Summary
Overview
Work History
Education
Skills
Skills
Timeline
Generic

Monica Ponce

Port Saint Lucie,FL

Summary

Detail-oriented Wells Fargo banking professional and accounting student with strong communication and quick thinking skills. Work productively on teams as well as independently in fast-paced environments. Proven track record in operational risk mitigation, dual-control compliance, and uncovering line-of-business referral opportunities for branch partners.

Seeking to leverage frontline financial and client service experience into a Wells Fargo internship role.

Overview

4
4
years of post-secondary education
5
5
years of professional experience

Work History

Bank Teller

Wells Fargo
03.2024 - Current
  • Analyze customer financial profiles during daily transactions to uncover cross-sell opportunities, referring high-net-worth and business clients to Premier Bankers and Advisors to support branch growth.
  • Execute daily dual-control procedures and branch cash operations, maintaining a 100% balanced record and strict adherence to BSA/AML, KYC, and internal risk mitigation controls.
  • Safeguard non-public personal customer data (NPPI) in accordance with Wells Fargo information security guidelines, mitigating fraud exposure and operational risk.
  • Assist branch leadership with daily operational audits, balancing logs, and onboarding new teller peer partners on core teller platforms and service standards.

OGP/cashier

Walmart
Saint Lucie, FL
09.2021 - 03.2024
  • Delivered friendly and efficient customer service, enhancing customer satisfaction in a fast-paced retail environment.
  • Supported customers with order pickups and substitutions, ensuring clarity and satisfaction throughout the process.
  • Resolved customer concerns to ensure satisfaction professionally and resolved issues promptly.

Education

Master of Arts - Finance/accounting

Indian River State College
Fort Pierce, FL
08.2026 - 09.2026

Associates of arts -

Indian River State College
St Lucie West, FL

High School Diploma -

Treasure Coast High School
Saint Lucie, FL
08.2019 - 07.2023

Skills

  • Cash Handling
  • Client relations
  • Conflict resolution
  • Teamwork
  • Listening and comprehension
  • Communication
  • Time management

Skills

  • Communication
  • Time management
  • Cash Handling
  • Client relations
  • Conflict resolution
  • Teamwork
  • Listening and comprehension

Timeline

Master of Arts - Finance/accounting

Indian River State College
08.2026 - 09.2026

Bank Teller

Wells Fargo
03.2024 - Current

OGP/cashier

Walmart
09.2021 - 03.2024

High School Diploma -

Treasure Coast High School
08.2019 - 07.2023

Associates of arts -

Indian River State College
Monica Ponce