Valery Erwin
Indio,CA
Summary
Detail-oriented professional with 8 years of experience in client relations, team leadership, and compliance environments. Skilled in managing sensitive information, supporting operations, and fostering effective communication across diverse teams. Expertise in staff training, onboarding, and scheduling in retail, entertainment, and banking sectors. Seeking to leverage organizational and leadership abilities to drive team and business success.
Overview
11
11
years of professional experience
Work History
Relationship Banker
Bank of America
Palm Desert, CA
10.2023 - Current
- Served as a primary point of contact for customers across a full range of banking needs including account management, financial product recommendations, and mild investment referrals to licensed advisors.
- Informally assumed lead banker responsibilities including supporting branch operations, mentoring junior staff, and stepping in to assist management with day-to-day oversight.
- Coached and supported teammates on banking procedures, customer service best practices, and internal compliance standards.
- Handled escalated customer situations and complex account issues, demonstrating sound judgment and the ability to navigate sensitive matters with professionalism and discretion.
- Collaborated with branch management on staff-related matters including performance conversations and ensuring team alignment with operational and service goals.
Teller
Wells Fargo
Palm Springs, CA
12.2020 - 09.2023
- Coordinated employee scheduling to optimize coverage based on staff availability and business needs.
- Assisted in the training and onboarding of new tellers, providing guidance on transaction procedures, systems, and customer service standards.
- Took on lead teller responsibilities including balancing vault cash, overseeing daily branch cash flow, and supporting branch operations beyond standard teller duties.
- Ensured adherence to internal audit and compliance policies, maintaining detailed records and following strict data privacy protocols when handling sensitive customer information.
Assistant Manager
Cinemark
Rancho Mirage, CA
02.2018 - 03.2020
- Oversaw daily operations including inventory management, shipment receiving, and cash handling procedures beyond standard register duties.
- Directed and supervised floor staff, providing guidance and ensuring smooth day-to-day operations in a high-volume entertainment environment.
- Managed employee scheduling to align staff availability with business needs, optimizing coverage during peak hours.
Sales Associate
Macy's
Palm Desert, CA
11.2015 - 02.2018
- Assisted customers on the sales floor by providing product recommendations and delivering a positive shopping experience in a fast-paced retail environment.
- Executed accurate customer transactions at point of sale, leveraging knowledge of current promotions and store merchandise to improve customer satisfaction.
- Assisted customers with product selection and provided personalized recommendations.
- Maintained store presentation and ensured merchandise was well-stocked and organized.
- Processed transactions accurately using point-of-sale systems and cash handling procedures.
Education
Associate Degree - English
College of the Desert
Palm Desert, CAHigh School Diploma -
Calexico High School
Calexico, CASkills
- Account Management Strategies
- Client relations
- Transaction Processing Accuracy
- Compliance & Regulatory Adherence
- Data Privacy & Confidentiality
- Branch Operations Support
- Team Leadership & Coaching
- Customer Education Initiatives
- Detail-oriented record keeping
- Communication skills
- Conflict resolution
- Microsoft Office Suite
Languages
Spanish, Fluent
Timeline
Relationship Banker
Bank of America
10.2023 - Current
Teller
Wells Fargo
12.2020 - 09.2023
Assistant Manager
Cinemark
02.2018 - 03.2020
Sales Associate
Macy's
11.2015 - 02.2018
Associate Degree - English
College of the Desert
High School Diploma -
Calexico High School