Soany Chirinos
San Antonio
Summary
Dynamic banking professional with a proven track record at Wells Fargo, excelling in banking relationship management and cash oversight. Adept at preventing fraud and enhancing customer satisfaction through strategic planning and exceptional service. Recognized for developing strong client relationships and effectively analyzing performance to drive operational success.
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
5
5
years of professional experience
Work History
Personal Roving Banker
Wells Fargo Bank
05.2024 - Current
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
- Educated customers on features and benefits of banking products and services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
- 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.
Associate Customer Service Representative
WELLS FARGO
03.2020 - 05.2024
- Responded to customer requests for products, services, and company information.
- Maintained clean and orderly checkout areas by mopping floors, emptying trash cans and wiping down surfaces.
- Resolved complex calls, tool and service delivery issues revealed by statistical reports.
- Met customer call guidelines for service levels, handle time and productivity.
- Enhanced productivity levels by anticipating needs and delivering outstanding support.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
- Responded proactively and positively to rapid change.
Education
High School Diploma -
Oliver Wendell Holmes
San Antonio Texas Skills
- Banking relationship management
- Cash oversight
- Consumer banking
- Commercial banking
- Due diligence
- Developing work schedules
- Strategic planning
- Analyzing performance
- Business structure planning
- Financial institution regulations
- Dual control vaults
Languages
Spanish
Full Professional
Timeline
Personal Roving Banker
Wells Fargo Bank
05.2024 - Current
Associate Customer Service Representative
WELLS FARGO
03.2020 - 05.2024
High School Diploma -
Oliver Wendell Holmes
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