Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Priscilla Rocha

Odessa,TX

Summary

Objective: To obtain a position in Branch Manager

Organized financial professional aiming to fulfill Branch Manager role within dynamic team. Driven to bring value through extended knowledge of financial products, services and branch operations.

Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Hardworking and organized with exceptional time management abilities.

Insightful Manager with experience directing and improving operations through effective employee motivational strategies and strong policy enforcement. Proficient in best practices, market trends and regulatory requirements of industry operations. Talented leader with analytical approach to business planning and day-to-day problem-solving.

Overview

20
20
years of professional experience

Work History

Personal Banker/Business Advocate/Teller/Branch Mgr Designee

Wells Fargo Bank
06.2016 - Current
  • Assisted with all new account openings & assisted customers with transactions on the teller line.
  • Conducted individual financial analysis to determine appropriate loan and credit options.
  • Responded to all customer queries and issues, outbound calls.
  • Maintained strict confidentiality for all client information.
  • Designed and proposed sales to enhance the client base.
  • Maintained and updated customer profiles on a regular basis.
  • Volunteer in the community & the Chamber of Commerce.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Balanced cash drawers and vault accounts on daily basis with zero discrepancies.

Sales Marketing/Banking

State Farm Insurance, Robert Peterson Agency
10.2008 - 01.2016
  • Sales/ Customer Service
  • Totaled daily sales
  • Trained new employees
  • Ordered product
  • Answered multi-line phones
  • Sell & offered new products
  • Develop and implement a sales plan and manage all phases of the sales cycle-from prospecting to close and follow-up support.
  • Represent a full line of insurance such as (home, auto, business), and financial products such as opening checking & savings accounts, pivoted credit card offers, financing & refinancing vehicles, serving as a trusted advisor to businesses and individuals.
  • Train and supervise sales support staff and create a fun and productive work environment.

Sales Marketing

Gateway Marketing
08.2005 - 10.2008
  • Provided excellent customer service
  • Assisted customers with information and directory
  • Answered multi-line phones
  • Cold calling to set appointments for timeshare presentations.

Education

OSHA - Health Sciences

Southwestern College
Chula Vista, CA
05-2002

Skills

  • Financial advisement
  • Fraud prevention
  • MS Excel
  • Portfolio assessment
  • Financial strategy management
  • Branch management
  • Teller support
  • Relationship building and management
  • Customer service
  • Business development
  • Issues resolution
  • Cash handling
  • Increased revenue

Languages

Spanish
Full Professional

Timeline

Personal Banker/Business Advocate/Teller/Branch Mgr Designee

Wells Fargo Bank
06.2016 - Current

Sales Marketing/Banking

State Farm Insurance, Robert Peterson Agency
10.2008 - 01.2016

Sales Marketing

Gateway Marketing
08.2005 - 10.2008

OSHA - Health Sciences

Southwestern College

Similar Profiles

CREATE PROFILE