CLAUDIA VARGAS CASTELLANOS
Sacramento
Summary
Professional banker skilled in customer relationship management, financial advising, and transaction processing. Proven track record in delivering client-focused solutions and meeting business objectives. Known for strong teamwork, adaptability, and communication skills. Adept at leveraging financial tools and resources to drive results and ensure client satisfaction.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Executive Assistant
The Law Offices Of James L Arrasmith
06.2025 - Current
- Managed executive calendars, scheduling meetings and coordinating travel arrangements efficiently.
- Facilitated communication between departments, ensuring timely information flow and collaboration.
- Developed and maintained filing systems, enhancing document retrieval and organization processes.
- Prepared comprehensive reports, synthesizing complex data for informed decision-making.
- Answered high volume of phone calls and email inquiries.
- Facilitated training and onboarding for incoming office staff.
- Created and managed office systems to efficiently deal with documentation.
- Greeted arriving visitors, determined nature and purpose of visit and directed individuals to appropriate destinations.
- Filed paperwork and organized computer-based information.
- Updated and maintained confidential databases and records.
- Managed mail and both incoming and outgoing correspondence, mail, email and faxes.
Lead Teller
Self-Help FCU
12.2024 - 06.2025
- Process complex customer transactions, including large deposits, withdrawals, and account issues.
- Monitor compliance with bank policies, federal regulations, and security procedures.
- Handle escalated customer concerns with professionalism and efficiency.
- Maintain daily, weekly, and monthly reports for branch management.
- Promoted bank services including savings, checking, and credit card products.
- Order, verify, and distribute cash shipments as needed.
- Open and close the branch as needed.
- Serve as acting supervisor when the branch manager is unavailable.
- Enforce adherence to bank policies, procedures, and federal regulations.
- Managed daily operations to ensure efficient transaction processing and customer service excellence.
- Conducted regular audits of cash drawer balances to maintain compliance with regulatory standards.
- Facilitated communication between branches to ensure consistent service delivery across locations.
- Supported branch management in conducting audits, demonstrating attention to detail while verifying transactional records for accuracy.
- Provided exceptional customer service, resulting in increased loyalty among existing clients and referrals of new business opportunities from satisfied customers.
- Introduced customers to other bank team members to help meet financial needs.
- Developed rapport with clientele by delivering personalized services that addressed specific financial needs.
Personal Banker/Lead Teller
Wells Fargo & Co.
09.2019 - 04.2024
- Coaching and Training for new and existing team members.
- ATM custodian.
- Supervised and processed branch cash orders and shipments as well as foreign currency orders.
- Identified appropriate transaction code for each transaction in efficient and expedited.
- Performed monthly surprise cash audits as well as month-end audit procedures.
- Demonstrated sound judgment in decision making, abiding appropriately to established guidelines and procedures.
- Participated in opening and closing branch, following procedures set by corporate security.
- Processed customer transactions with professionalism and courtesy.
- Assisted branch manager in quarterly unit assessment.
- Managed risk in every transaction and detected fraudulent transactions to prevent loss.
- Issued cashier's checks, money orders and savings bonds transactions.
- Ensured adequacy of branch cash and orders accordingly.
- Resolved customer issues and provided relevant assistance in pleasant manner.
- Assisted teller's in balancing cash drawers and located cash discrepancies.
- Guided clients in selecting appropriate financial products and services to meet individual needs.
- Conducted thorough financial assessments to identify potential risks and opportunities for clients.
- Monitored compliance with regulatory requirements, ensuring adherence to banking policies and standards.
Personal Banker
Wells Fargo & Co.
09.2017 - 09.2019
- Interacted with customers in professional and friendly manner.
- Opened and closed all consumer and businesses products.
- Identified and resolved complex client service opportunities.
- Took initiative for self-development with product knowledge and customer service experience skills.
- Quoth rates, terms and programs for loan customer requests.
- Assisted customers in reconciliation of accounts, answer questions and resolved complaints.
- Assisted team members to create and navigate individual professional development plans.
Teller
Wells Fargo & Co.
06.2016 - 09.2017
- Processed customer transactions with professionalism and courtesy.
- Accepted deposits and withdrawals from clients on business, personal and savings accounts.
- Assisted members and potential members with requests.
- Identified customer needs, cross-sell and up-sell opportunities and made referrals within Branch.
- Maintained knowledge of banking products, programs, services and promotions.
- Accepted checks for cash and deposit, verifies cash, endorsements and issues receipts.
- Entered customers' transactions into computer to record transactions.
- Promoted and referred customers for additional banking products to meet financial needs.
- Handled each transaction with care, sensitivity and confidentiality.
Education
General Studies
Sacramento City College
Sacramento, CA11.2010
High School Diploma - undefined
Rosemont High School
Sacramento, CA06.2008
Skills
- Bilingual- Spanish Native
Certification
NMLS 1676498
Languages
Spanish
Native or Bilingual
Timeline
Executive Assistant
The Law Offices Of James L Arrasmith
06.2025 - Current
Lead Teller
Self-Help FCU
12.2024 - 06.2025
Personal Banker/Lead Teller
Wells Fargo & Co.
09.2019 - 04.2024
Personal Banker
Wells Fargo & Co.
09.2017 - 09.2019
Teller
Wells Fargo & Co.
06.2016 - 09.2017
High School Diploma - undefined
Rosemont High School
General Studies
Sacramento City College