Anthony Bringas
Mission Viejo
Summary
Dynamic banking professional with extensive experience at Wells Fargo, excelling in relationship building and customer service. Proven track record of enhancing client satisfaction through personalized financial solutions and expert advice. Skilled in financial processes and resourceful in addressing client needs, consistently achieving high customer satisfaction ratings.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Relationship Banker
Wells Fargo
05.2023 - Current
- Achieves excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthens client relationships by providing personalized banking solutions and excellent customer service.
- Maintains up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assists customers in achieving financial goals by recommending suitable products and services based on their needs.
- Maintains client Book of Business to strengthen customer relationship with branch banking.
Personal Banker
Wells Fargo
07.2018 - 05.2023
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
Teller
Wells Fargo
07.2014 - 07.2018
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
Skills
- Relationship building and management
- Customer Service-oriented
- Teller support
- Resourcefulness
- Financial processes
- Customer financing
Certification
- SIE License - 2023-PRESENT
- SERIES 6 License - 2023-PRESENT
- SERIES 63 License - 2023- PRESENT
- INSURANCE PRODUCER LIFE License- 2023- PRESENT
Timeline
Relationship Banker
Wells Fargo
05.2023 - Current
Personal Banker
Wells Fargo
07.2018 - 05.2023
Teller
Wells Fargo
07.2014 - 07.2018
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