Valerie Saucedo
Banking
Rancho Cucamonga,CA
Summary
To obtain a position with a reputable organization, where I positively contribute to a team environment and utilize my analytical and business experience to the fullest. Results-focused Private Banker offering resourcefulness, work ethic and expertise in all areas of banking. Highly polished and driven individual with advanced understanding of sales, customer relations and goal planning.
Overview
4
4
years of post-secondary education
8
8
years of professional experience
Work History
Wealth Management Banker
US Bank NA
Upland, CA
01.2020 - Current
- Continually building a network of internal and external partners to further enhance my clients experience and meeting my clients needs.
- Manage credit and deposit relationships with complex high net worth clients
- Address key client queries and resolve them in an expedited manner, promoting sustained revenue growth through client retention and the leveraging of related business opportunities
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
Private Client Associate
US Bank NA
Upland, CA
07.2017 - 01.2020
- Oversee portfolio transactions and create and distribute standard and customized client reports Interact with clients, supporting all aspects of their servicing needs related to the management of their relationship.
- Researching client inquiries and managing follow up communication and materials.
- Anticipate the needs of others in order to ensure their seamless and positive experience.
- Ability to manage multiple assignments simultaneously and work with deadlines while maintaining accuracy.
- Provide excellent communication and organizational skills necessary for day to day relationship management with both internal and external clients and partners.
Licensed Personal Banker II
Wells Fargo Bank, N.A
Montclair, CA
04.2013 - 07.2017
- Provide and Maintain High Level of Customer Service to ensure customers are satisfied with our service but also help them succeed financially.
- Maintain Portfolio with Over $1 Million in New Investments Use extensive critical thinking to analyze client issues while working within strict compliance and risk management guidelines.
- Educate and recommend client's consumer banking, business, and credit solutions beneficial to their needs.
- Expert knowledge of credit products including credit cards, residential mortgage products and securities based loans, high net worth lending products and commercial credit.
Education
Diploma - General Education
Pomona Catholic High School
08.2003 - 06.2007
No Degree - Business Finance
University Of Arizona
Tucson, AZ 10.2020 - Current
Skills
Critical thinkingCustomer ServiceMS OfficeOrganizational skillsStrong Organizational SkillsRelationship managementRisk management
Bilingual in Spanish
Time ManagementWritten Communication SkillsWork Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Additional Information
- OTHER EXPERIENCE FINRA Licenses – May 2015 , Series 6 – Investment Company Products/Variable Contracts Limited Representative Series 63 – General Securities Representative CA Life Insurance Agent – May 2015 License #0K27079 Notary Public- Commission #2119737
Quote
It is never too late to be what you might have been.
George Eliot
Timeline
No Degree - Business Finance
University Of Arizona
10.2020 - Current
Wealth Management Banker
US Bank NA
01.2020 - Current
Private Client Associate
US Bank NA
07.2017 - 01.2020
Licensed Personal Banker II
Wells Fargo Bank, N.A
04.2013 - 07.2017
Diploma - General Education
Pomona Catholic High School
08.2003 - 06.2007