Personal BankerWells Fargo Bank － Frisco, TxAs a Personal Banker, I devote much of my day building long term relationships with our customers, in person and by phone. I deepen the understanding of our customers' financial needs and provide suggestions. While most of the job is performed in the stores, I reach out into the community by placing outbound phone calls to existing clients, visiting businesses, conducting educational seminars, being active in the community.
06/2015 to 06/2016
RealtorKeller Williams － Frisco, TX
Compare a property with similar properties that have recently sold to determine its
competitive market price.
Sell, for a fee, real estate owned by others.
10/2012 to 11/2013
Personal Banker/ Loan OfficerWells Fargo Bank － Frisco, TX
Responsible for performing intermediate duties and support related to branch operational
activities and financial services
Processes all new account transactions;
Cross selling the Bank's products and services;
Opening, maintaining and closing of all account types;
Performing branch clerical duties;
Promoting business for the Bank by maintaining good customer relation and referring
customers to appropriate staff for new services.
Interview applicants to determine financial eligibility for loans.
Request specified information.
Counsel applicants on loan repayments policies and restrictions.
Research lenders to find the lowest rate possible for a loan.
Set up repayment plans and modify existing setup if necessary
Assist in selection of financial award candidates using electronic databases to certify
Maintain and review account records, updating and categorizing them according to status
Ensure loan applications are complete and correct.
Review accuracies in billing.
Counsel clients on personal financial problems
Set up payment plans for debt liquidation.
Analyze potential loan markets to find opportunities to promote loan and financial
Inform individuals and groups about the financial assistance available to college or
Go over negative credit histories and recommend solutions to ameliorate financial
Refer applicants to lenders who approve loans for consumers with less than perfect
08/2009 to 07/2012
Lead TellerWells Fargo Bank － Ruidoso, NM
Supervise and coordinates activities of workers engaged in receiving and paying out
money and keeping records of transactions in banks and similar financial institutions.
Assigns duties and work schedules to workers to ensure efficient functioning of
Trains employees in customer service and banking procedures.
Approves checks or payment.
Adjusts customer complaints.
Examines TELLERS' reports of daily transactions for accuracy.
Consolidates and balances daily transactions, using adding machine and computer.
Ensures supply of money for financial institution's needs based on legal requirements
and business demand.
Allow customers access to safe deposit boxes, following specified procedures.
Monitor and review financial institution's security procedures and control access to
Count and record currency and coin in vault.
02/2008 to 08/2009
TellerWells Fargo Bank － Ruidoso, NM
Receive checks and cash for deposit, verify amounts, and check accuracy of deposit
Enter customers' transactions into computers to record transactions and issue
Examine checks for endorsements and to verify other information such as dates, bank
names, identification of the persons receiving payments and the legality of the
Count currency, coins, and checks received, by hand or using currency-counting
machine, to prepare them for deposit or shipment to branch banks or the Federal
Prepare and verify cashier's checks.
Monitor bank vaults to ensure cash balances are correct.
Sort and file deposit slips and checks.
Carry out special services for customers, such as ordering bank cards and checks.
05/2006 to 01/2008
ReceptionistSun City Behavrio － El Paso, TX
Operate telephone switchboard to answer, screen, or forward calls, providing
information, taking messages, or scheduling appointments.
Schedule appointments and maintain and update appointment calendars.
Greet persons entering establishment, determine nature and purpose of visit, and direct
or escort them to specific destinations.
File and maintain records.
Collect, sort, distribute, or prepare mail, messages, or courier deliveries.
09/1999 to 09/2004
Account ManagerCWI Global Internet Technologies, Inc － El Paso, Tx
Insuring all new clients were properly setup.
Answered and directed phone calls to necessary departments.
Assisted with billing and collection duties.
Assisted Sales with Leads and Referrals.
Business degreeEl Paso Community College － El Paso, TX
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Companies Worked For:
Wells Fargo Bank
Sun City Behavrio
CWI Global Internet Technologies, Inc
El Paso Community College
University of Phoenix Online
Job Titles Held:
Personal Banker/ Loan Officer
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