Ana Vargas Castro
Bakersfield
Summary
Licensed banking professional with over 9 years of experience serving affluent clients and delivering personalized financial solutions. Proven leader with a strong track record of coaching, mentoring, and developing high-performing teams of tellers and personal bankers. Skilled in relationship management, sales growth, and operational efficiency. Seeking a management position in banking to leverage leadership experience and client-focused expertise to drive team success and organizational growth.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Relationship Banker
Wells Fargo Bank, N.A.
Bakersfield
05.2023 - Current
- Consistently meet or exceed individual and team-based goals in client acquisition, product penetration, and referral activity.
- Build and maintain strong relationships with clients by conducting financial consultations, identifying goals, and offering tailored banking, credit, and investment solutions.
- Actively collaborate with internal partners, including mortgage, business banking, and financial advisors, to deliver comprehensive financial strategies that meet both individual and business client needs.
- Lead by example in driving a culture of performance, accountability, and client-first service across the branch team.
- Serve as a mentor and coach to tellers and personal bankers, providing ongoing support in deepening client relationships, improving product knowledge, and developing service skills.
Relationship Banker
Chase Bank
Bakersfield
10.2021 - 05.2023
- Cultivated and maintained deep relationships with affluent clients, consistently delivering tailored financial solutions aligned with their goals and life stages.
- Conducted in-depth financial reviews, identifying cross-sell and up-sell opportunities, while adhering to regulatory standards and best practices.
- Acted as a coach and mentor to tellers and personal bankers, supporting skill development in areas such as client engagement, product knowledge, and sales techniques.
- Worked closely with internal partners (e.g., mortgage, investments, and business banking teams) to deliver holistic financial solutions tailored to client needs.
- Supported branch operations by assisting with audits, ensuring operational integrity, and mitigating risk exposure.
- Maintained all necessary licenses (e.g., FINRA Series 6, 63; Life, and Health Insurance), staying up to date on regulatory changes and internal compliance protocols.
Teller/Lead Teller
Wells Fargo
Bakersfield
04.2016 - 10.2021
- Assisted clients with teller transactions while providing excellent customer service and introducing clients to bankers when financial needs were uncovered.
- Provided leadership and daily support to the teller team, including performing approvals and ensuring transactions were processed accurately and in compliance with bank policies.
- Monitored teller line performance, offered feedback, and supported staff in meeting service and branch metric goals.
- Supported the training of new tellers by modeling best practices in transaction handling, compliance, and customer interaction.
- Ensured the teller line adhered to all operational, security, and regulatory procedures, contributing to successful audit outcomes.
Education
Bachelor of Science - Business Administration
California State University, Bakersfield
Bakersfield, CA05-2019
Skills
Client Relationship Management
Team Leadership & Development
Conflict Resolution & Problem Solving
Bilingual ( English/Spanish)
Regulatory & Product Knowledge
Sales & Goal Achievement
Operational Oversight
Communication Skills
Certification
- Notary Public Commission Expires June 2028
- FINRA Licenses Series 6 and 63
- Life Only California Insurance License
Accomplishments
- Net Promoter Circle Achievement: Quarter 1/3 2024 & Quarter 1 2025
Timeline
Relationship Banker
Wells Fargo Bank, N.A.
05.2023 - Current
Relationship Banker
Chase Bank
10.2021 - 05.2023
Teller/Lead Teller
Wells Fargo
04.2016 - 10.2021
Bachelor of Science - Business Administration
California State University, Bakersfield
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