Maria Aguirre
San Jose,California
Summary
- Gain knowledge around products and services to better assist customers
- Going above and beyond job duties to ensure satisfied customers
- Building rapport with customers to ensure loyalty with company and gaining business
- Learn all aspects of job to be well rounded and leverage on opportunities
- I'd like to apply my experience in retail and customer service to growing in a company and leveraging my opportunities. I'm a hard worker and will apply myself to the task at hand until the job is finished. I pride myself on building work relationships and building rapport with my clients.
Overview
8
8
years of professional experience
Work History
Branch Operations Manager
Wells Fargo
11.2023 - Current
- Maintained friendly and professional customer interactions
- Performed monthly compliance checks.
- Assessed employee performance and developed improvement plans.
- Developed strategic plans for day-to-day financial operations.
- Trained employees on proper procedures and strategies to improve productivity.
- Manage Risk by supervised costumers transactions.
Teller/Assistant Manager
Wells Fargo
05.2021 - Current
- 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.
- Assisted with training of new tellers on policies and procedures.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Counted, verified and handled bank deposits and armored car transactions.
- For the past year I been supporting branches that need management help.
Lead Teller
Wells Fargo
03.2020 - 05.2021
- Managed daily bank operations by processing customer transactions and providing exceptional customer service.
- Recognized and prevented fraudulent activities and suspicious transactions.
- Mentored and trained new tellers on bank procedures and customer service standards.
- Introduced customers to other bank team members to help meet financial needs.
Personal Banker1
Wells Fargo Bank
08.2016 - 01.2020
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Assist customer on opening accounts, help with difficulties situation to resolve customer issue
- Coached and assist tellers with customer interactions
- Moving forward with an understand of company priorities with digital engagement sharing best practice doing morning huddles to ensure our branch is aligning with company priorities.
Teller
Wells Fargo Bank
09.2015 - 07.2016
- Providing excellent customer service to customers to ensure our customers satisfaction.
- Educated our customers on banking and help them with their financial needs.
- Following government compliance and regulations
- Building rapport with clients to ensure loyalty and future referrals
- Met nonnegotiable requirements around scripting
- Cash handling up to $100,000 daily
Education
High School Degree -
James Lick High
San Jose, California06.2005
Skills
- Cash Handling and Management
- Approachable
- Strong Work Ethic
- Customer Relations
- Task Delegation
Languages
Spanish
Personal Information
Hobbies: I love to workout and Hiking.
Spend the weekends with my family.
References
Jessica Wight
Wells Fargo Branch Manager
(408) 203-6858
Juan Magana
Wells Fargo Branch Manager
(650) 518-3932
Timeline
Branch Operations Manager
Wells Fargo
11.2023 - Current
Teller/Assistant Manager
Wells Fargo
05.2021 - Current
Lead Teller
Wells Fargo
03.2020 - 05.2021
Personal Banker1
Wells Fargo Bank
08.2016 - 01.2020
Teller
Wells Fargo Bank
09.2015 - 07.2016
High School Degree -
James Lick High
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