Naira Gracia Salomone
Washington
Summary
Client-focused banking professional with a strong track record in building relationships and delivering tailored financial solutions. Skilled in leveraging bank tools to assess client priorities and meet both personal and business financial needs. Collaborates effectively with specialists to provide comprehensive support. Bilingual in Spanish.
Overview
11
11
years of professional experience
Work History
Personal Banker
Wells Fargo Bank, Lehi
- Recognized for STAR service to clients and creating an outstanding customer experience.
- Consistent partner with area specialists in Mortgage, Business, Risk, Financial Advising.
- Extensive book of business with Latin clientele and local business owners.
Bank Teller
Wells Fargo Bank, Lehi
- Created meaningful conversations regarding personal finances while completing cash related transactions.
- Partnered with branch bankers and specialists to provide financial educational services to community.
- Created client relationships by building report through meaningful conversations.
Assistant Manager
The Slurp, American Fork
- Customer service proponent in charge of complaint resolution and customer experience.
- Provided meaningful training around service excellence and team member performance.
- Embodied corporate vision and values and demonstrated leadership in creating an inviting corporate culture.
Assistant Branch Manager
Mountain America Credit Union
01.2021 - 05.2023
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
- Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
Senior Financial Services Representative
Mountain America Credit Union
11.2020 - 01.2021
- Supervised front line associates modeling cross-sell opportunities and engagement strategies.
- Verified effective use of referrals across organization for new business development.
- Collaborated with team members to identify opportunities for increasing revenue and improving overall performance.
- Assembled methods and procedures to improve financial department's policies and reported outcomes to operational supervisor.
Financial Customer Service Representative
Mountain America Credit Union
10.2012 - 11.2020
- Participated in ongoing professional development initiatives focused on enhancing knowledge of industry trends, regulatory changes, and emerging financial products.
- Developed expertise in multiple banking systems and software applications required for effective job performance as a Financial Customer Service Representative.
- Delivered personalized customer service by taking the time to understand individual client needs, leading to increased trust and loyalty among the bank''s clientele.
- Provided comprehensive support during account opening processes, ensuring a seamless transition for new customers joining the bank.
Education
High School Diploma -
Utah Valley University
Orem, Utah09-2010
Diploma - undefined
American Fork High School
American Fork, Utah01.2010
Skills
- Active participant in the Wells Fargo at Work program as a Branch Advocate
- Risk Advocate, addressing and escalating branch security concerns
- Lead contributor to “Meet the Customer” branch engagement initiatives
- Finance-focused professional partnering with Mortgage, Financial Advising, Business, and Risk specialists to deliver comprehensive solutions
Team Collaboration & Leadership
Financial Expertise & Strategic Partnerships
- Skilled in using CNA/BNA tools to uncover and understand client life events and financial needs
- Enthusiastic user of MYCOG to facilitate credit-related conversations
- Regularly serve as Stage Coach and Stage Director to enhance client interactions and branch atmosphere
- Maintain and follow up with a self-assigned book of business to ensure ongoing client support
- Holistic approach to client finances, including employment, family planning, retirement, life events, and savings goals
Client Experience & Relationship Management
OTHER
Computer Skills, Recordkeeping (WF Workbook), Outbound Calls, Better Chef than Bobby Flay
Languages
Spanish
Full Professional
Timeline
Assistant Branch Manager
Mountain America Credit Union
01.2021 - 05.2023
Senior Financial Services Representative
Mountain America Credit Union
11.2020 - 01.2021
Financial Customer Service Representative
Mountain America Credit Union
10.2012 - 11.2020
Personal Banker
Wells Fargo Bank, Lehi
Bank Teller
Wells Fargo Bank, Lehi
Assistant Manager
The Slurp, American Fork
Diploma - undefined
American Fork High School
High School Diploma -
Utah Valley University
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