Susan Suarez
Woodbridge
Summary
Detail-oriented professional specializing in Banking Operations, offering extensive experience in orchestrating end-to-end processes for core production and client-servicing activities across diverse business sectors. I am actively seeking an opportunity to apply my skills and knowledge, aiming to significantly contribute to the firm's operational efficiency and overall success.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Licensed Banker
Wells Fargo
Current - 02.2020
- Holds Series 6, 63, and life insurance licenses. Proactively handles a diverse client portfolio, addressing financial needs. Adept at working collaboratively within Operations teams to streamline processes and enhance service delivery. Excels in cultivating business-specific expertise and contributing to the growth of the Operations division. Excellent interpersonal, communication, analytical, and problem-solving abilities. Ability to excel in a fast-paced, collaborative environment.
Personal Banker II
Wells Fargo
02.2020 - 01.2016
- Responded to all customer queries and issues after performing appropriate research. Maintained strict confidentiality for all client information. Progressed through roles from Personal Banker I to II, showcasing consistent growth and contribution. Closed numerous loans (2019) and various in partner referrals (2018). Semi-Annual Recognition Champion for Q1, Q2, Q3, and Q4 2018. Service Excellence Nomination Award Recipient in 2017.
Personal Banker I
Wells Fargo
01.2016 - 09.2014
- Upheld bank security policies and procedures in all conducted business. Develop and maintain relationships with partners to maximize opportunities that add value to the customers experience while managing risk. Promoted new account openings and business deposits. Upheld stringent bank security policies and procedures during off site events and represented Wells Fargo as a Business Advocate at NJIT, Rutgers, Essex County College, and NJ Red Bulls for Wells at Work.
Education
Bachelor of Science - undefined
Kean University
Union, NJ05.2017
Skills
- Banking Operations Expertise
- Analytical Skills
- Regulatory Compliance
- Efficient Time Management
- Client Relationship Management in Banking
- Data Analytics for Operations
- Bilingual
- Issue Resolution and Escalation
- Documentation and Reporting
- Continuous Process Improvement
- Collaboration in Cross-Functional Teams
- Strong Understanding of Banking Products and Services
- Proficient in MS Office Applications (Excel, Word, PowerPoint, Outlook)
- FINRA Regulations
- SEC Regulations
- Compliance
Certification
Series 6
Series 63
Life Insurance (Health)
Languages
Spanish
Full Professional
Timeline
Licensed Banker
Wells Fargo
Current - 02.2020
Personal Banker II
Wells Fargo
02.2020 - 01.2016
Personal Banker I
Wells Fargo
01.2016 - 09.2014
Bachelor of Science - undefined
Kean University
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