Summary
Overview
Work History
Education
Skills
Timeline
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MAYA MNDAWENI

Berkeley,CA

Summary

Highly organized and customer-focused Personal Banker & Administrative Professional with 9+ years of experience in financial services and office operations. I am skilled in client management, documentation, scheduling, and cross-departmental coordination. Recognized for increasing branch efficiency, maintaining compliance accuracy, and exceeding sales goals. Adept at managing high-volume administrative tasks while delivering top-tier client support.

Overview

10
10
years of professional experience

Work History

Personal Banker

Wells Fargo
01.2017 - Current

Managed client onboarding and account documentation, ensuring accuracy and regulatory compliance.

  • Maintained detailed records of customer transactions, loan paperwork, and referrals using CRM and internal systems.
  • Provided administrative support to management through daily reporting, scheduling client appointments, and coordinating team communications.
  • Handled customer requests including loan payments, withdrawals, and account updates with precision and confidentiality.
  • Partnered with Premier Bankers and Financial Advisors to support high-net-worth clients; increased branch referrals by 20% in Q4 2024 and Q1 2025.
  • Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
  • Perform operational duties such as balancing cash drawers, maintaining office supplies, and supporting audits.

Relationship Banker I Operations Support

Bank of the West
10.2022 - 08.2023
  • Supported 40+ clients per week through account maintenance, documentation processing, and administrative follow-ups.
  • Exceeded sales goals by 300% in Q1 & Q2 2023 through proactive relationship management and accurate recordkeeping.
  • Processed new account applications, verified identification documents, and maintained compliance with data privacy standards.
  • Acted as Manager on Duty on Saturdays — responsible for opening/closing, approvals, and overseeing daily operations.
  • Trained and coached team members on documentation accuracy and internal system usage.

Prestige Beauty Advisor

ULTA Beauty
03.2016 - 11.2016
  • Supported store operations by maintaining inventory records, scheduling client makeovers, and processing daily sales reports.
  • Boosted loyalty memberships by 30% through efficient customer data entry and follow-up.
  • Consistently achieved weekly sales goals ranging from $5K—$10K while managing front desk responsibilities.
  • Developed in-depth product knowledge and kept up to date with latest trends in beauty to avail of resources and apply best practices.
  • Maintained up-to-date knowledge of store sales, payment policies and security standards.

Education

Diploma -

Oakland Technical High School
01.2015

Skills

  • Administrative & Clerical Support
  • Data Entry & Record Management
  • Customer Relationship Management (CRM)
  • Cash Handling & Balancing
  • Scheduling & Office Coordination
  • Compliance & Risk Awareness
  • Microsoft Excel / Outlook / Word
  • 50 WPM Typing Speed

Timeline

Relationship Banker I Operations Support

Bank of the West
10.2022 - 08.2023

Personal Banker

Wells Fargo
01.2017 - Current

Prestige Beauty Advisor

ULTA Beauty
03.2016 - 11.2016

Diploma -

Oakland Technical High School