Wendy Guerrero
Queens,NY
Summary
A self- motivated and organized professional with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options. Capable to establish long-term and positive relationships with clients, co-workers, and outside resources.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Relationship Banker
BankUnited
06.2022 - Current
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.
Senior Branch Banker
PNC Bank
11.2018 - 05.2022
- Consistently manage risk to identify fraud and red flags
- Mentored junior bankers, fostering professional growth and development through coaching sessions.
- Delivered exceptional service through effective communication skills, empathy towards clients'' needs, problem-solving abilities, and attention to detail in daily tasks.
- Developed new business opportunities through participation in community events, networking, and referrals from satisfied customers.
- Achieved performance goals regularly by monitoring progress towards sales targets and implementing strategies to maximize branch revenue generation.
- Maintained strict adherence to internal audit protocols ensuring full compliance in all aspects of branch operations including security measures related to vault access controls and dual control procedures.
- Increased company revenue by selling various investment products.
Teller
PNC Bank
12.2015 - 10.2018
- Improved customer satisfaction by providing efficient and accurate transaction processing.
- Enhanced branch security through vigilant monitoring of suspicious activities and timely reporting to supervisors.
- Streamlined teller operations by maintaining organized workspaces and adhering to policies and procedures.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
Starbucks Barista
Starbucks Coffee Company
09.2014 - 11.2015
- Maintained clean and organized workspace for optimal productivity and safety.
- Enhanced customer satisfaction by efficiently preparing and serving high-quality beverages.
- Assisted in inventory management to maintain adequate stock levels and reduce wastage.
- Contributed to positive team environment through effective communication and collaboration with colleagues.
- Supported training efforts for new hires, sharing knowledge of coffee making techniques and customer service standards.
Starbucks Team Leader
Target
10.2007 - 08.2014
- Enhanced team productivity by implementing efficient work processes and regularly reviewing performance metrics.
- Developed team members'' skills through targeted coaching sessions, resulting in improved individual performance.
- Coordinated resources effectively to meet project deadlines and achieve desired results.
- Implemented employee recognition programs that boosted morale and increased retention rates within the team.
- Collaborated with other department leaders to establish shared goals and ensure alignment across teams.
- Built strong relationships with customers through positive attitude and attentive response.
Education
Business Administration Associates degree -
Queensborough Community College
Queens, NY01.2025
English as a Second Language -
Bergen Community College
Paramus, NJ01.2009
Skills
- Advanced Proficiency in Microsoft Word, Excel, PowerPoint, and social media
- Financial Consulting
- Sales & regulation expert
- Bilingual: Spanish & English
- Financial Advising
- Loans
- Financial Services
- Cash Flow Management
- Security understanding
- Customer Service-Oriented
- Teller Support
- Fraud Detection and Prevention
- Team Collaboration
- Proficient in Genesis, Salesforce
Certification
AMLCA Certification,
Expected in April 2024
References
- Yennifer Alvarez, 646-639-6247, Accountant, WPP Group
- Cindy Funez, 201-704-1847, Director of Accounts, Ascent Healthcare Management
- Gabriel Ramirez, 732-406-0289, Office Manager, Allstate Insurance Company
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Relationship Banker
BankUnited
06.2022 - Current
Senior Branch Banker
PNC Bank
11.2018 - 05.2022
Teller
PNC Bank
12.2015 - 10.2018
Starbucks Barista
Starbucks Coffee Company
09.2014 - 11.2015
Starbucks Team Leader
Target
10.2007 - 08.2014
Business Administration Associates degree -
Queensborough Community College
English as a Second Language -
Bergen Community College
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