Alfredo Abel Macias
Moreno Valley
Summary
Experienced Relationship Banker with a strong background in banking and finance. Cultivates positive client relationships, exceeds goals, and delivers exceptional customer service. Adept at effective communication and interpersonal skills, dedicated to ensuring customers comprehend their financial needs, objectives, and available options.
Overview
6
6
years of professional experience
Work History
Relationship Banker
Bank of America
10.2024 - Current
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
- Educated customers on features and benefits of banking products and services.
Teller
Wells Fargo
06.2024 - Current
- Assist customers by providing exceptional customer service accurately, and efficiently processing their transactions
- Follow policies and procedures to minimize risk while maintaining a cash drawer, including cash, handling, and balancing
- Introduce customers to other Wells Fargo Team Member as appropriate to proactively help meet their financial needs
- Engaging in conversation with customers by actively listening and asking questions, as well as informed customers of self service, digital options as appropriate to make banking easier for them
Universal Banker
Citibank
11.2023 - 06.2024
- Assisted customers with banking needs and inquiries
- Strengthened customer relationships with proactive communication and timely resolution of queries or concerns
- Educated customers on various banking products and services, empowering them to make informed financial decisions aligned with their personal goals
- Demonstrated expertise in diverse banking platforms, consistently staying updated on industry trends and product offerings to better serve clients
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly
Sales Advisor
Best Buy
04.2023 - 10.2023
- Maintained current knowledge of applicable sales and product changes in order to provide best possible service for all customer needs
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor
- Confidently recommend the right tech products and solutions for each customer by creating a great shopping experience as well as recommended products that meet customer needs
Bilingual Teller
Wells Fargo
08.2021 - 04.2023
- Assist customers by providing exceptional customer service accurately, and efficiently processing their transactions
- Follow policies and procedures to minimize risk while maintaining a cash drawer, including cash, handling, and balancing
- Introduce customers to other Wells Fargo Team Member as appropriate to proactively help meet their financial needs
- Engaging in conversation with customers by actively listening and asking questions, as well as informed customers of self service, digital options as appropriate to make banking easier for them
Money Center Associate
Walmart
06.2019 - 08.2021
- Used POS system to enter orders, process payments and issue receipts
- Monitored self-checkout systems and provided help in resolving complex problems
- Performed cash, card and check transactions to complete customer purchases
- Streamlined checkout process for increased efficiency and reduced waiting times
- Greeted customers entering store and responded promptly to customer needs
Education
BBA - Finance
University of California, Riverside
Riverside, CA06-2027
Associate of Science - Business Administration
Norco College
Norco, CA12.2023
Associate of Science - Business Administration
Victor Valley College
Victorville, CA06.2023
Skills
- Customer Needs Assessment
- Customer Service
- Loss Prevention
- Cash Handling
- Spanish speaking
- Team Coaching and Training
- Risk Mitigation
- Time Management
- Exceptional customer service
- Banking
- Bank Sales
- Opening accounts
Languages
Spanish
Native or Bilingual
Timeline
Relationship Banker
Bank of America
10.2024 - Current
Teller
Wells Fargo
06.2024 - Current
Universal Banker
Citibank
11.2023 - 06.2024
Sales Advisor
Best Buy
04.2023 - 10.2023
Bilingual Teller
Wells Fargo
08.2021 - 04.2023
Money Center Associate
Walmart
06.2019 - 08.2021
Associate of Science - Business Administration
Norco College
Associate of Science - Business Administration
Victor Valley College
BBA - Finance
University of California, Riverside