Natalie Arguello
Alpine,CA
Overview
8
8
years of professional experience
Work History
Personal Banker
Wells Fargo
San Diego, CA
01.2023 - Current
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Cross-sold bank products and services to meet customer needs and provide options.
- Promoted financial products by maintaining excellent service offering knowledge.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Followed up with customers to gather feedback and provide additional assistance.
Assistant Office Manager
Godinez Electric
Alpine, CA
10.2021 - Current
- Recorded and tracked operational expenses to identify and eliminate wasteful spending.
- Kept front office clean and well-organized to keep areas presentable for guests and maximize professional appeal.
- Created and updated records and files to maintain document compliance.
- Delivered top-notch administrative support to office staff, promoting excellence in office operations.
- Authored business documents to organize and emphasize information quickly and effectively.
- Sorted, opened and routed mail and deliveries to meet business requirements.
Personal Banker
JPMorgan Chase
San Diego, CA
11.2017 - 10.2021
- Promoted financial products by maintaining excellent service offering knowledge.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Expanded client base by promoting new financial products.
- Presented new and additional products and services to existing customers.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
Teller
JPMorgan Chase
San Diego, CA
01.2016 - 11.2017
- Educated customers on use of banking website and mobile apps.
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Processed customer transactions promptly, minimizing wait times.
- Stocked supplies for customers and personal teller station.
- Answered telephone inquiries on checking and savings accounts, loans and lines of credit.
- Established rapport with new clients to increase satisfaction and loyalty.
- Counted, verified and handled bank deposits and armored car transactions.
Education
Associate of Arts - Social Sciences
San Diego Mesa College
San Diego, CA07-2020
Skills
- Policy and procedure modification
- Documentation and control
- Excellent multi-tasking ability
- Expense reporting
- Clear oral/written communication
- Organizational skills
- Relationship building
- Bilingual- fluent in Spanish
Timeline
Personal Banker
Wells Fargo
01.2023 - Current
Assistant Office Manager
Godinez Electric
10.2021 - Current
Personal Banker
JPMorgan Chase
11.2017 - 10.2021
Teller
JPMorgan Chase
01.2016 - 11.2017
Associate of Arts - Social Sciences
San Diego Mesa College