Victoria Flores
San Jose,CA
Summary
Banking professional with 13+ years of experience. Thorough knowledge of operations and regulatory requirements, as well as experienced supervising and mentoring employees. Proven sales track record and demonstrated risk management ability.
Overview
15
15
years of professional experience
Work History
Personal Banker III
Luther Burbank Savings
San Jose, CA
10.2021 - Current
- Assist in business development by coordinating with branch manager and providing guidance to subordinate bankers to ensure adherence to policies and regulations
- Promoted financial products by maintaining excellent service offering knowledge.
- Lead community relations or business development initiated in community designed to cultivate new business relationships and increase profitability
- Develop trusting relationship with client, while taking action to reduce fraud exposure in its earliest stages
Personal Banker II
Wells Fargo & Company
San Jose , CA
10.2013 - 10.2021
- Asses Financial Need Analysis with High Value Clients to satisfy banking needs with emphasis in lending
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Worked with internal business partners to cross-sell mortgage, business banking relationships and commercial services
- Awarded top performer 2016
Business Specialist
Wells Fargo & Company
San Jose , CA
06.2012 - 10.2014
- Having a proactive and disciplined approach to identify and expand new businesses
- Conducted research to identify customer needs.
- Consistently built long-term relationships with existing and new customers.
- Working with internal business partners to cross-sell business banking relationships, payroll services, merchant services, business lines/loan, commercial lending & automobile loans
Personal Banker
Wells Fargo & Company
San Jose, CA
10.2009 - 02.2012
- Conducted financial needs analysis and recommending appropriate products to meet client needs
- Performed compliance testing following federal and state banking regulations
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
Administrative Assistant
Cal Coast Lending Real Estate Services
Watsonville, CA
06.2008 - 10.2009
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Executed record filing system to improve document organization and management.
- Scheduled office meetings and client appointments for staff teams.
- Sorted and distributed office mail and recorded incoming shipments for corporate records.
Education
Associate of Science - Business Administration
Heald College
Milpitas, CA10.2009
Skills
- Regulatory Compliance
- Growth Portfolios
- Financial Product Knowledge
- Bilingual English/Spanish
- Active Learning
- Banking
- Loans
- Team Interaction
- Leadership
- Customer Service
- Date Analysis
- Account Management
Languages
Spanish
Native or Bilingual
Timeline
Personal Banker III
Luther Burbank Savings
10.2021 - Current
Personal Banker II
Wells Fargo & Company
10.2013 - 10.2021
Business Specialist
Wells Fargo & Company
06.2012 - 10.2014
Personal Banker
Wells Fargo & Company
10.2009 - 02.2012
Administrative Assistant
Cal Coast Lending Real Estate Services
06.2008 - 10.2009
Associate of Science - Business Administration
Heald College
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