Dynamic professional with a proven track record at Wells Fargo, excelling in customer relationship management and financial advisement. Leveraged expertise in Microsoft Office and strong customer service skills to enhance client satisfaction and drive business growth. Demonstrated ability to identify opportunities, leading to a significant increase in cross-selling success.
Overview
14
14
years of professional experience
Work History
Personal Banker
Wells Fargo & Company
Tucson, AZ
04.2024 - Current
Provided customer service to clients, including answering questions and resolving issues.
Conducted account openings and closings for clients.
Greeted customers upon entering the bank and directed them to appropriate personnel or services.
Cross-sold banking products such as credit cards, loans and investments.
Performed daily balancing of cash drawer and reconciled discrepancies when necessary.
Advised customers on various financial products available from the bank.
Analyzed financial documents provided by customers to determine their needs.
Recognized opportunities for cross-selling additional banking products or services.
Provided guidance on how best to utilize online banking tools for maximum benefit.
Followed operational standards, promoting security, risk management and compliance.
Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Educated customers on variety of retail products and digital solutions, enhancing customer experience.
Teacher Assistant
Leman Academy of Excellence Preschool
Tucson, AZ
01.2021 - 04.2023
Dedicated and enthusiastic Teacher Assistant with a passion for early childhood education.
Collaborate with lead teachers to plan and implement age-appropriate curriculum.
Assist in the creation of engaging learning materials and activities.
Provide one-on-one support to children with special needs or learning challenges.
Supervise and ensure the safety of children during indoor and outdoor activities.
Supported the development of fine and gross motor skills through play and structured activities.
Assisted with maintaining a clean, safe, and organized classroom environment.
Foster a positive and inclusive classroom environment that encourages social and emotional development.
Assist with daily routines, including mealtime, and naptime.
Provide guidance to team members, solve roadblocks, and work closely with faculty, department heads, and university systems.
Communicate effectively with parents and leadership, providing updates on children’s progress and behavior.
Teller
Wells Fargo
01.2011 - 01.2015
Processed a wide range of financial transactions, including deposits, withdrawals, and loan payments, with high accuracy
Assisted customers with account inquiries, provided information on various banking products, and resolved any issues or concerns
Balanced cash drawer and ATM daily, ensuring minimal discrepancies and adhering to bank policies
Problem solve roadblocks, working closely with faculty, department leads and University systems