Yuritzi Aguilar
Fairfield,CA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Dedicated and motivated business professional with history of meeting company goals utilizing consistent and organized practices.
Overview
10
10
years of professional experience
Work History
Associate Personal Banker (Safe)
Wells Fargo Bank
06.2021 - Current
- Utilize relationship management tools (Crv, Plan My Day, Svp, Discovery Needs Tool, Tellerview, Outreach-Click To Call) to schedule and prepare for daily appointments
- Strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships
- Leverage interpretation of applicable regulations, policy and procedure requirements
- Assist and support new and current customers with various banking services such as; credit applications, account maintenance, retirement products, loans, comprehensive financial advice, deceased processing, wire transfers, open and close personal, business and trust accounts
- Refer customers to proper internal partners, bankers, banking resources, and other departments for specific financial needs
- Generate new business by conducting thorough financial needs assessments and offering tailored product options to clients
- Perform extensive research to support customers and branch with resolving concerns, complaints and banking issues
- Skilled at explaining available banking products and services along with companies terms and conditions
- Enhanced client retention with proactive follow-ups
- Proficient at connecting and building financial relationships with customers while also encouraging and educating them on banking resources, in-person services, and mobile banking options
- Improved customer satisfaction by providing personalized banking solutions and exceptional service
- Manage and support the branch as needed with platform interactions, teller activities, operations, lobby leadership and other assigned duties
- Identified fraudulent activities by diligently monitoring transactions and reporting suspicious activity to management
Bilingual Bank Teller
Wells Fargo Bank
06.2019 - 06.2021
- Utilized math and computer skills daily
- Effectively and accurately processed transactions with attention to detail
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information
- Provided exceptional Customer Service with each customer
- Processed customer transactions promptly, minimizing wait times
- Maintained a well and clean environment to avoid potential risk
- Adhered and modeled safety procedures during each shift to avoid and reduce loss, fraud, and incidents
- Informed customer accurate financial information if requested after proper verification and authorization
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records
- Collaborated with team to work effectively to adhere to bank policy, procedures, and overall customer satisfaction
Child Care
Dba Happy Place House
07.2015 - 01.2019
- Encouraged learning and developing social interactive skills (ages 6 months - 3 years old)
- Managed and resolved conflict, difficult tasks and circumstances
- Communicated and coordinated with children's parent or guardian about daily activities
- Monitored and observed children's play activities and rest periods
- Maintained establishment standards, sanitized toys and play equipment, providing safe stimulating environment for young children.
Education
High School Diploma -
El Cerrito High School
El Cerrito, CA06.2013
Safe Nationwide Mortgage Licensing System (NMLS) -
Jun 2021 - Current
06.2021
Skills
- Bilingual (English and Spanish)
- Attention to detail and accuracy in record-keeping
- Reliable, flexible, and easy to adapt
- Data entry
- Knowledgeable and resourceful
- Experience in handling complex transactions across multiple computer systems
- 4 years of business banking or related experience
- 7 years providing outstanding Customer Service
Timeline
Associate Personal Banker (Safe)
Wells Fargo Bank
06.2021 - Current
Bilingual Bank Teller
Wells Fargo Bank
06.2019 - 06.2021
Child Care
Dba Happy Place House
07.2015 - 01.2019
High School Diploma -
El Cerrito High School
Safe Nationwide Mortgage Licensing System (NMLS) -
Jun 2021 - Current
Similar Profiles
PATRICIA M. SCHERERPATRICIA M. SCHERER
Regional Bank Private Banker II at Wells Fargo Bank / Wells Fargo AdvisorsRegional Bank Private Banker II at Wells Fargo Bank / Wells Fargo Advisors
Andrew S. HollenbachAndrew S. Hollenbach
Collateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NACollateral Valuation Analysis at Wells Fargo Home Mortgage and Wells Fargo Bank NA
Frederick TulayFrederick Tulay
Commercial Banking Portfolio Associate at Wells Fargo Bank NA (Commercial Investment Bank-CIB)Commercial Banking Portfolio Associate at Wells Fargo Bank NA (Commercial Investment Bank-CIB)
Suelen OliveiraSuelen Oliveira
VP Lead Compliance Officer – Enterprise Functions at Wells Fargo Bank N.A.VP Lead Compliance Officer – Enterprise Functions at Wells Fargo Bank N.A.
Liam DuttonLiam Dutton
Fire Protection Journeyman at United States Air ForceFire Protection Journeyman at United States Air Force