Mhonaliza Irby
Lead Operation Processor
Renton,WA
Summary
Industrious Personal Banker eager to fulfill challenging role within client-focused team. Strong foundation of building excellent client rapport to foster satisfaction and loyalty. Diverse skill set that includes strong foundation as a banker resource and experience in risk management as a lead teller.
Overview
21
21
years of professional experience
Work History
Associate Personal Banker (SAFE)
Wells Fargo
1190 NW Gilman Blvd,, WA 98027 / (425) 557-0552
09.2021 - Current
- Achieved consistent recognition from customers by demonstrating professionalism, courtesy and sharing alternative options through digital access.
- Developed top-performing teams, leading to increased branch efficiency and positive customer feedback.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Answered customer questions and explained available services using banker resource.
- Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
- Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
- Actively participating in banker business meeting and skill practice to promote wealth adviser to high net worth individuals to maximize revenue.
- Worked closely with management for trainings to increase branch production and customer service.
- Identified and investigated variances to optimize financial plans and forecast using wells fargo banker resources.
- Planning and organizing weekly and daily schedule to efficiently help client connect to the right service and right point of contacts.
Teller
Wells Fargo
4300 NE 4th St, Renton, WA 98059 / (425) 226-1410
04.2021 - 09.2021
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates
- Educated customers on use of banking website and mobile apps
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
- Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service
- Processed customer transactions promptly, minimizing wait times.
Lead Teller
Wells Fargo
4300 NE 4th St, Renton, WA 98059 / (425) 226-1410
08.2019 - 04.2021
- Delivered exceptional level of service to each customer by listening to concerns, answering questions and fallow customer complain procedure.
- Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
- Maintained friendly and professional customer interactions.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Guiding customers how to use wellsfargo.com or mobile app to have positive banking experience.
- Answered customer inquiries regarding account balances, transaction history, services charges using teller view, bank tools, or wellsfargo.com.
- Fallowing policy and procedures in resolving and taking care of customers needs.
Teller
Wells Fargo
2201 Overlake Park, Bellevue, WA 98007 USA / (425) 401-0076
09.2017 - 08.2019
- Consistent in providing world class customer experience to all customers, by understanding needs and calmly responds in timely manner while adheres to follow policies and procedures.
- Upheld strict financial controls by keeping funds secure and accurately transferring cash.
- Leading weekly morning huddles using messenger and monthly CE meeting, escalate opportunities to improve and address issues to reduce risk.
- Meeting my daily performance in knowing my role, achieving business objectives, protecting customers, learning products and promotions, understanding what could go wrong if operational risk isn't managed.
- Leverage my bank tool resources such as Branch Portal, SVT, Wellsfargo.com. customer care, ATM and mobile access or other employee online access to support team member.
- Ability to coach new Team Member with positive feed back.
- Help customers feel in control of their transactions by asking valued questions, giving options, asking permission and referred to right person.
- Always open for opportunity to help other branch if needed man power for learning experience.
Volunteer Sunday School Teacher
Crossroad Church
207 E Charron Rd., Moxee, WA 98936 USA / (509) 571-1195
01.2015 - 08.2017
- Developed and taught lessons on relevant Christian children's books, movies, arts and themes to promote students interest.
- Increased Sunday School participation by 12-20% through outreach and creation of dynamic and age appropriate lesson plans.
Consultative Sales Associates
Sears, Roebuck and Company
9 E Valley Mall Blvd, Union Gap, WA 98903 USA / (509) 576-9200
10.2014 - 08.2017
- Implemented marketing strategies which resulted in 12% growth of customer base.
- Maintained knowledge of current sales and promotions, policies regarding payments, exchanges and security practices.
- Exceeded targeted sales goals by 10% quarterly.
- Prioritized daily work flows, including all inbound calls quotes and sales-related inquiries.
- Ensures superior customer experience by addressing customers concerns, demonstrating empathy and resolving problems on spot.
- Developed reputation as efficient service provider with high levels of accuracy.
- Trained new hires to perform cross training exercise.
Volunteer Youth Pastor Assistant
Crossroad Church
207 E Charron Rd., Moxee, WA 98936 USA / (509) 571-1195
06.2016 - 01.2017
- Facilitate after school homework program for 16-22 middle school students to increase enthusiasm for academic learning.
- Fostered meaningful relationships among students through Moxee kids summer event and community service projects.
Foreign Service Assistant to Middle East & Africa
Philippine Department Of Foreign Affairs
2330 Roxas Blvd., Pasay, 1300 Manila, Philippines / +63 2-834-4000
06.1999 - 03.2010
- Writing correspondence to Philippine Embassies and Consulate abroad
- Finds solutions by gathering and maintaining confidential documents of Filipinos abroad who are facing legal problems
- Attends International delegation forum that legally affects life of Migrant Filipino Workers
- Prepares for trials by conducting legal research and drafting pleadings
- Researched statutes, decisions, legal articles and codes, investigated facts and laws of foreign country
- Work as team with other departments to develop strategies and arguments for presentation of cases in Foreign criminal courts and labor department abroad.
Education
Bachelor of Arts - Education And Child Psychology
Pamantasan Lungsod Ng Maynila
Intramuros, Manila Philippines 03.2004
Bachelor of Arts - Political Science and Public Management
Lyceum of The Philippines University
Intramuros, Manila Philippines2001
Bachelor of Science - Foreign Service major in Diplomacy
Lyceum of The Philippines University
Intramuros, Manila Philippines2001
High School Diploma - undefined
Adamson University
Manila, Philippines 19971997
Skills
- Remembers customer's name
- Strong risk management skills
- Profound organizational skills
- Persistent and Resourceful
- Knowledge in business correspondence
- Fluent in Tagalog
- Proficient in MS office
- Exceptional communication skills
Foreign Language
I had a formal education in speaking and writing in advance Tagalog and basic Spanish
Timeline
Associate Personal Banker (SAFE)
Wells Fargo
09.2021 - Current
Teller
Wells Fargo
04.2021 - 09.2021
Lead Teller
Wells Fargo
08.2019 - 04.2021
Teller
Wells Fargo
09.2017 - 08.2019
Volunteer Youth Pastor Assistant
Crossroad Church
06.2016 - 01.2017
Volunteer Sunday School Teacher
Crossroad Church
01.2015 - 08.2017
Consultative Sales Associates
Sears, Roebuck and Company
10.2014 - 08.2017
Foreign Service Assistant to Middle East & Africa
Philippine Department Of Foreign Affairs
06.1999 - 03.2010
Bachelor of Arts - Education And Child Psychology
Pamantasan Lungsod Ng Maynila
Bachelor of Arts - Political Science and Public Management
Lyceum of The Philippines University
Bachelor of Science - Foreign Service major in Diplomacy
Lyceum of The Philippines University
High School Diploma - undefined
Adamson University