Summary
Overview
Work History
Education
Skills
Accomplishments
Volunteer Experience
Timeline
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Brian Orellana

Azusa,CA

Summary

Energetic and results-driven individual with natural talent for building relationships and understanding client needs. Possesses solid knowledge of sales tactics and customer engagement, coupled with strong analytical and communication skills. Committed to driving business growth and delivering exceptional customer satisfaction.

Overview

17
17
years of professional experience

Work History

Small Business Sales Specialist Digital Role

Wells Fargo Bank
11.2019 - Current
  • ver 1Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge
  • Serve as a leader in managing risk, understand and manage risk in the business, adhere to policies, procedures & controls and ensure compliance with appliance laws, rules & regulations
  • Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between
  • Client communication through email and phone calls for follow ups and meetings o
  • Developed comprehensive account plans for key clients, leading to increased revenue growth and enhanced customer loyalty.

Everyday Phone Banker Coach

Wells Fargo
09.2018 - 11.2019
  • Leadership skills and self-development
  • Effective written communication, when completing customer inquiry and when providing guidance during feedback
  • Improved efficiency by assisting with the implementation of new processes that streamlined workflows within the phone banking team.
  • Displayed a proven ability to motivate and empower team members to review and analyze their performance
  • Delivered policy and procedure information to the team by planning and facilitating team meetings
  • Strong Bilingual Skills, Perfect score on Spanish evaluation
  • Skilled at receiving and processing banking transactions
  • Ability to teach new information to new hires and have them implement it
  • Presenting presentations on various different bank rules and procedures

Phone Banker I / II

Wells Fargo
07.2016 - 09.2018
  • Skilled at receiving and processing banking transactions
  • Strong mathematical skills
  • Problem solving
  • Attention to detail

Volunteer/Receptionist

USC University Hospital
10.2007 - 06.2008
  • Facilitated monthly check-ups of hospital staff
  • Took command of cash registers, money handling
  • Responsible for assisting customers with sales and requests
  • Organizing and preparing products

Education

Associate of Arts - Associates of Arts

Glendale Community College
Glendale, CA
01.2011

High School Diploma -

Benjamin Franklin High School
Los Angeles, CA
01.2008

Skills

  • 8 Years customer experience
  • Strategic prospecting
  • CRM proficiency
  • Problem-solving
  • Time management
  • Attention to detail
  • Multitasking
  • Team leadership
  • Adaptability and flexibility
  • Business development

Accomplishments

  • Leadership Excellence award
  • Networking and Team work; sharing ideas to implement future success
  • Collaboration within work group; Newsletter to be shared onsite

Volunteer Experience

Volunteer/Receptionist, USC University Hospital, 10/01/07, 06/01/08, Facilitated monthly check-ups of hospital staff, Took command of cash registers, money handling, Responsible for assisting customers with sales and requests, Organizing and preparing products.

Timeline

Small Business Sales Specialist Digital Role

Wells Fargo Bank
11.2019 - Current

Everyday Phone Banker Coach

Wells Fargo
09.2018 - 11.2019

Phone Banker I / II

Wells Fargo
07.2016 - 09.2018

Volunteer/Receptionist

USC University Hospital
10.2007 - 06.2008

Associate of Arts - Associates of Arts

Glendale Community College

High School Diploma -

Benjamin Franklin High School

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Brian Orellana