Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Assistant Branch Manager
Wafd Bank
09.2021 - Current
Assist Branch Manager by working on assigned projects and by making recommendations to improve branch operations and development
Coach and Develop to Drive Results: Assist colleagues in developing their skills and career aspirations
Ensure Friendly and professional customer interactions on team-wide bases.
Collect and analyze clients' financial information to assess eligibility for loans
Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
Established strong relationships with small business owners, earning trust as a reliable financial advisor.
Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
Implemented service improvements to enhance sales cycle.
Trained and developed new team members in alignment with branch service standards and objectives.
Worked closely with the Branch Manager to develop long-term growth plans for the branch, setting ambitious yet attainable goals for the team.
Personal Banker
WaFd Bank
03.2021 - Current
Establish new accounts for high-net-worth individuals and serviced existing accounts to maximize revenue
Expand client base by promoting new financial products
Approach prospective clients through cold calling and emails to meet sales targets
Manage staff in absence of managers
Resolve customer complaints or answer customers' questions regarding policies and procedures
Primary contact for wires, online banking issue/complex issues
Met or exceeded monthly sales goals as Personal Banker
Monitoring of cash balances of all tellers and vault
Function as teller as assigned or needed
Perform vault duties to handle large deposits and distribute currency to coworkers
Ensure branch facility is opened and closed according to proper procedures
Approved checks/deposits up to limit set by bank policy & manager
Customer Service Representative
WaFd Bank
06.2019 - 03.2020
Processed standard teller transactions for customers including servicing clients' accounts, accepting loan payments, managing safe deposit box payments, cashing checks balancing cash drawers, handling night deposits, correcting discrepancies
Primary merchant teller
Balanced ATM
Ordered and received foreign currency
Redeemed U.S
Savings Bonds
Increased debit card limits requested for business accounts and consumers accounts.
Education
Bachelor of Business Administration - Leadership and Management
CWU
06.2015
Associate of Arts and Sciences -
Wenatchee Valley College
06.2012
Skills
Team Management
Adaptability proven ability to learn quickly and adapt to new situations
Relationship building and management
Sales expertise
Goal Oriented
Team Player
Customer Relations
Organized
Bilingual (Spanish and English)
Client Relationship Management
Certification
Nationwide Mortgage Licensing System (NMLS) - November 2021
Timeline
Assistant Branch Manager
Wafd Bank
09.2021 - Current
Personal Banker
WaFd Bank
03.2021 - Current
Customer Service Representative
WaFd Bank
06.2019 - 03.2020
Bachelor of Business Administration - Leadership and Management