Rogelio B. Ponce
Gainesville,GA
Summary
Dynamic professional with extensive experience in financial services at Wells Fargo, excelling in sales and account management. Proven ability to cultivate client relationships and implement risk management strategies. Adept at conflict resolution and team development, consistently achieving revenue goals while ensuring compliance and operational excellence.
Overview
15
15
years of professional experience
Work History
Financial controller Manager
Lanier Hvac Services
01.2025 - Current
- Optimized working capital management through rigorous cash flow forecasting processes.
- Implemented internal controls to guarantee compliance with financial regulations.
- Analyzed variances between budgeted and actual performance to enhance decision-making.
- Managed accounts payable and receivable functions, ensuring effective cash flow management.
- Reviewed bank reconciliations regularly to verify data accuracy.
- Prepared monthly financial reports in accordance with established reporting procedures.
- Directed budgets, expenditures, accounting, and financial reporting activities.
- Oversaw preparation of financial statements, reports, and forecast projections for strategic insights.
Commercial Relationship Assistant
Cadence Bank
10.2024 - 01.2025
- Maintained accurate records for client interactions and ensured compliance with documentation standards.
- Organized filing systems to enhance accessibility of documents and records.
- Responded to inquiries from customers and vendors via phone, email, and fax.
- Cultivated positive relationships with internal customers through effective communication techniques.
- Assisted in preparing reports, presentations, and correspondence to support organizational objectives.
- Managed confidential information with utmost discretion and integrity.
- Conducted accounting and financial analysis to inform decision-making processes.
Business Banker
Wells Fargo
11.2018 - 01.2023
- Filed loan applications and approval documents efficiently.
- Processed client financial statements accurately.
- Developed and maintained strong relationships with clients and co-workers.
- Sourced and secured new business through calls, referrals, and cross-selling efforts.
- Recommended tailored solutions to meet clients' objectives as a trusted advisor.
- Achieved assigned revenue goals for region and product lines.
- Created relationship management plans for each assigned client.
- Demonstrated expertise in strategic sales, banking operations, and high-quality customer service.
Personal Banker
Wells Fargo & Company
10.2017 - 10.2018
- Educated customers on financial services and investment options.
- Managed daily transactions and utilized banking software systems.
- Resolved customer complaints and provided exceptional service.
- Collaborated with team members to enhance customer experience.
- Conducted risk assessments for new accounts and services offered.
- Maintained compliance with banking regulations and policies.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Followed operational standards, promoting security, risk management and compliance.
- Cross-sold banking products such as credit cards, loans and investments.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
Teller
Wells Fargo
03.2017 - 09.2017
- Executed routine banking transactions, ensuring high customer satisfaction through personalized service.
- Processed deposits, loan payments, and check cashing with exceptional efficiency.
- Maintained current knowledge of banking products to provide informed client recommendations.
- Ensured accuracy in cash handling by adhering to established balancing procedures.
- Cultivated strong customer relationships while addressing diverse banking needs with customized solutions.
- Sold financial instruments, including cashier's checks and traveler's checks, to meet client requests.
Dispatcher
XPO Logistics
11.2016 - 02.2017
- Scheduled drivers for freight deliveries and collection of shipments and packages.
- Communicated with customers regarding freight details, delivery schedules, and special handling requests.
- Planned pre-determined routes while accommodating necessary changes to optimize efficiency.
Correctional Officer and Jailers
Hall County Sheriff's Office
01.2016 - 11.2016
- Conducted security rounds at scheduled and unscheduled intervals to ensure safety compliance.
- Established respectful cellblock environment by promoting positive inmate behavior.
- Enforced disciplinary sanctions to maintain order and adherence to regulations.
- Executed thorough searches of individuals, property, and facilities to uphold security protocols.
- Meticulously documented incidents, movements, rounds, and inmate disciplinary actions.
Infantryman
U.S. Army
01.2012 - 01.2016
- Leader of soldiers in a Light Infantry Company
- Responsible for the welfare, fitness, morale, and individual training
- Maintenance and accountability of all assigned equipment
- Served as the primary instructor and advisor on tactics, personnel management and junior leader development.
- Directed team's tactical employment during offensive and defensive operations.
- Maintained proficiency in proper team dismounted movements; collected all the tactical information from the team and passed it up through chain of command.
Manager
Cactus Carwash
01.2011 - 01.2012
- Supervision of staff and premises
- Drive revenue & growth by following company procedures
- Ensured opening and closing times and safety procedures are followed
- Performed and Managed inventory/ordering
- Carried out weekly and monthly reporting.
- Personally handled customer enquiries or issues
- Collection, counting, reconciliation and banking of monies
Education
High School Diploma -
North Hall High School
01.2011
Some College (No Degree) -
Athens College of Ministry
Skills
- Military and law enforcement experience
- Sales and account management
- Communication skills
- Financial services and banking
- Conflict resolution
- Teaching and mentoring
- Leadership and team development
- Security and surveillance
- Risk management strategies
- Cash handling and loss prevention
- Typing proficiency
- Multitasking ability
Languages
- English
- Spanish
Languages
Spanish
Native/ Bilingual
Timeline
Financial controller Manager
Lanier Hvac Services
01.2025 - Current
Commercial Relationship Assistant
Cadence Bank
10.2024 - 01.2025
Business Banker
Wells Fargo
11.2018 - 01.2023
Personal Banker
Wells Fargo & Company
10.2017 - 10.2018
Teller
Wells Fargo
03.2017 - 09.2017
Dispatcher
XPO Logistics
11.2016 - 02.2017
Correctional Officer and Jailers
Hall County Sheriff's Office
01.2016 - 11.2016
Infantryman
U.S. Army
01.2012 - 01.2016
Manager
Cactus Carwash
01.2011 - 01.2012
High School Diploma -
North Hall High School
Some College (No Degree) -
Athens College of Ministry
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