Valeria Salinas
Baytown,TX
Summary
Relationship-building skilled personal banker with an effective background in the financial services industry. Noted for strong client service skills, ability to assess customer needs and tailor banking solutions accordingly. Establishing long term client relationships, and contributing to business growth. Committed to maintaining up-to-date knowledge on banking products, trends, and regulations.
Overview
3
3
years of professional experience
Work History
Roving Personal Banker
Wells Fargo
Pasadena, Texas
09.2023 - Current
- Developed relationships with customers by providing exceptional service.
- Provided guidance on how best to utilize online banking tools for maximum benefit.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
- Advised customers on various financial products available from the bank.
- Used product knowledge and abilities to execute consumer loans and other services.
- Partnered with payroll, merchant, mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Teller & Personal Banker
Woodforest Bank
Baytown, Texas
06.2022 - 09.2023
- Provided customer service to clients, including answering questions and resolving issues.
- Analyzed customer credit data and other financial information to identify solutions that aligned with customer needs.
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
- Identified opportunities to refer customers to other areas of the bank for additional services.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
Education
Associate of Arts -
Lee College
Baytown, TX05-2026
Sterling High School
Baytown, TX05-2020
Skills
- Relationship building and management
- Rapport building
- Follow-up strategies
- Digital banking tools
- Team collaboration
- Interpersonal skills
- Banking regulations
Accomplishments
- Wells Fargo MVP 2024
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Timeline
Roving Personal Banker
Wells Fargo
09.2023 - Current
Teller & Personal Banker
Woodforest Bank
06.2022 - 09.2023
Associate of Arts -
Lee College
Sterling High School
Similar Profiles
PATRICIA M. SCHERERPATRICIA M. SCHERER
Regional Bank Private Banker II at Wells Fargo Bank / Wells Fargo AdvisorsRegional Bank Private Banker II at Wells Fargo Bank / Wells Fargo Advisors
Andrew S. HollenbachAndrew S. Hollenbach
Collateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NACollateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NA
Laxmikanth ChittampallyLaxmikanth Chittampally
Senior Operational Processor at Wells Fargo India Solution PVT Ltd, Wells FargoSenior Operational Processor at Wells Fargo India Solution PVT Ltd, Wells Fargo
Mayank OberoiMayank Oberoi
Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)
Elizabeth SantillanElizabeth Santillan
Member Service Representative at Community Resource Credit UnionMember Service Representative at Community Resource Credit Union