Yoana Robles
Fresno,Tx
Summary
Results-oriented professional with extensive experience at Wells Fargo, specializing in relationship building and financial planning. Proven track record in team leadership and problem resolution, contributing to increased customer satisfaction and loyalty. Bilingual communicator with strong skills in risk management, capable of identifying opportunities to enhance client relationships and drive business growth.
Overview
8
8
years of professional experience
Work History
Associate Personal Banker
Wells Fargo
Missouri City , TX
09.2022 - Current
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
- Built long-term relationships with customers by providing personalized service and support.
- Participated in training and mentoring of new associates, assisting with onboarding .
- Managed and deepened client relationships by providing personalized financial solutions and advice.
- Conducted regular follow-ups with clients to maintain relationships and update financial plans as needed.
- Provided guidance and training to team members in order to ensure proper procedures were followed consistently.
- Partnered with various partners to provide clients with optimal financial solutions.
Teller
Wells Fargo
Houston , TX
01.2022 - 09.2022
- Provided options to facilitate banking and control their finances
- Recognized potential opportunities and referred to financial experts for in-depth review.
- Kept accurate drawer counts with correct handling of cash transactions.
- Built and maintained client relationships through quality, personalized interactions.
- Demonstrated expertise in identifying and mitigating potential fraud.
- Handled large volumes of currency quickly and accurately with minimal errors.
- Adhered strictly to all security procedures related to handling money at the teller window.
- Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
- Trained employees on cash drawer operation.
Account Specialist
JP Morgan Chase
Houston, TX
06.2021 - 01.2022
- Reviewed financial status and evaluated discrepancies by assessing account information and activities.
- Maintained strong call control and quickly worked through to address problems.
- Reviewed customer account information to identify issues and develop solutions.
- Asked probing questions to determine service needs and accurately input information into electronic systems.
- Answered, screened and processed high volume of calls daily with call management system and web-based communications.
Personal Banker
Wells Fargo
Missouri City, TX
02.2019 - 06.2021
- Established new accounts with expert processing of applications and records management requirements
- Delivered exceptional customer service for diverse banking needs by leveraging knowledge of bank operations, available offerings, and applicable regulations
- Eliminated unnecessary bank visits through proactive education on available online and mobile banking options
- Created responsive plans for clients with options for customization and future optimizations
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Created strategic financial solutions to suit individualized client needs.
- Grew business by leveraging inbound and outbound interactions with new and existing clients.
Lead Teller
Wells Fargo
Missouri City, TX
02.2018 - 02.2019
- Boosted team success by training new employees on procedures and service strategies
- Deepened customer relationships through knowledgeable support for day-to-day banking needs
- Maintained strict compliance with banking standards, regulations, and laws
- Identified suspected fraud based on behavioral and transaction markers
- Handled escalated calls from teller team and restored complete customer satisfaction
- Helped customers achieve financial goals with active referrals to on-site specialists
- Assisted tellers with daily activities such as check approval, locating errors and resolving member related questions.
Teller
Wells Fargo
Missouri City, TX
06.2017 - 02.2018
- Kept accurate drawer counts with correct handling of cash transactions
- Received checks and cash for deposits, verifying amounts and checking accuracy of deposit slips
- Built and maintained client relationships through quality, personalized interactions.
- Kept teller window areas clean, organized and fully stocked.
- Greeted and assisted customers with professional, knowledgeable support for diverse banking needs.
- Demonstrated expertise in identifying and mitigating potential fraud and transaction risks.
Education
Hightower Highschool
Missouri City, TX06.2017
Skills
- Relationship building
- Strategic Problem Analysis
- Team Leadership
- Problem Resolution
- Opportunity Identification
- Proficient Bilingual Communication
- Customer Satisfaction
- Financial planning
- Risk management
- Collaborative Partnership
Accomplishments
- District Leader On Financial Assessments on customer needs
- Branch Lead Designee
- Branch Business Advocate
- Wells Fargo At work Advocate
- Fraud and Loss Prevention Advocate
- Received Recognition By Regional Bank President in 2019
- Highlighted in Company Training Resources in 2025
Languages
Spanish
Native/ Bilingual
Timeline
Associate Personal Banker
Wells Fargo
09.2022 - Current
Teller
Wells Fargo
01.2022 - 09.2022
Account Specialist
JP Morgan Chase
06.2021 - 01.2022
Personal Banker
Wells Fargo
02.2019 - 06.2021
Lead Teller
Wells Fargo
02.2018 - 02.2019
Teller
Wells Fargo
06.2017 - 02.2018
Hightower Highschool