Ramona Pinon
Summary
Experienced banking professional with 8 years in high-volume financial environments, including 6 years as a Banker and 2 years as a Teller. Expertise in risk assessment and operational compliance, with a focus on exceptional customer service. Bilingual communicator skilled in building client relationships and fostering teamwork to enhance operational efficiency.
Overview
8
8
years of professional experience
Work History
Teller
Wells Fargo Bank
01.2024 - Current
- Deliver personable, high-quality customer service, consistently meeting branch referral and satisfaction goals.
- Maintain 100% accuracy in high-volume daily cash handling and transaction processing.
- Identify potential fraud or suspicious activity, escalating concerns immediately to branch management to protect customer and bank assets.
- Assist in opening and closing procedures, demonstrating reliability and commitment to security protocols.
Personal Banker
Wells Fargo Bank
03.2018 - 12.2023
- Manage customer financial portfolios, by providing tailored solutions to meet diverse banking needs while ensuring full adherence to regulatory and internal bank policies.
- Participate in delivery of exceptional customer service by building relationships through outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially.
- Serve as a primary point of escalation for complex customer service issues, utilizing advanced problem-solving skills to ensure resolution and satisfaction.
- Collaborate closely with branch management to streamline daily operational workflows, resulting in improved team efficiency and reduced wait times.
- Mentor junior staff and tellers on bank procedures, product knowledge, and service excellence standards.
Education
Associate's Degree -
Lonestar University Park
Skills
- Operational Excellence: Risk Assessment & Mitigation, Regulatory Compliance, Cash Handling, Branch Operations
- Customer Engagement: Relationship Banking, Bilingual Communication (Fluent in English & Spanish), Conflict Resolution, Customer Retention
- Cash handling
- Transaction processing
- Fraud detection
- Cash management
- Leadership & Teamwork: Mentorship, Team Collaboration, Process Improvement, Staff Training
- Professional Attributes: Exceptional Reliability, Strategic Problem-Solving, Organizational Leadership, Adaptability
Timeline
Teller
Wells Fargo Bank
01.2024 - Current
Personal Banker
Wells Fargo Bank
03.2018 - 12.2023
Associate's Degree -
Lonestar University Park