Melissa Soriano
Fort Worth,TX
Summary
With a proven track record at Wells Fargo, I excel in relationship building and branch operations, enhancing customer satisfaction through personalized banking solutions. My expertise in cash handling and fraud prevention, coupled with a knack for fostering team collaboration, has significantly boosted sales and client trust.
Overview
8
8
years of professional experience
Work History
Personal Banker
Wells Fargo Bank
02.2017 - 12.2020
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Promoted financial products by maintaining excellent service offering knowledge.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Cross-sold bank products and services to meet customer needs and provide options.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Increased branch revenue by cross-selling banking products tailored to individual client needs.
- Resolved client disputes with empathy and efficiency, restoring confidence in banking services.
- Responded to customer inquiries regarding new accounts and account services.
- Presented new and additional products and services to existing customers.
- Provided customers with additional information regarding account services.
- Verified customer identity and reviewed documentation for accuracy.
- Conducted comprehensive needs assessments to match clients with optimal banking products, boosting customer satisfaction.
Personal Banker
Wells Fargo
11.2016 - 02.2017
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Promoted financial products by maintaining excellent service offering knowledge.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Provided customers with additional information regarding account services.
- Maintained customer records and updated account information.
- Presented new and additional products and services to existing customers.
- Responded to customer inquiries regarding new accounts and account services.
Teller
Wells Fargo
04.2015 - 11.2015
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
- Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
- Educated customers on use of banking website and mobile apps.
- Enhanced fraud detection efforts by vigilantly identifying suspicious activities and transactions.
- Conducted daily audits of cash drawers to prevent discrepancies and maintain financial integrity.
- Assisted customers with banking needs and inquiries.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Teller
Wells Fargo
10.2012 - 04.2014
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Processed customer transactions promptly, minimizing wait times.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
Parent Liaison
FWISD
08.2012 - 10.2012
- Established partnerships with local businesses and organizations to secure funding or donations for various school projects or programs.
- Supported the planning and execution of school-wide events such as open houses, back-to-school nights, and end-of-year celebrations, fostering a sense of community among parents, students, and staff members.
- Coordinated parent education initiatives, including guest speakers and workshops, to provide families with valuable information on various topics related to child development and academic success.
- Promoted a culture of inclusivity by facilitating discussions around diversity and cultural competence among staff members.
Education
GED -
North Side High School
Fort Worth, TX06-2009
Skills
- Relationship building
- Branch operations
- Customer service
- Customer satisfaction
- Cash handling
- Fraud prevention
- Banking
- Account maintenance
- Loans
- Sales experience
Languages
Spanish
Professional Working
Timeline
Personal Banker
Wells Fargo Bank
02.2017 - 12.2020
Personal Banker
Wells Fargo
11.2016 - 02.2017
Teller
Wells Fargo
04.2015 - 11.2015
Teller
Wells Fargo
10.2012 - 04.2014
Parent Liaison
FWISD
08.2012 - 10.2012
GED -
North Side High School
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