Patrick Delgado
Panorama City
Summary
Operations and client relationship professional with 13 years of experience managing competing priorities, building trusted relationships, and delivering exceptional customer service in a fast-paced environment. Recognized for strong organization, attention to detail, and the ability to adapt quickly while collaborating across teams. Looking to bring those skills into the automotive industry and continue growing in an operations-focused role
Overview
13
13
years of professional experience
Work History
Business Banker
Wells Fargo Bank
Northridge
04.2022 - Current
- Managed relationships with business clients by assessing operational and financial goals, delivering tailored banking solutions that align with their objectives.
- Identified and pursued opportunities to deepen business relationships through consultative conversations, enhancing client engagement and satisfaction.
- Partnered with Treasury Management, Merchant Services, Payroll, Business Lending, and Relationship Managers to coordinate specialized solutions for commercial clients.
- Coordinated business development, client service, operational responsibilities, and regulatory compliance to meet client needs and support organizational goals.
- Served as a trusted advisor by building long-term relationships through clear communication, follow-through, and attention to detail.
Personal Banker
Wells Fargo
Northridge
07.2016 - 04.2022
- Acted as the primary point of contact for consumer clients, providing guidance on everyday banking, lending, and financial solutions.
- Educated clients on products and services that aligned with their financial goals while delivering a high level of personalized service.
- Oversaw diverse responsibilities in account management, lending conversations, operational support, and relationship building to enhance client engagement.
- Established client trust through genuine conversations, proactive follow-up, and consistent service delivery.
- Coordinated daily appointments, walk-in clients, and operational tasks in a fast-paced environment while ensuring accuracy and compliance.
Customer Service and Sales Representative
Wells Fargo Bank
Northridge
12.2013 - 07.2016
- Delivered exceptional customer service while accurately processing transactions in a fast-paced environment.
- Built rapport with clients by efficiently resolving inquiries and enhancing overall client experience.
- Ensured operational accuracy by adhering to banking procedures, policies, and compliance requirements, supporting customer trust.
- Developed skills in banking operations and communication, fostering effective client service and relationship management.
Education
Bachelor of Science - Criminal Justice
California State University, Los Angeles
Los Angeles, CA06-2013
Associate of Arts - Liberal Studies
Los Angeles Pierce College
Woodland Hills, CA06-2010
Skills
Core Skills
- Relationship Management
- Operations Coordination
- Customer Service
- Time Management
- Cross-Functional Collaboration
- Problem Solving
- Adaptability
- Attention to Detail
- Microsoft Office Suite
- Financial Analysis
- Fluent in English and Tagalog
Timeline
Business Banker
Wells Fargo Bank
04.2022 - Current
Personal Banker
Wells Fargo
07.2016 - 04.2022
Customer Service and Sales Representative
Wells Fargo Bank
12.2013 - 07.2016
Bachelor of Science - Criminal Justice
California State University, Los Angeles
Associate of Arts - Liberal Studies
Los Angeles Pierce College