Rachel Erin Sotelo
Henderson,NV
Summary
Accomplished Branch Operations Manager at Wells Fargo, adept in banking operations and staff training, significantly enhancing customer satisfaction and operational efficiency. Well-versed in sales, personnel management, accounting and inventory management. Dedicated to complete knowledge of company products and services for optimized customer service.
Overview
5
5
years of professional experience
Work History
Branch Operations Associate Manager
Wells Fargo
06.2023 - 07.2024
- Set and enforced performance and service standards to keep consistent, high-quality environment devoted to customer satisfaction.
- Kept records accurate, detailed and fully compliant with reporting requirements to meet state, local, and federal housing requirements.
- Oversaw training and onboarding process for all newly hired employees within the branch.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Mentored team members to enhance professional development and accountability in workplace.
- Helped with planning schedules and delegating assignments to meet coverage and service demands.
Retail Personal Banker
Wells Fargo
08.2022 - 06.2023
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Promoted financial products by maintaining excellent service offering knowledge.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Met with members to understand goals and recommend solutions to fit specific needs.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
Bank Teller
Wells Fargo
04.2021 - 07.2022
- Processed customer transactions promptly, minimizing wait times.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Educated customers on use of banking website and mobile apps.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Monitored and reported suspicious activity in line with bank security policies.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Assisted with training of new tellers on policies and procedures.
Store Manager
Foods 2000
01.2019 - 03.2021
- Interacted well with customers to build connections and nurture relationships.
- Monitored daily cash discrepancies, inventory shrinkage and drive-off.
- Implemented business strategies, increasing revenue, and effectively targeting new markets.
- Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
Education
High School Diploma -
Humanities And Sciences
Tempe, AZ03.2016
Skills
- Banking operations knowledge
- Consumer Banking
- Banking product sales
- Employee Management
- Customer Satisfaction
- Critical Thinking
- Customer Needs Assessment
- Task Prioritization
- Active Listening
Timeline
Branch Operations Associate Manager
Wells Fargo
06.2023 - 07.2024
Retail Personal Banker
Wells Fargo
08.2022 - 06.2023
Bank Teller
Wells Fargo
04.2021 - 07.2022
Store Manager
Foods 2000
01.2019 - 03.2021
High School Diploma -
Humanities And Sciences
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