Leslie D Mendez
Oxnard
Summary
Experienced, customer-focused Associate Roving Personal Banker with a proven track record of building and maintaining client relationships, providing personalized financial solutions, and exceeding expectations. Strong communication and problem-solving skills. Service manager experience with a proven track record to coach, develop team, and hold accountability. Manage risk and build a high performance team. Resolve complex issues
Overview
18
18
years of professional experience
1
1
Certification
Work History
Roving Associate Personal Banker
Wells Fargo Bank, N.A.
04.2023 - Current
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
- Supported managers in implementing operational improvements that increased efficiency across the branch network.
Personal Banker
Wells Fargo Bank, N.A.
06.2022 - 04.2023
- Proficient and effective in offering financial advice, opening accounts, and processing loans and transactions.
- Skilled in educating clients on banking products and services through personalized consultations.
- Client relationship management: Cultivated trust and loyalty through personalized financial solutions.
- Customer service excellence: Resolved inquiries and issues promptly to ensure client satisfaction.
- Leveraged advanced knowledge of banking products/services to deliver custom presentations that effectively addressed unique client needs.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Expanded client base by promoting new financial products.
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
- Followed up with customers to gather feedback and provide additional assistance.
- Adapted quickly to new banking regulations, ensuring compliance and mitigating risks.
Service Manager
Wells Fargo Bank, N.A.
01.2013 - 06.2022
- Managed teller schedules.
- Implemented process improvements to increase productivity and streamline operations.
- Oversaw daily operations, including cash handling and transaction reconciliation, ensuring accuracy and efficiency.
- Led team of tellers, providing training, coaching, and feedback to drive performance and service excellence.
- Implemented new procedures to streamline processes and improve customer satisfaction and retention.
- Collaborated with internal stakeholders to identify and resolve issues, maintain compliance, and drive growth.
- Resolved customer complaints in professional and timely manner.
- Met with customers to discuss service needs and offer available solutions.
- Resolved escalated customer complaints professionally, turning potentially negative experiences into opportunities for continued patronage.
- Hired, trained and supervised team of service staff members to meet business goals.
- Analyzed service reports to identify areas of improvement.
- Developed and maintained positive relationships with customers to build rapport and trust.
Lead Teller
Wells Fargo Bank, N.A.
01.2009 - 12.2012
- Resolved customer issues and discrepancies efficiently to ensure customer satisfaction and retention.
- Managed cash inventory, ensuring accurate balancing of the vault and individual teller drawers daily.
- Assisted in training new tellers to ensure a consistent level of excellent service across the team.
- Supported branch management in conducting audits, demonstrating attention to detail while verifying transactional records for accuracy.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Introduced customers to other bank team members to help meet financial needs.
- Replenished ATM funds in empty canisters prior to validation process.
- Prevented losses by identifying suspicious activities and escalating concerns according to bank policies and procedures.
- Served as an essential resource for colleagues seeking guidance on policy interpretations or procedural clarifications.
- Managed daily bank operations by processing customer transactions and providing exceptional customer service.
Personal Banker
Wells Fargo Bank, N.A.
01.2008 - 01.2009
- Managed personal accounts and provided financial advice to clients.
- Processed loan applications and reviewed credit reports for clients.
- Assisted clients with online banking setup and account maintenance.
- Conducted financial audits and ensured compliance with banking regulations.
Activity Leader
Boys & Girls Clubs of America
01.2007 - 01.2008
- Organized and led team-building activities to promote group cohesion and communication skills.
- Oversaw daily schedule and ensured timely completion of all planned activities for participants.
- Provided emotional support and guidance to individuals dealing with personal challenges.
- Developed and implemented educational workshops to enhance participants' skills and knowledge.
Education
Associate of Arts - Law
Moorpark College
Moorpark, CA06-2026
Skills
- Cultivating strong partnerships
- Branch operations
- Customer service excellence
- Positive attitude
- Fraud prevention
- Attention to detail
- Self motivation
- Effective communication
- Organizational skills
- Reliability
- Teamwork and collaboration
- Adaptability and flexibility
Accomplishments
- Achieved passing of Audits by completing daily tasks with accuracy and efficiency.
- Documented and resolved customer complaints which led to positive survey results
- Supervised team of 13 staff members.
Certification
- CNP - Certified Notary Public
- Life Insurance License - Current
LANGUAGES
Spanish | advanced
Timeline
Roving Associate Personal Banker
Wells Fargo Bank, N.A.
04.2023 - Current
Personal Banker
Wells Fargo Bank, N.A.
06.2022 - 04.2023
Service Manager
Wells Fargo Bank, N.A.
01.2013 - 06.2022
Lead Teller
Wells Fargo Bank, N.A.
01.2009 - 12.2012
Personal Banker
Wells Fargo Bank, N.A.
01.2008 - 01.2009
Activity Leader
Boys & Girls Clubs of America
01.2007 - 01.2008
Associate of Arts - Law
Moorpark College
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