Summary
Overview
Work History
Education
Skills
Affiliations
References
Timeline
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Cynthia Nogalez

Lompoc

Summary

Dynamic professional with a proven track record at Wells Fargo, excelling in customer service and financial solutions. Bilingual in English and Spanish, I effectively communicate complex information, ensuring client understanding. Known for problem-solving and maintaining confidentiality, I am eager to embrace new challenges.

Overview

11
11
years of professional experience

Work History

Bank Teller

Wells Fargo
Lompoc
11.2017 - Current
  • Counted drawers and reconciled remaining cash to accost for deposits and dispersals.
  • Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
  • Adhered to financial services security and audit procedures.
  • Followed strict compliance guidelines when completing financial transactions for customers.
  • Responded and assisted customers with account inquiries and updates.
  • Processed loan payments by verifying funds availability prior to disbursing funds.
  • Performed cash handling duties including counting currency, coins and checks.
  • Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
  • Processed deposits, withdrawals, transfers, loan payments and other transactions accurately and efficiently.
  • Identified and reported suspicious behavior to security personnel as appropriate.

Insurance Agent/Income Tax Preparer

Fiesta Auto Insurance
Lompoc
07.2014 - 11.2017
  • Explained complex technical terms related to insurance plans in simple language for easy understanding.
  • Responded quickly and accurately to inquiries from clients regarding their coverage
  • Counseled prospects and policyholders on coverage, limits and regulations.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Provided customers with information regarding plan features, pricing, and availability.
  • Calculated premiums and established payment methods, receiving customer payments and issuing receipts.

Education

Nursing - Certified Nurse Assisting

Allan Hancock College
Lompoc, CA
11-2002

Skills

  • Problem solving
  • Confidentiality

Excellent communication skills in English and Spanish

Caring

Efficient

Willingness to take on more responsibilities and the ambition to move forward in the profession

Affiliations

  • Reading and writing
  • Walks at the mission
  • Caregiving

References

References available upon request.

Timeline

Bank Teller

Wells Fargo
11.2017 - Current

Insurance Agent/Income Tax Preparer

Fiesta Auto Insurance
07.2014 - 11.2017

Nursing - Certified Nurse Assisting

Allan Hancock College
Cynthia Nogalez