Salvador Sotelo
Merced,CA
Summary
20+ year Financial Sector professional. Detail oriented, driven, financial planner and advocate that is highly regarded for specialized excellence in all areas of finance and banking. Exceptional analytical skills, with the ability to examine and understand business needs and deliver comprehensive reports for internal and external groups with strict expectations. Accustomed to managing multiple projects simultaneously in a deadline driven environment. Strong, collaborative skills with experience working within a diverse team environment. Results-oriented sales worker engages with customers to help establish rapport. Proven track record of building customer relationships and successfully closing sales. Committed to delivering exceptional customer service and exceeding sales goals.
Overview
14
14
years of professional experience
Work History
Bilingual Business Advocate
Wells Fargo Bank
01.2012 - Current
- Bilingual Customer Service, Series 6 License FINRA, NMLS Licensed, Underwriter, Loan Processing, Document fact checking, Worked with public state, county and federal entities for asset recovery, Conservatorship, Banking Protocol for asset review and recovery, Community building, Participate in job rotations through various areas of the bank such as Trust, Business Development and Commercial banking to gain larger organizational perspectives
- Developed comprehensive strategies for clients, leading to improved business performance and growth.
- Mentored junior staff members, fostering professional development and skill-building within the team.
- Evaluated potential risks and obstacles for clients, devising tailored solutions to overcome challenges.
- Managed a diverse portfolio of clients across various industries, ensuring their specific needs were met effectively.
- Generated leads through targeted marketing efforts, converting prospects into long-term clients.
- Assisted clients in navigating regulatory requirements and compliance issues, mitigating potential risks in their operations.
- Collaborated closely with internal stakeholders such as legal teams or finance departments to provide well-rounded advice to our clientele.
- Provided timely updates on relevant industry trends or changes in legislation that may impact client businesses.
- Provided guidance and work leadership to less-experienced staff.
- Built relationships with customers and community to promote long term business growth.
Personal Banker/Upper Key Holder/Medallion Financial Notary
Wells Fargo
01.2010 - 01.2012
- Personal and Business Banking Services, Loan Products Cross selling, Product training and coaching for client products, Day to day banking operations, Providing services for over 50 clients per day, Notary Public, Recognized for marketing to existing and prospective clients and centers of influence
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Expanded customer base by consistently meeting referral goals through networking events and community outreach initiatives.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
Education
Associate of Arts - Labor Relations
Los Angeles City College
Los Angeles, CA12.2026
Skills
- Stakeholder engagement
- Customer service
- Emotional intelligence
- Problem solving
- Community Engagement
- Strong Intra/interpersonal skills set
- Collaborative
- Analytical
- Proactive
Core Proficiencies
- Financial Accounting
- Balance Sheets
- Financial Statements
- Business Acumen
- Leadership/Coaching
- Public and Private Sector
- Process Improvement
- Accounts Payable
- Multicultural Competencies
Pages
1, 2
Languages
Spanish
Native or Bilingual
Timeline
Bilingual Business Advocate
Wells Fargo Bank
01.2012 - Current
Personal Banker/Upper Key Holder/Medallion Financial Notary
Wells Fargo
01.2010 - 01.2012
Associate of Arts - Labor Relations
Los Angeles City College
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