Luis Perez
Berkeley,CA
Summary
Proactive and versatile professional dedicated to adapting quickly to new challenges. Strong problem-solving abilities and a proven track record of fostering strong relationships with clients and team members. Committed to supporting team success and achieving positive results.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Branch Manager
Wells Fargo
Richmond, CA
06.2022 - 08.2024
- Ensured compliance with established policies, procedures and regulations governing banking operations.
- Developed strategies to increase customer satisfaction and loyalty.
- Provided guidance and support to team members regarding problem resolution and customer service issues.
Personal Banker
Wells Fargo
Berkeley, CA
05.2017 - 06.2022
- Provided customer service to clients, including answering questions and resolving issues.
- Conducted account openings and closings for clients.
- Advised customers on various financial products available from the bank.
- Processed loan applications according to established guidelines.
Teller Supervisor
Wells Fargo
Berkeley, CA
10.2013 - 05.2017
- Provided daily supervision and guidance to teller staff, ensuring compliance with bank policies and procedures.
- Identified training needs for tellers, created learning materials, and conducted regular training sessions.
- Analyzed trends in customer service metrics to identify areas for improvement across the branch network.
Teller
Wells Fargo
Berkeley, CA
09.2009 - 10.2013
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Provided exceptional customer service while accurately processing routine transactions.
- Answered customer inquiries regarding bank products and services.
Education
Associate of Applied Science - Business Administration
Heald College
Concord, CA06-2008
Skills
- Customer Service
- Employee Development
- Branch Operations Management
- Coaching and Mentoring
- Proficient in Microsoft Outlook, Work and Excel
- Relationship building and management
Certification
- Notary Public - California Secretary of State.
Timeline
Branch Manager
Wells Fargo
06.2022 - 08.2024
Personal Banker
Wells Fargo
05.2017 - 06.2022
Teller Supervisor
Wells Fargo
10.2013 - 05.2017
Teller
Wells Fargo
09.2009 - 10.2013
Associate of Applied Science - Business Administration
Heald College
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