
Dedicated, bilingual banking professional with extensive experience building trusted relationships and helping customers achieve their financial goals. Known for a strong work ethic, reliability, and willingness to go above and beyond to support both customers and team members. Experienced in sales outreach, branch operations, and multi-branch support, with a passion for serving clients with care and integrity.
- Provide branch coverage and operational support across the branches in the district, adapting quickly to varying customer volumes, team dynamics, and branch needs.
- Step in to support short-staffed branches, maintaining service levels and minimizing operational disruption.
- Build rapport with customers in new environments, delivering consistent, high-quality service and personalized banking products and services.
- Connect with branch leadership and team members at the start of day to ensure smooth daily operations and coverage.
- Assisted with permanent branch closures, including cash reconciliation, records management, and compliance with security and risk protocols.
- Identify customer financial needs and recommend appropriate products, generating referrals to lending, mortgage, and investment partners.
- Conduct outbound calls to prospective and existing customers to introduce banking products, assess financial needs, and schedule in-branch appointments.
- Built and maintained strong relationships with customers by understanding financial goals and recommending tailored banking options.
- Opened, maintained, and serviced consumer and business accounts including checking, savings, and lending products.
- Educated customers on digital banking tools and convenience services to help customers do their daily banking.
- Resolved customer concerns efficiently while maintaining professionalism and high satisfaction standards.
- Knowledge and understanding a book of business processes to manage and meet customer needs.
- Conducted outreach calls to connect with existing customer to share new products and services that we have. Generate new business opportunities through targeted outreach and follow-up activities.
- Identify opportunities to leverage partners and connections customers with the appropriate partner or relationship manager to fit customer need.
- Supported cash controls, audits, and internal control tasks to ensure accuracy and regulatory compliance.
- Assisted customers in providing exceptional front-line customer service by processing deposits, withdrawals, transfers, and payments.
- Built positive relationships with customers through friendly, professional, and goal-oriented interactions.
- Identified customer needs and created teller referrals to personal bankers when a customer need came into the conversation.
- Followed fraud prevention and risk management procedures to protect customer and Wells Fargo.
- Selected to mentor or support new tellers, was given the authority to be a transaction approver.