Jennifer Soto
Torrance
Summary
Attentive Personal Banker driven to assist customers to achieve their financial goals. Providing bank services, developing and maintaining relationships, and delivering excellent customer experience.
Overview
10
10
years of professional experience
Work History
Personal Banker
Wells Fargo
01.2023 - Current
- Utilizes relationship managing tools
- Building relationships and following up with customers
- Enhanced customer loyalty by offering exceptional service during account openings, loan applications, and credit card processing.
- Referring customers to correct partner
- Understanding and complying with company's laws and regulations
- Established rapport with clients through attentive listening, understanding their financial needs, and recommending the right product or service
Teller
Well Fargo Bank
01.2019 - 12.2022
- Educated and engaged customers in using digital services
- Identified and made referrals following branch segmentation
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
Cashier
Steve’s Burgers
09.2013 - 12.2018
- Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
- Maintained safety standards by properly handling food and adhering to sanitation guidelines.
- Delivered exceptional service by promptly addressing customer concerns and special requests.
Education
Bachelor of Science - Sociology
California State University - Dominguez Hills
Carson, CA05.2021
Skills
- Customer Satisfaction
- Account Management
- Risk management
- Product knowledge
- Complaint handling
- Branch Operations
Timeline
Personal Banker
Wells Fargo
01.2023 - Current
Teller
Well Fargo Bank
01.2019 - 12.2022
Cashier
Steve’s Burgers
09.2013 - 12.2018
Bachelor of Science - Sociology
California State University - Dominguez Hills
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