Sarah L Gaona
Kemp,TX
Summary
Offering strong foundation in customer service and genuine interest in financial services, eager to learn and develop. Delivers attention to detail and accuracy in handling financial transactions while ensuring compliance with bank policies.
Overview
11
11
years of professional experience
Work History
Associate Personal Banker
Wells Fargo Bank, N.A.
09.2024 - Current
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
Teller
Wells Fargo Bank, N.A.
08.2024 - 09.2024
- Cash handling and attention to identify potential fraud while taking appropriate action for loss prevention
- Interactions with customers completing transactions, build relationships, and demonstrate care
- Identify resolution to customer issues regarding overdrafts
- Escalate risks and exercises judgement to correlate with policies and procedures
- Support customers sharing digital solutions and introductions to bankers
- Perform Notary services
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
Associate Personal Banker
Wells Fargo Bank, N.A.
10.2021 - 08.2024
- Focus on customer service while handling complex transactions
- Proficient with proactively building relationships between customers and partners
- Ability to interact with integrity along following policies and procedures
- Identify resolution to fraudulent cases, loan applications, and fees
- Assisting customers succeed financially by introductions to new products, education through mobile banking or introductions to additional team members
- Experience engaging with customers through outreach phone calls or emails
- Maintain cash drawer and cash handling, balancing, risk management
- Perform Notary services and SAFE registration
Licensed Massage Therapist / Cosmetologist
Ellis County Medical Associates -Med Spa
06.2014 - 03.2020
- Head LMT, various modalities
- Pedicure and manicure tech
- Performing facial, basic & hydrofacial certified, waxing
Education
Skills
- Relationship building
- Branch operations
- Customer satisfaction
- Positive attitude
- Fraud prevention
- Relationship building and management
- Interpersonal skills
Timeline
Associate Personal Banker
Wells Fargo Bank, N.A.
09.2024 - Current
Teller
Wells Fargo Bank, N.A.
08.2024 - 09.2024
Associate Personal Banker
Wells Fargo Bank, N.A.
10.2021 - 08.2024
Licensed Massage Therapist / Cosmetologist
Ellis County Medical Associates -Med Spa
06.2014 - 03.2020
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