Hi, I’m
Sirena Franco
San Tan Valley,AZ
Summary
Meticulous and systematic Administrative Assistant skilled in organizing, planning and managing daily clerical needs. Bringing solid expertise in coordinating documents, reports and records, handling correspondence and managing deliveries. Skilled in oral and written communication, team leadership and relationship-building.
Overview
12
years of professional experience
Work History
Wells Fargo BankChandler, AZ
Senior Portfolio Execution Specialist
07.2022 - 09.2023
Job overview
- Provided administrative support to the five relationship managers, including scheduling meetings ,managing calendars, answering calls and emails externally and internally.
- Reviewed and analyzed financial statements of clients to ensure accuracy and compliance with regulatory requirements.
- Worked closely with senior managers to provide timely updates about client portfolios.
- Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
- Evaluated complex financial information from multiple sources to make sound recommendations.
- Managed portfolio performance by monitoring changes in markets, client objectives, and risk tolerance levels.
- Analyzed complex financial information to offer recommendations to management, driving decision-making.
- Prepared loan documents, such as promissory notes and collateral agreements.
- Performed background checks on potential borrowers to verify identity and financial stability.
- Generated weekly reports summarizing new loans issued, outstanding balances, delinquencies.
- Performed risk assessments to identify areas of non-compliance and potential risks.
- Checked adherence to federal and state regulatory requirements by performing quality control reviews of loan packages.
Wells Fargo BankChandler, AZ
Relationship Associate II
01.2017 - 07.2022
Job overview
- Provided Administrative support to eight Relationship Managers.
- Provided assistance in resolving client issues, including reviewing account information and making recommendations.
- Maintained accurate records of all customer interactions, transactions, inquiries, and complaints.
- Achieved client loyalty through quality, productivity, service and proactive management.
- Assisted with the preparation of reports, presentations, and spreadsheets.
- Prepared invoices, expense reports, memos, letters, and other documents using Microsoft Office Suite applications.
- Processed incoming mail on a daily basis and responded to inquiries from internal and external customers in a timely manner.
- Ordered office supplies as needed to maintain adequate inventory levels.
- Assisted customers in completing loan applications accurately and efficiently.
- Processed payments on existing loans, including principal and interest calculations.
- Monitored the status of delinquent accounts, contacting customers when necessary.
Wells Fargo BankScottsdale, AZ
Service Manager 2
01.2016 - 01.2017
Job overview
- Conducted regular team meetings to discuss customer feedback, process improvements, and operational objectives.
- Developed and implemented customer service policies to ensure efficient operations of the branch.
- Ensured compliance with banking regulations and internal procedures.
- Initiated sales campaigns to increase deposits and loan products in the branch.
- Supervised a team of 15 staff members to ensure quality customer service.
- Monitored daily activities within the branch including cash flow management, teller transactions, account openings and closings.
- Resolved customer complaints promptly and efficiently while ensuring excellent customer service standards.
- Organized training sessions for new employees on proper banking procedures and regulations.
- Managed the day-to-day operations of the branch including scheduling, staffing, budgeting.
- Facilitated weekly meetings with senior management personnel from other branches to share best practices.
- Received internal audit score of 99%.
Wells Fargo BankMesa, AZ
Service Manager 1
01.2015 - 01.2016
Job overview
- Proven ability to exceed branch goals, team goals, and individual goals while exceeding quality and customer experience
- Possess in-depth knowledge about products and service, modeled behavior, coach the team to success, and use initiative and good judgement to manage the branch budget and lead the branch to achieve projected results.
- Conducted regular meetings with employees to discuss goals and performance issues.
- Monitored daily activities within the branch including cash flow management, teller transactions, account openings and closings.
- Managed the day-to-day operations of the branch including scheduling, staffing, budgeting.
- Managed service staff to ensure customer satisfaction and compliance with company policies.
- Monitored service performance metrics to identify areas of improvement.
- Conducted regular team meetings to discuss customer feedback, process improvements, and operational objectives.
- Prepared or maintained employment records using human resources management system software.
Wells Fargo BankApache Junction, AZ
Personal Banker
01.2014 - 01.2015
Job overview
- Exceeded challenging sales and referral goals by proactively selling products and services to customers and referring customers to other areas of the bank
- Developed and maintained relationships with Wells Fargo partners to maximize sales opportunities.
- Conducted account openings and closings for clients.
- Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
- Responded promptly to customer emails, phone calls and requests for information.
- Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
- Processed loan applications according to established guidelines.
Wells Fargo BankApache Junction, AZ
Lead Teller
01.2013 - 01.2014
Job overview
- Managed a team of tellers and ensured proper training on all banking policies and procedures.
- Monitored daily cash levels in the vault and reconciled discrepancies.
- Reviewed customer account information to verify accuracy and resolve any outstanding issues.
- Led weekly staff meetings to discuss goals, objectives, and performance metrics.
- Provided ongoing coaching and feedback to tellers on their job performance.
- Processed customer transactions including deposits, withdrawals, transfers, loan payments.
- Ensured adherence to all applicable laws and regulations related to banking operations.
- Audited teller transactions for accuracy prior to submission for processing.
- Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
- Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
Wells Fargo BankApache Junction, AZ
Teller
01.2012 - 01.2013
Job overview
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Verified customers' identification to ensure compliance with laws and regulations.
- Balanced cash drawers on a daily basis.
- Provided exceptional customer service while accurately processing routine transactions.
- Answered customer inquiries regarding bank products and services.
- Cross-sold additional bank products when applicable to meet customer needs.
- Maintained confidentiality of all customer records and information according to company policies.
- Handled large volumes of currency quickly and accurately with zero errors.
- Continuously updated knowledge about banking products, services, policies and regulations.
Education
Queen Creek High School
High School Diploma
Chandler Gilbert Community College
Justice Studies
Skills
- Quality Assurance
- Customer Relations
- Proficient in Microsoft Office Suites, Hogan, Workday
- Management Collaboration
- Process Analysis
- Experience in Leadership
- Office Administration
- Spreadsheet Management
- Expense Reporting
- Workflow Optimization
- Relationship Building
- Branch Operations Management
- Risk Mitigation
- Operational Reports
- Regulatory Understanding
- Compliance Understanding
- Compliance Monitoring
- Quality Control
- Business Relationship Management
- Customer Service
- Staff Recruitment and Hiring
- Decision-Making
Accomplishments
- Service Manager Vision Award, 2016
- Risk Ranger, 2016
- Management Excellence Award, 2015
- Teller Effectiveness, 2015
- Go To Person, 2015
- Personal Banker Vision Award, 2014
- Bank Officer, 2014
- Lead Teller Vision Award, 2013
- Circle Of Stars, 2013
References
- English
- Spanish
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Timeline
Senior Portfolio Execution Specialist
Wells Fargo Bank
07.2022 - 09.2023
Relationship Associate II
Wells Fargo Bank
01.2017 - 07.2022
Service Manager 2
Wells Fargo Bank
01.2016 - 01.2017
Service Manager 1
Wells Fargo Bank
01.2015 - 01.2016
Personal Banker
Wells Fargo Bank
01.2014 - 01.2015
Lead Teller
Wells Fargo Bank
01.2013 - 01.2014
Teller
Wells Fargo Bank
01.2012 - 01.2013
Queen Creek High School
High School Diploma
Chandler Gilbert Community College
Justice Studies
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