Rosy Medrano
Richmond,TX
Summary
Hardworking and passionate with strong organizational skills. Decisive leader with great customer service and multitasking skills developed over 10+ years of experience.
Eager to learn and assist in the branch, ready to help you achieve excellence.
Overview
12
12
years of professional experience
Work History
Personal Banker
Wells Fargo
04.2023 - Current
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Expanded client base by promoting new financial products.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
- Verified customer identity and reviewed documentation for accuracy.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Lead Teller
Wells Fargo
12.2021 - 04.2023
- Managed daily bank operations by processing customer transactions and providing exceptional customer service.
- Introduced customers to other bank team members to help meet financial needs.
- Enforced compliance with bank regulations and policies to reduce financial risks.
- Replenished ATM funds in empty canisters prior to validation process.
- Assisted in training new tellers to ensure a consistent level of excellent service across the team.
- Supported branch management in conducting audits, demonstrating attention to detail while verifying transactional records for accuracy.
Lead Teller
Wells Fargo
07.2013 - 09.2020
- Recognized and prevented fraudulent activities and suspicious transactions.
- Mentored and trained new tellers on bank procedures and customer service standards.
- Completed highly accurate, high-volume money counts.
- Enforced compliance with bank regulations and policies to reduce financial risks.
- Identified potential needs through observation, questioning, and listening.
- Assisted customers with banking needs and inquiries.
- Maintained friendly and professional customer interactions.
Associate
Coach
11.2011 - 06.2013
- Greeted customers and offered assistance for increased customer satisfaction.
- Maintained relationships with customers to maximize sales opportunities.
- Engaged in friendly conversation with customer to better uncover individual needs.
- Managed efficient cash register operations.
- Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
- Listened to customer needs and desires to identify and recommend optimal products.
Education
Associate of Arts -
Houston Community College
Houston, TX05.2027
Skills
- Banking Policies and Procedures
- Relationship Building
- Fraud Prevention
- Customer Satisfaction
- Positive Attitude
- Time Management
- Effective Communication
- Organizational Skills
- Attention to Detail
- Relationship Building and Management
Languages
Spanish
Native or Bilingual
Timeline
Personal Banker
Wells Fargo
04.2023 - Current
Lead Teller
Wells Fargo
12.2021 - 04.2023
Lead Teller
Wells Fargo
07.2013 - 09.2020
Associate
Coach
11.2011 - 06.2013
Associate of Arts -
Houston Community College
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