Rubi Gongora
Spring,TX
Summary
Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
3
3
years of professional experience
Work History
Personal Banker
Wells Fargo & Company
Spring , TX
12.2023 - Current
- Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
Receive direction from managers and exercise judgement within defined policies and procedures
Develop understanding of bank products and services to connect to customers' needs
Interact with customers to demonstrate care and build relationships
Provide appropriate options for bank products and services to customer
Refer customers' financial needs to other bankers and partners as needed
Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
Teller
Wells Fargo & Company
Raleigh, NC
09.2021 - Current
- Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
- Complete operational activities while minimizing risks under established policies
- Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
- Identified fraudulent activity or suspicious behavior immediately reported it to management.
- Continuously updated knowledge about banking products, services, policies and regulations.
- Balanced cash drawers on a daily basis.
- Trained employees on cash drawer operation.
- Receive direction from managers and exercise judgment within defined policies and procedures
- Escalate questions and issues to more experienced roles
- Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
- Identify information and services to meet customers financial needs
Education
Some College (No Degree) -
Durham Performance Learning Center
Durham, United StatesSkills
- Strong Sense of Banking Ethics
- Currency and Coin Counter
- Exceptional Customer Service
- Excellent Communication Skills
- Bilingual
- Honest and Ethical
- Problem Solving
- Account Services
- Branch operations
- Cash vault audit
- Teller Support
Timeline
Personal Banker
Wells Fargo & Company
12.2023 - Current
Teller
Wells Fargo & Company
09.2021 - Current
Some College (No Degree) -
Durham Performance Learning Center
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