Mauro Borjas Del Rio
Denver,CO
Summary
I am looking for a personal banker position at Wells Fargo to continue to expand my knowledge. I am flexible hard worker ready to learn and contribute to team success.
Overview
6
6
years of professional experience
2014
2014
years of post-secondary education
Work History
Personl Banker
Key Bank
Denver, CO
11.2023 - Current
- Assisted customers with account openings and inquiries.
- Processed transactions accurately and efficiently at the teller line.
- Educated clients on banking products and services offered by the bank.
- Collaborated with team members to improve service delivery processes.
- Resolved customer complaints promptly and professionally in branch settings.
- Maintained compliance with banking regulations and internal policies effectively.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Cross-sold banking products such as credit cards, loans and investments.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
Member Service Advisor
Bellco Credit Union
Denver, CO
09.2021 - 10.2023
- Used customer information to tailor recommendations to promote cashier's checks, travelers' checks and savings bonds.
- Resolved customer concerns through effective communication and problem-solving.
- Developed strong relationships with customers to foster trust and loyalty.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Issued initial and replacement safe-deposit keys to customers, admitting customers to vaults.
- Received mortgage and other loan payments by verifying payment dates and amounts due.
- Used job-related software and computer to collect and record customer deposits, fees and issue receipts.
- Approached prospective clients through emails and cold calling to consistently meet sales targets.
- Used customer and bank records to investigate and correct errors upon customer request.
- Created strategic financial solutions to suit individualized client needs.
- Monitored changes in laws related to banking policies and procedures.
- Used product knowledge and abilities to execute consumer loans and other services.
- Analyzed customer credit data and other financial information to identify solutions that aligned with customer needs.
- Cultivated relationships with partners to fulfill or provide appropriate referrals for clients.
- Maintained accurate records of all transactions conducted throughout the day.
Teller
U.S. Bank
Aurora, CO
03.2020 - 08.2022
- Processed customer transactions accurately and efficiently at a leading financial institution.
- Assisted customers with account inquiries and provided information on services offered.
- Maintained cash drawer accuracy through regular balancing and reconciliation procedures.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Balanced cash drawers on a daily basis.
- Verified customers' identification to ensure compliance with laws and regulations.
Education
New America
Aurora, COSkills
- Account management
- Financial analysis
- Compliance monitoring
- Customer onboarding
- Strong communication
- Sales and relationships management skills
- Banking products and services
- Problem Solving- Attention to detail
- Organization and time management
Languages
Spanish
Native/ Bilingual
Timeline
Personl Banker
Key Bank
11.2023 - Current
Member Service Advisor
Bellco Credit Union
09.2021 - 10.2023
Teller
U.S. Bank
03.2020 - 08.2022
New America