Detail-oriented financial services professional with experience in customer service, deposit processing, and cash management. Spanish fluency supports referral coordination, product promotion, and clear customer communication. Focused on sales growth, operational accuracy, and a smooth branch experience.
Overview
1
1
Language
1
1
Certification
6
6
years of professional experience
Work History
Lead Teller
Wells Fargo
Lakewood, California
04.2024 - Current
Processed cash deposits, withdrawals, transfers, and account payments for customers.
Supervised teller line operations in a Wells Fargo branch banking environment.
Promoted Wells Fargo products through customer referrals and account conversations.
Developed strategies to increase sales opportunities among customers by cross-selling bank services or products.
Maintained up-to-date knowledge of current bank products and services for customers' convenience.
Implemented new policies or procedures based on regulatory updates or changes in business needs.
Financial Sales Representative
Northgate Gonzalez Markets
South Gate, California
03.2021 - 03.2024
Promoted financial products through customer conversations and store visits, and enhanced customer awareness and engagement.
Processed applications for prepaid cards, money transfers, and check cashing services, facilitating seamless financial transactions for customers.
Assisted customers with remittance, bill payment, and cash services at market counter, ensuring efficient and accurate service delivery.
Evaluated company department goals and objectives with reference to sales revenue and profit targets.
Increased company-wide forecasting accuracy.
Implemented best practices for providing excellent customer service.
Education
High School Diploma -
Bell High School
Bell
06-2018
Skills
Teller systems
Deposit processing
Transaction processing
Cash handling
Cash counting
Branch operations
Regulatory compliance
Cross-selling
Customer engagement
Operational efficiency
Bilingual communication
Languages
Spanish
Native/ Bilingual
Certification
ATM Certified
References
Brandon Parton - Branch Operations Manager - 310-467-9915