Vanessa Sosa
Miami,FL
Summary
Confident Personal Banker professionally handling complaints and problems to build customer loyalty. Skilled at presenting financial products to customers. Solid knowledge of personal banking practices and regulations.
Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
7
7
years of professional experience
Work History
Personal Banker
Wells Fargo
Miami, FL
12.2022 - Current
- Responded promptly to customer queries and complaints to find solutions.
- Participated in training sessions regarding new banking products or services.
- Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
- Cultivated relationships with partners to fulfill or provide appropriate referrals for clients.
- Followed operational standards, promoting security, risk management and compliance.
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
- Provided guidance on how best to utilize online banking tools for maximum benefit.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
Teller
Wells Fargo
Miami, FL
04.2018 - 12.2022
- Handled cash transactions.
- Team Leadership.
- Opening and closing procedures.
- Building customized solutions.
- Review and process teller transactions.
- Good communication skills.
- Continuously updated knowledge about banking products, services, policies and regulations.
- Adhered strictly to all security procedures related to handling money at the teller window.
Education
Bachelor of Science - Biology
UPEL
Venezuela06-2007
Skills
- Customer service
- Risk assessment
- Financial Planning
- Problem-solving
- Relationship building
- Online banking tools
- Product knowledge
- Team leadership
- Cash handling
- Operational standards
- Referral development
- Follow-up processes
- Communication skills
- Banking procedures
- Critical thinking
- Written communication
Timeline
Personal Banker
Wells Fargo
12.2022 - Current
Teller
Wells Fargo
04.2018 - 12.2022
Bachelor of Science - Biology
UPEL