Wells Fargo Bank
Mon, 01 Aug 2016 00:00:00 GMT -
* Have proven to resolve customer complaints and team member conflicts effectively with great<br>courtesy and communication skills and receiving district recognition.<br>* Consistently maximizing on incentives by surpassing metrics given by the bank around loan volume<br>and partner introductions by using PL, LOC, HELOCs, Mortgage and Investment introductions.<br>* Developed a process around interactions where the use of financial priorities allowed to discover<br>more opportunities with financial needs and consequently exceeding expectations on customer<br>interactions<br>* Used strong partnership skills to be able to exceed our household deposit growth of the branch while<br>working closely with partners. (Mortgage, Advisor & Merchant)<br>* Developed a process to maintain great team member engagement and end up with the highest<br>customer experience as a team.<br>* Assist in managing the branch and working closely with the manager and taking on other tasks to<br>meet all performance metrics.<br>* Graduated from Manager Essential Training to coach and develop team members while using<br>leadership skills and obtained from the extensive program.
Customer Service Representative
Wells Faro Bank
Fri, 01 Aug 2014 00:00:00 GMT -
Sun, 31 Jul 2016 00:00:00 GMT
* Assisting customers establish new accounts while using conversation starters to discover any other<br>financial opportunities.<br>* Working together with the business specialist to reach out to the community and doing financial<br>literacy events at local high school and businesses.<br>* Helping customer in the teller line and using that as a leverage tool to turn transaction into<br>interactions.<br>* Using tools given by the bank to make phone calls to potential customers and setting appointment to<br>be able to conduct financial assessments.<br>* Conducting monthly meeting to go over areas of opportunity and or implement new ideas for<br>customer experience and growth factor
Wed, 01 Aug 2012 00:00:00 GMT -
Fri, 01 Aug 2014 00:00:00 GMT
* Assist Customers with over the counter transactions such as deposits, withdrawals payments and<br>check cashing while providing excellent service.<br>* Balance cash compartment on a daily basis by keeping excellent rack record for balancing.<br>* Helping Service manager with audit and additional task to keep the branch performing around risk<br>management.<br>* Coach and provide feedback to team members to ensure their success on their career path.<br>* Run daily huddles to inform team of performance and expectations.