Shelley Martinez
Moreno Valley,CA
Summary
Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting targets. Well-versed in industry regulations and asset protection strategies. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
12
12
years of professional experience
Work History
Personal Banker
Wells Fargo
Anaheim Hills, CA
03.2024 - 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
- Expanded client base by promoting new financial products
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery
- Followed up with customers to gather feedback and provide additional assistance.
Teller Associate
Wells Fargo
Tustin, CA
03.2019 - 03.2024
- Disbursed cash and checks accurately while maintaining security of cash drawers
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates
- Maintained accurate records of customer transactions in line with bank procedures
- Processed customer transactions promptly, minimizing wait times
- Monitored and reported suspicious activity in line with bank security policies
- Handled various accounting transactions
- Counted, verified and handled bank deposits and armored car transactions
- Executed wire transfers, stop payments and account transfers
- Educated customers on online banking and mobile banking applications
- Trained new hires on customer service policies and procedures.
Implementation Specialist
Wells Fargo
Rancho Cucamonga, CA
09.2016 - 06.2018
- Delivered exceptionally high level of professionalism and support to each client, upholding company's commitment to service
- Aided senior leadership in authoring data capturing reports to identify issues and determine solutions
- Respond to impound/ lien notifications within the allotted time frame (state specific) worked with city courts, contracted towing facilities , DMV, and other agencies concerning a variety of impound questions and issues
- Reviewed and processed accounts that charged off and needed to be assigned for repossession , research things such as payment information, military status and state laws
- Negotiate fees when needed to obtain Wells vehicles back from tow facilities
- Train new employees
Repo Admin- Operation Processor 2
Wells Fargo
Rancho Cucamonga, CA
05.2012 - 09.2016
- Checked records for accuracy and completeness, and corrected errors
- Processed and scanned files into electronic databases
- Operated telephone systems to answer and route incoming calls along with taking and delivering messages
- Proven ability to learn quickly and adapt to new situations
- Worked well in a team setting, providing support and guidance
- Worked effectively in fast-paced environments
- Excellent communication skills, both verbal and written
- Organized and detail-oriented with a strong work ethic
- Daily scrub on vehicles that were passed due and needed to be assigned for repossession
- Reviewed title and credit bureau inquires
- Assigned vehicles out for repossession
- Reviewing accounts that charged off (delinquent)
Education
High School Diploma -
Eisenhower Senior High School
CA, 92865Skills
- Client Relationship Management
- Positive Attitude
- Customer Service
- Customer Satisfaction
- Cash Handling
- Fraud prevention
- Attention to Detail
- Relationship building and management
- Banking Policies and Procedures
- Account Maintenance
- Transaction Processing
- Teller Support
Timeline
Personal Banker
Wells Fargo
03.2024 - Current
Teller Associate
Wells Fargo
03.2019 - 03.2024
Implementation Specialist
Wells Fargo
09.2016 - 06.2018
Repo Admin- Operation Processor 2
Wells Fargo
05.2012 - 09.2016
High School Diploma -
Eisenhower Senior High School