Heidy Menjibar
Los Angeles
Summary
Well experienced employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills, quickly mastering new skills. Ofers great communication, collaboration and organizational skills. Flexible experienced worker ready to learn and contribute to team success.
Overview
4
4
years of professional experience
Work History
Branch Operations Manager
Wells Fargo Bank, N.A.
Los Angeles
01.2023 - Current
- Prepared monthly reports on branch performance metrics.
- Coached staff on policies, procedures and performance strategies.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Worked cross-functionally to plan and establish branch goals, supporting strategic objectives.
- Monitored staff performance and provided feedback.
- Provided guidance on best practices for handling difficult customers or situations.
- Provided support and guidance to colleagues to maintain a collaborative work environment.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Provided digital options effectively
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
Personal Banker
Wells Fargo Bank, N.A.
South Pasadena
01.2022 - 12.2022
- Deliver outstanding customer experience to our clients
- Recognized transaction needs and educated clients on service and digital channels to assist with self service and address their financial needs
- Maintained and built strong client relationships through quality, personalized interactions
- Referred customers to appropriate bank partners to meet financial needs
- Managed customers and proactively connects with them, to build lasting relationships, discover financial needs, and tailor product and service recommendations
- See lessProvided exceptional customer service while accurately processing routine transactions
Maintained confidentiality of all customer records and information according to company policies
Handled large volumes of currency quickly and accurately with minimal errors
Used a strong knowledge of banking products and services to confidently educate customers about features, benefits, and pricing
Education
High School Diploma -
Academia Avance Charter H.S.
Los Angeles, CAMedical Assistant Certification -
UEI College
Huntington Park, CASkills
- Ability to follow policy & procedures
- Ability to minimize risk & loss exposure
- Regulatory Compliance
- Opportunity Identification
- Relationship Building
- Issues Resolution
- Branch Operations
- Customer Satisfaction
- Verbal and Written Communication
- Client Relationship Management
- Relationship Building and Management
- Positive Attitude
- Sales Growth
- Staff coaching
- Team motivation
- Coaching and mentoring
Languages
Bilingual - Spanish & English
Timeline
Branch Operations Manager
Wells Fargo Bank, N.A.
01.2023 - Current
Personal Banker
Wells Fargo Bank, N.A.
01.2022 - 12.2022
High School Diploma -
Academia Avance Charter H.S.
Medical Assistant Certification -
UEI College