Sandi Huerta
Victoria,TX
Summary
Professional banking specialist with comprehensive understanding of financial products and customer service excellence. Proven ability to assess client needs and offer personalized financial solutions. Valued team collaborator who adapts to changing priorities and consistently achieves results. Skilled in financial advising and client relationship management.
Overview
13
13
years of professional experience
Work History
Personal Banker
Wells Fargo
Victoria, TX
07.2025 - Current
- Utilized strong communication skills during client interactions, resulting in increased trust and long-lasting relationships.
- Building customer relationships by conducting thorough financial needs reviews and offering tailored products specific to customer needs.
- Assisted customers with opening or closing accounts, account maintenance, completing loan or credit card applications, and recommend digital services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
Branch Operations Coordinator
Wells Fargo
01.2024 - Current
- Built rapport with clients by consistently providing exceptional service leading to repeat business.
- Mentored junior staff members, contributing to their professional growth within the company substantially.
- Effectively managed risk by implementing strategies aligned with corporate guidelines.
- Conducted regular audits to ensure compliance with company policies and industry regulations.
Teller
Wells Fargo Bank
01.2022 - Current
- Executed daily transactions, ensuring compliance with bank policies and maintaining customer confidentiality.
- Provided exceptional customer service by actively listening to client needs and offering appropriate banking solutions.
- Maintained accurate records of customer transactions and account activities to support effective account management.
- Facilitated cross-selling opportunities by identifying customer needs and referring them to relevant financial products.
Bookkeeper
H-E-B
04.2017 - 12.2021
- Performed daily bank reconciliations, ensuring accurate financial records and timely identification of discrepancies.
- Maintained organized financial records, ensuring easy retrieval and compliance with company policies.
- Reviewed financial reports weekly, identifying trends and variances to support management decisions.
- Conducted regular audits of financial transactions, ensuring compliance with internal controls and regulations.
Personal Banker III
First Convenience bank
05.2013 - 04.2017
- Provided clients with expert guidance on various financial products, enhancing their understanding of available options.
- Collaborated with team members to streamline account setup processes, improving efficiency and customer experience.
- Conducted regular reviews of client accounts to identify potential needs for additional services and products.
Education
High School Diploma -
Victoria East High
Victoria, TxSkills
- Relationship building
- Branch operations
- Customer service
- Banking
Timeline
Personal Banker
Wells Fargo
07.2025 - Current
Branch Operations Coordinator
Wells Fargo
01.2024 - Current
Teller
Wells Fargo Bank
01.2022 - Current
Bookkeeper
H-E-B
04.2017 - 12.2021
Personal Banker III
First Convenience bank
05.2013 - 04.2017
High School Diploma -
Victoria East High