Sofia Quiroga
Mesquite
Summary
Dynamic Personal Banker excelling in financial advisement and relationship building. Skilled in financial planning and cash handling, I fostered trust with clients, enhancing their financial portfolios and driving business development. Committed to delivering exceptional service and achieving high customer satisfaction.
Overview
7
7
years of professional experience
Work History
Personal Banker
Wells Fargo
03.2024 - Current
- Ask probing questions and understand customer's needs to provide appropriate products and services.
- Answer customer questions and explain available services such as deposit and savings accounts, certificate of deposit, credit products.
- Assist customers with business banking needs such as setting up accounts or referring to the appropriate department.
- Assist customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Work closely with management to develop techniques to increase branch production and customer service.
- Network to increase client base and encourage existing clients to expand financial portfolios.
- Promote financial products by maintaining excellent service offering knowledge.
- Followed up with customers to gather feedback and provide additional assistance.
- Develop and maintain strong customer relationships to built trust and guidance.
Bank Teller
Wells Fargo
10.2021 - 03.2024
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Bank Teller
Resource One
03.2021 - 10.2021
- Processed customer transactions promptly, minimizing wait times.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Educated customers on use of banking website and mobile apps.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
Bilingual Customer Service Representative
State Farm
11.2018 - 03.2021
- Gained customer trust by providing knowledgeable and accurate information in both English and Spanish.
- Communicated with management when customer issues escalated and worked to find resolutions.
- Identified and responded to customer requests and concerns through email, online chat, and phone for both English and Spanish-speaking customers.
- Met all call quality standards and daily quotas for first-call resolution.
- Reviewed and adjusted customer coverage levels to address, identify, and resolve customer conflicts.
- Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Education
Associate of Science -
Dallas College Eastfield Campus
Mesquite05-2020
Skills
- Financial advisement
- Banking operations
- Relationship building and management
- Employee motivation
- Cash handling
- Business development
- Financial services
- Financial planning
Languages
Spanish
Native or Bilingual
Timeline
Personal Banker
Wells Fargo
03.2024 - Current
Bank Teller
Wells Fargo
10.2021 - 03.2024
Bank Teller
Resource One
03.2021 - 10.2021
Bilingual Customer Service Representative
State Farm
11.2018 - 03.2021
Associate of Science -
Dallas College Eastfield Campus
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