Pablo A. Lemas Santiago
San Francisco,CA
Summary
Dynamic and Creative Latino professional with a proven track record at Wells Fargo, excelling in problem-solving and customer relationship management. Adept at analyzing client needs and delivering tailored banking solutions, enhancing customer satisfaction. Recognized for strong teamwork and collaboration skills, driving successful outcomes in high-pressure environments. Committed to fostering lasting client relationships through attentive service.
Overview
15
15
years of professional experience
3
3
years of post-secondary education
1
1
Certification
3
3
Languages
Work History
Relationship Banker
Wells Fargo
05.2025 - Current
- Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties:
- Participate in building relationships with customers and spend time understanding required needs
- Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs
- Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers
- Present recommendations for resolving inquiries and service requests regarding customers' accounts
- Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers
- Provide information to internal partners and external sources to further enhance the customer experience
- Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs
- Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs
- Provide self-service digital banking options to customers
- This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Bank Teller
Wells Fargo
08.2023 - 05.2025
- Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
- Complete operational activities while minimizing risks under established policies
- Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
- Receive direction from managers and exercises judgment within defined policies and procedures
- Escalate questions and issues to more experienced roles
- Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
- Identify information and services to meet customers financial needs
Barista
Blue Bottle
09.2022 - 08.2023
- Performed cash handling duties accurately and efficiently to ensure accurate accounting records.
- Answered customer phone calls and appropriately addressed questions and complaints.
- Showed aptitude in multitasking multiple orders at once while maintaining accuracy in product quality.
- Welcomed customers and answered questions regarding menu items and preparation methods.
- Exhibited excellent communication skills while interacting with customers and coworkers in a professional manner.
- Demonstrated ability to work collaboratively with customers and colleagues to create a positive customer experience.
- Kept detailed records of sales transactions using POS systems for accurate accounting purposes.
Teacher
Southside Community School
01.2022 - 06.2022
- Planned and implemented integrated lessons to meet national standards.
- Communicated frequently with parents, students and faculty to provide feedback and discuss instructional strategies.
- Implemented and encouraged debate-style classroom environment to increase student engagement and promote critical thinking.
- Incorporated multiple types of teaching strategies into classroom.
- Supervised learning groups of students in classroom stations.
- Maintained system required passing rate for years.
- Piloted program to address proposed state subject area competencies and standards.
- Reviewed curriculum and devised alternate approaches to presenting lessons to increase student understanding.
- Evaluated and revised lesson plans and course content to achieve student-centered learning.
- Supported student physical, mental and social development using classroom games and activities.
Teacher's Assistant
Southside Community School
08.2015 - 12.2021
- Created lesson materials, visuals and digital presentations to supplement lesson plans.
- Supported student learning objectives through personalized and small group assistance.
- Graded assignments and reported individual progress to teacher.
- Applied specialized teaching techniques to reinforce social and communication skills.
- Assisted lead teachers with lesson plan creation and materials development.
- Prepared learning materials, helping teachers prepare for daily instruction.
- Implemented practice exercises and group assignments to assist students in quick information grasping.
- Oversaw students in classroom and common areas to monitor, enforce rules and support lead teacher.
- Attended training classes, parent conferences and faculty meetings to stay up-to-date on student progress.
- Reviewed lesson material with students individually or in small groups.
Youth Mentor
Southside Community School
06.2010 - 07.2014
- Provided guidance and recommended coping mechanisms for youth dealing with difficult issues.
- Used classroom observations to create written assessments of student performance.
- Introduced students to positive and creative outlets such as drawing and poetry.
- Worked and tutored students one-on-one on specific subjects.
Education
Associate of Arts - Fashion Design
Pima Community College
Tucson, AZ 08.2020 - 05.2021
Associate of Science - Pre-Medicine
Pima Community College
Tucson, AZ 05.2016 - 05.2018
Skills
Problem-Solving
Self-Motivated
Teamwork and Collaboration
Decision-Making
Flexible and Adaptable
Organization and Time Management
Analytical and Critical Thinking
Cultural Awareness
Attention to Detail
Additional Information
Was part of the Executive team of Southside Community School.
Was head of all Teachers Assistant personnel.
Certification
Fashion Design, Pima Community College
Timeline
Relationship Banker
Wells Fargo
05.2025 - Current
Bank Teller
Wells Fargo
08.2023 - 05.2025
Barista
Blue Bottle
09.2022 - 08.2023
Teacher
Southside Community School
01.2022 - 06.2022
Fashion Design, Pima Community College
05-2021
Associate of Arts - Fashion Design
Pima Community College
08.2020 - 05.2021
Associate of Science - Pre-Medicine
Pima Community College
05.2016 - 05.2018
Teacher's Assistant
Southside Community School
08.2015 - 12.2021
Youth Mentor
Southside Community School
06.2010 - 07.2014
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