Sylvia Ballesteros
Rural Hall,NC
Summary
Dynamic Branch Operations Coordinator at Wells Fargo with a proven track record in enhancing customer satisfaction and streamlining processes. Bilingual in English and Spanish, I excel in problem-solving and cash handling, leading cross-functional teams to achieve operational efficiencies and optimize resources, resulting in significant improvements in service delivery.
Overview
13
13
years of professional experience
Work History
Branch Operations Coordinator
Wells Fargo
08.2024 - Current
- Conducted regular audits to ensure compliance with company policies and industry regulations.
- Led cross-functional teams on special projects that resulted in process improvements and increased efficiencies across the organization effectively.
- Managed branch budget, optimizing resources to achieve financial goals.
- Utilized software systems to record progress of various tasks.
- Coordinated staff scheduling, ensuring adequate coverage during peak hours and holidays.
- Oversaw inventory management, reducing waste and maintaining optimal stock levels.
- Collaborated with other branches to share best practices and improve overall operational performance.
- Coordinated and maintained meeting notes and cross-functional marketing.
- Prepared project documentation for branch teams.
- Organized office operations and procedures.
- Spearheaded initiatives geared towards cost reduction measures while maintaining quality standards.
- Enhanced customer satisfaction through effective communication and prompt resolution of issues.
- Effectively managed risk by implementing strategies aligned with corporate guidelines.
- Improved branch efficiency by streamlining processes and procedures for daily operations.
- Facilitated timely resolution of customer complaints, enhancing client satisfaction rates significantly over time.
- Mentored junior staff members, contributing to their professional growth within the company substantially.
- Built rapport with clients by consistently providing exceptional service leading to repeat business.
- Maintained friendly and professional customer interactions.
- Complied with regulatory guidelines and requirements.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
- Established internal audit procedures to validate and improve accuracy of financial reporting.
Mary Kay Consultant
Mary Kay
03.2019 - 12.2024
- Identified client needs and recommended products based on preferences and requirements.
- Processed product purchases and payments, coordinating packaging, inventory management and varying customer requests simultaneously.
- Promoted additional products and services to increase sales numbers and revenue.
- Maintained sales goal of $800-$1,000 per week.
- Built a clientele portfolio of over 50 clients
- Keeping inventory and restocking monthly to secure the weekly sales goal.
- Attended weekly unit meetings to stay up to date with the newest products and promotions.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Cultivated customer loyalty, promoted repeat business and improved sales.
- Developed community reputation through commitment to customer satisfaction and strong client relationships.
Teller
Wells Fargo
10.2022 - 07.2024
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Improved customer satisfaction by providing efficient and accurate transaction processing.
- Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
- Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
- Demonstrated adaptability during peak business hours by multitasking and prioritizing tasks to maintain efficiency and quality of service.
- Educated customers on use of banking website and mobile apps.
- Maintained up-to-date knowledge of bank products, services, promotions, policies, regulations to better assist customers with their financial needs.
- Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
- Supported team members in achieving branch goals through collaboration, communication, and shared responsibilities.
- Monitored and reported suspicious activity in line with bank security policies.
- Provided training to new tellers on bank procedures, systems, and customer service best practices.
- Enhanced fraud detection efforts by vigilantly identifying suspicious activities and transactions.
Home Childcare Provider
Self Employed Services
08.2021 - 10.2022
- Maintained effective schedule balance between rest periods, active play and instruction.
- Created safe and engaging learning environment for groups of diverse children with various learning styles.
- Managing budgets and finances.
- Set and enforced rules to maintain children's safety and created welcoming, caring environments for all children.
- Handled daily administrative tasks efficiently to minimize time away from children.
- Implementing excellent customer service on a daily basis.
Children's Ministry Director
Volunteer Oasis Church
11.2021 - 05.2022
- Recruited and trained volunteers and staff in care of children and facility procedures.
- Created and maintained safe and nurturing environment for children.
- Prepared, coordinated and distributed information about monthly schedule of activities and classes.
- Analyzed revenue and program cost data to determine budget priorities.
- Evaluated and introduced age-appropriate materials for children and contoured it to lesson plans.
- Supervised children from ages 6 months to 12 years.
- Worked with directors and board members to develop lesson plans and special events for children.
Home Maker
Self-employed
02.2013 - 08.2021
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Resolved problems, improved operations and multi tasked to maintain organization.
- Used coordination and planning skills to achieve results according to schedule.
- Developed excellent listening and communication skills.
- Handled conflict while remaining calm.
- Developed daily, weekly and monthly planning of activities and duties.
- Followed a budget plan that included every area of responsibility.
- Maintained energy and enthusiasm in our fast-paced environment.
Bank Teller
Wells Fargo
10.2012 - 02.2013
- Built customer relationships by leveraging excellent interpersonal and communication skills.
- Balanced cash drawer and resolved discrepancies.
- Logged cashier's checks and other transactions to maintain accurate account records.
- Audited fellow teller currency to contribute to dual-control procedures.
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Learned about customer's financial needs, established trust and optimized sales opportunities to deliver quality customer service.
- Educated customers on use of banking website and mobile apps.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Counted and packaged currency and coins.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Education
Certificate - Medical Assisting
Pima Medical Institute
Tucson, AZSkills
- Excellent Customer Service
- Bilingual: English/ Spanish speaking and writing
- Active Listening
- Multitasking Abilities
- Cash Handling
- Interpersonal Communication
- Organization and Time Management
- Self-Motivated
- MS Office
- Problem-Solving
- Good Telephone Etiquette
- Teamwork and Collaboration
Timeline
Branch Operations Coordinator
Wells Fargo
08.2024 - Current
Teller
Wells Fargo
10.2022 - 07.2024
Children's Ministry Director
Volunteer Oasis Church
11.2021 - 05.2022
Home Childcare Provider
Self Employed Services
08.2021 - 10.2022
Mary Kay Consultant
Mary Kay
03.2019 - 12.2024
Home Maker
Self-employed
02.2013 - 08.2021
Bank Teller
Wells Fargo
10.2012 - 02.2013
Certificate - Medical Assisting
Pima Medical Institute
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