Detail-oriented team player with strong organizational skills. Effective at building positive relationships with clients and committed to making clients understand their financial needs, goals and options.
Overview
7
7
years of professional experience
Work History
Associate Personal Banker
Wells Fargo
11.2022 - Current
proactively engaging with customers through outreach via phone or email
Assist customers with setting up or closing accounts, completing credit card and loan applications, and signing up for new services.
Follow up with clients to gather feedback and provide additional assistance.
Expanded client base by promoting new financial products.
Bank Teller
Wells Fargo
08.2021 - Current
Interact with customers to manage their transactions
Offer multiple options to decrease wait time for the customer
A Lead Designee, ability to follow policies,procedures and regulations and identify potential fraud/risky accounts and take appropriate action to prevent loss
Able to give bank tellers approval when it’s passed their transaction limit.
Cashier
Yoshinoya
07.2020 - 07.2021
Worked as a Opening/ closing shift cashier
Interact with customers to answer any questions about their order
Helped in the kitchen to devote myself in a fast-paced environment, while enhancing work efficiency and stressed management skills.
Hostess
Rodrigo’s Mexican Restaurant
04.2018 - 08.2020
Greeted customers in by taking them to their preferred seat
To-go specialist by accurately taking customer orders and safely handling food
Trained new hostesses on restaurant policies to maintain high standards of service.
Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)Financial Accounting Associate/ Alteryx SME at Wells Fargo International Solutions Private LTD (Wells Fargo)