictly to all policies and procedures related to cash handling and fraud prevention.
  • Maintained friendly and professional customer interactions.

Personal Banker

FirstBank
08.2022 - 11.2023

Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.

  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Balanced cash drawers and vault accounts on daily basis.
  • Expanded client base by promoting new financial products.
  • Presented new and additional products and services to existing customers.
  • Maintained customer records and updated account information.
  • Monitored accuracy of customer information in system.
  • Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
  • Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Educated customers on use of banking website and mobile apps.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Monitored and reported suspicious activity in line with bank security policies.
  • Followed up on customer complaints and provided solutions to enhance customer satisfaction.
  • Maintained accurate records of customer transactions in line with bank procedures.
  • Maintained friendly and professional customer interactions.
  • Assisted customers with banking needs and inquiries.
  • Educated customers on online banking and mobile banking applications.
  • Referred customers to other banking departments for specialized services.
  • Monitored and verified suspicious activity on customer accounts.
  • Performed account maintenance by closing out accounts and changing customer addresses.
  • Received mortgage, loan payments, verifying payment dates and amounts due.
  • Arranged monies received in cash boxes and coin dispensers according to denomination.
  • Calculated fees due, interest and change for customer transactions.
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.

Certified Ski Instructor

Vail Resorts Inc
12.2021 - 04.2022
  • Completed up to 6 individual sessions and 2 group classes each day.
  • Monitored behaviors for safety violations and took steps to prevent further violations.
  • Kept equipment in good working order with frequent inspections and minor repairs.
  • Contacted emergency personnel and provided aid while waiting for further assistance.
  • Explained safety rules and procedures regarding activities to patrons and guests to inform and educate.
  • Collaborated closely with team to identify issues and quickest methods for remediation.
  • Handled student situations using logic and mediation skills.
  • Adjusted coaching techniques to meet athlete needs and address strengths and weaknesses.
  • Adhered strictly to rules and regulations of activities department and district.

Ski Instructor

Vail Ski Resort
12.2015 - 04.2016
  • Completed up to 6 individual sessions and 2 group classes each day
  • Monitored behaviors for safety violations and took steps to prevent further violations.
  • Kept equipment in good working order with frequent inspections and minor repairs.
  • Explained safety rules and procedures regarding activities to patrons and guests to inform and educate.
  • Guided athletes with encouragement, motivation and nutritional advice to support athletic performance and overall well-being.
  • Planned strategies and selected optimal team lineups to execute game plans.
  • Educated athletes in rules, strategies, sportsmanship and performance principles.
  • Adhered strictly to rules and regulations of activities department and district.
  • Developed exercise regimens targeting individual athlete needs.

Manager

Children's World Peace Organization
04.2014 - 01.2015
  • Completed up to 6 individual sessions and 2 group classes each day.
  • Monitored behaviors for safety violations and took steps to prevent further violations.
  • Kept equipment in good working order with frequent inspections and minor repairs.
  • Contacted emergency personnel and provided aid while waiting for further assistance.
  • Explained safety rules and procedures regarding activities to patrons and guests to inform and educate.
  • Collaborated closely with team to identify issues and quickest methods for remediation.
  • Led instructional classes to protect recreational users from dangerous situations.
  • Handled student situations using logic and mediation skills.
  • Informed patrons of unsafe or hazardous conditions and requested alternative activities.
  • Guided athletes with encouragement, motivation and nutritional advice to support athletic performance and overall well-being.
  • Adjusted coaching techniques to meet athlete needs and address strengths and weaknesses.
  • Educated athletes in rules, strategies, sportsmanship and performance principles.
  • Recruited and hired qualified candidates to fill open positions.
  • Monitored staff performance and addressed issues.
  • Led team meetings and one-on-one coaching sessions to continuously improve performance.
  • Entered time and attendance logs in preparation for payroll.
  • Exercised good judgment and decision-making in escalating concerns and resolving issues.
  • Established and managed weekly budgets of up to 200,000 Kenya Shillings.
  • Applied continuous improvement program in daily activities to boost productivity, improve quality and reduce costs.

Teacher

Children's World Peace Organization
03.2013 - 01.2015
  • Built and strengthened positive relationships with students, parents and teaching staff.
  • Encouraged student critical thinking and discussion using variety of teaching techniques.
  • Maintained positive classroom environments by reinforcing rules for behavior and relationship-building actions.
  • Maintained safe, clean and organized classroom environment.
  • Adapted teaching methods and instructional strategies to promote learning in students of differing skill levels.
  • Encouraged positive self-esteem and mutual respect for others while instilling joy of learning and discovery.
  • Taught students subject-specific material, learning strategies and social skills.
  • Offered hands-on learning opportunities to develop student self-esteem and life skills.
  • Maintained calm, positive classroom of up to 50 kids through gentle discipline and enthusiastic attitude to encourage learning and studying among students.

Education

Associate of Applied Science - Information Technology

Colorado Mountain College
Glenwood Springs, CO
05.2021

Skills

  • Customer service
  • Cash handling
  • Attention to detail
  • Banking policies and procedures
  • Branch operations
  • Sales expertise
  • Account maintenance
  • Time management
  • Relationship building
  • Shift scheduling
  • Negotiation
  • Positive attitude
  • Computer skills

Affiliations

  • Graduated with a 4.0 GPA
  • On President's list for 3 semesters

Timeline

Associate Personal Banker

Wells Fargo
01.2025 - Current

Teller

Wells Fargo
01.2024 - 01.2025

Personal Banker

FirstBank
08.2022 - 11.2023

Certified Ski Instructor

Vail Resorts Inc
12.2021 - 04.2022

Ski Instructor

Vail Ski Resort
12.2015 - 04.2016

Manager

Children's World Peace Organization
04.2014 - 01.2015

Teacher

Children's World Peace Organization
03.2013 - 01.2015

Associate of Applied Science - Information Technology

Colorado Mountain College