Rosa McWhorter
Associate Personal Banker
Woodstock,Georgia
Summary
Dedicated and bilingual financial professional with over 25 years of customer service experience and 15+ years in banking with Wells Fargo. Skilled in relationship building, financial transactions, compliance, and client support. NMLS certified and commissioned notary. Known for reliability, professionalism, and a strong willingness to learn and grow in new roles.
Overview
1
1
Language
2
2
Certifications
15
15
years of professional experience
Work History
Associate Personal Banker
Wells Fargo
10.2010 - 04.2026
- Assist customers with personal and business banking needs
- Open and maintain checking, savings, and credit accounts
- Educate clients on financial products and services
- Process transactions accurately and efficiently
- Maintain compliance with banking regulations and security policies
- Build strong client relationships through exceptional service
- Support branch sales goals and customer retention efforts
- Provide bilingual (English/Spanish) service to diverse clientele
- Cultivated strong customer relationships to enhance satisfaction and loyalty.
- Executed daily account management tasks with precision and attention to detail.
- Analyzed customer financial needs to recommend suitable banking products and services.
- Provided training and mentorship to junior banking staff on best practices and compliance.
Education
High School Diploma - undefined
01.1997
Skills
Bilingual (English/Spanish)
25 Years Customer Service Experience
Banking Operations & Compliance
Account Management
Relationship Building
Cash Handling & Transaction Processing
Attention to Detail
Strong Communication Skills
Adaptable & Quick Learner
Certification
NMLS Certified
Timeline
Associate Personal Banker
Wells Fargo
10.2010 - 04.2026