Vanessa Guzman
Rio Rancho,NM
Summary
Dynamic professional with a proven track record at Wells Fargo, excelling in credit assessment and fostering team communication. Spearheaded initiatives to enhance client satisfaction and profitability, leveraging expertise in business development and detail-oriented portfolio management. Demonstrated success in improving operational strategies and client relations, underpinned by a strong foundation in underwriting and service sales.
Overview
10
10
years of professional experience
Work History
Business Banker
Wells Fargo
11.2022 - Current
- Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
- Reviewed deposit profitability analysis and outlined strategies to bring unprofitable accounts back to productive status.
- Maintained up-to-date knowledge of competitors' products.
- Worked with borrowing clients to procure updated financial information on ongoing basis.
Operations Manager
Wells Fargo
02.2015 - 11.2022
- Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines.
- Identified and resolved unauthorized, unsafe, or ineffective practices.
- Developed and implemented strategies to maximize customer satisfaction.
- Directed initiatives to improve work environment, company culture or overall business strategy.
- Led hiring, onboarding and training of new hires to fulfill business requirements.
Education
High School Diploma -
Socorro High School
No Degree -
Pima Medical Institute
Skills
- Credit assessment
- Deal structuring
- Teller support
- Underwriting expertise
- Client interviewing
- Portfolio management
- Detail-oriented
- Service sales
- Business development
Timeline
Business Banker
Wells Fargo
11.2022 - Current
Operations Manager
Wells Fargo
02.2015 - 11.2022
High School Diploma -
Socorro High School
No Degree -
Pima Medical Institute
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