RUBEN SERNA
San Antonio,TX
Summary
Self-motivated banking professional offering strong communication and quick thinking skills. Works productively on teams as well as independently in fast-paced environments. Consistently positive and friendly Teller committed to reaching business goals. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
11
11
years of professional experience
Work History
Branch Operations Coordinator
Wells Fargo & Company
San Antonio, TX
02.2024 - Current
- Trained new branch Team Members on operational processes and procedures.
- Managed daily cash flow activities including deposits, withdrawals, transfers.
- Ensured that all documents are properly filed according to company policies and procedures.
- Performed regular audits of branch activities to identify areas of improvement.
- Handled incoming calls from customers seeking assistance or information about services offered by the bank.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Teller Associate Spanish Bilingual
Wells Fargo
San Antonio, TX
08.2021 - Current
- Assisted customers by phone and in person by answering banking questions and recommending solutions.
- Processed sales transactions to prevent long customer wait times.
- Researched account information regarding loans and deposits.
- Counted drawers and reconciled remaining cash to accost for deposits and dispersals.
- Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
- Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
- Delivered exceptional service to customers in person or over telephone.
- Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.
- Adhered to financial services security and audit procedures.
Assitant Branch Manager
Woodforest Bank
San Antonio, TX
09.2020 - 08.2021
- Monitored daily operations and supported Branch Manager in necessary duties.
- Supervised ranch personnel and operations in absence of branch manager, keeping operations and workflows running smoothly.
- Worked with regulatory representatives to complete accurate filings and maintain compliance.
- Supervised 4 branch team members and provided management with suggestions regarding performance assessments.
- Developed strategy to achieve target sales goals.
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
- Established and built customer relationships through targeted outreach and initiatives.
Personal Banker Spanish Bilingual
Wells Fargo
San Antonio, TX
03.2018 - 09.2020
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Followed operational standards, promoting security, risk management and compliance.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Executed wire transfers of funds in compliance with banking best practices.
- Approached prospective clients through emails and cold calling to consistently meet sales targets.
- Received mortgage and other loan payments by verifying payment dates and amounts due.
Lead Operations Specialist
Chase Bank
Ephrata, WA
06.2014 - 03.2018
- Supervised production efforts and completed various quality control procedures.
- Oversaw implementation of procedures, goals and objectives within operations.
- Developed action plans based on analysis findings and implemented solutions.
- Performed audits
- vault audits
Education
High School Diploma -
Bachillerato Tec # 1
Colima,Mexico07.1999
Some College (No Degree) -
Truckee Meadows Community College
Reno, NVSkills
- Bilingual in Spanish
- Risk Management Evaluation Background
- Excellent Communication Skills
- Safe and Vault Operation
- Problem Solving
- Relationship Building
- Customer Service-Oriented
- Fast Learner
Additional Information
I have a passion for helping others , I like to volunteer at the habitat for humanity. I am a animal lover and wish I could save every animal from being mis treated. Humane society is one of my favorite places to visit and volunteer. Community gardens are always a nice place to plant some veggies for the people in need of food.
Timeline
Branch Operations Coordinator
Wells Fargo & Company
02.2024 - Current
Teller Associate Spanish Bilingual
Wells Fargo
08.2021 - Current
Assitant Branch Manager
Woodforest Bank
09.2020 - 08.2021
Personal Banker Spanish Bilingual
Wells Fargo
03.2018 - 09.2020
Lead Operations Specialist
Chase Bank
06.2014 - 03.2018
High School Diploma -
Bachillerato Tec # 1
Some College (No Degree) -
Truckee Meadows Community College
Similar Profiles
Angel Quintero JrAngel Quintero Jr
Senior Control Management Specialist (SAVP) at Wells Fargo & CompanySenior Control Management Specialist (SAVP) at Wells Fargo & Company
Eva FloresEva Flores
Bank Teller at Wells Fargo & CompanyBank Teller at Wells Fargo & Company
Martha VivasMartha Vivas
Personal Banker at Wells Fargo & CompanyPersonal Banker at Wells Fargo & Company