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Personal Banker 1 / Assistant Manager Resume Example

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PERSONAL BANKER 1 / ASSISTANT MANAGER
Summary
To obtain a position in a dynamic and stable organization in which my experience in conjunction with my faith, high level of self-motivation and proven work ethic can be utilized as an asset to their objectives, profitability, visions, and values.
 
I'm committed to results and achievement. Experience with management, cash handling, hiring, and training, preparing new strategies for goals, identifying and implementing a process to improve and increase accuracy and consistency with integrity. Detail orientated and focused. Disciplined, proactive, self-motivated, goal orientated and time managed.
Highlights
  • Strategic and financial planning expert
  • Process implementation
  • Staff leadership and development
  • Flexible team player
  • Superior research skills
  • Strength in financial planning
  • Analytical reasoning
  • Effective time management
  • Strong organizational skills
  • Expert in customer relations
Accomplishments
Auditing
  • Extensive experience with Financial Statements audits, reviews, compilations, and audits.
 
General Ledger Accounts
  • Maintained accurate accounts including cash, inventory, prepaid, fixed assets, accounts payable, accrued expenses.
 

Experience
Wells Fargo Orlando, FL Personal Banker 1 / Assistant Manager 01/2016 to Current
  • Prepared monthly and annual expense forecasts, including any necessarily recommended action required to manage costs to achieve budget.
  • Provide expert financial advice and service to customers
  • Find satisfaction in offering the right financial solutions to help clients with large expenses, such as saving for college, buying a home, and planning for retirement
  • Building and managing lifelong customer relationships
  • Understanding customers' financial needs and showing them how to get the greatest possible value from our products and service
  • Analyzing current customer relationships and proactively contacting clients with recommendations to help them achieve financial success
  • Developing and maintaining relationships with Wells Fargo partners to maximize sales opportunities
Wells Fargo Bank Orlando, FL Customer Sales & Service Representative 02/2015 to 01/2016
  • Devote me to have in-depth conversations, in person and by phone, with my customers.
  • Meet with clients at our stores and their places of business so they can manage their financial needs at their convenience.
  • Building and maintaining lifelong customer relationships with every interaction.
  • Understanding customers' financial needs and showing them how to get the greatest possible value from our products and services.
  • Analyzing current customer relationships and proactively contacting clients with recommendations to help them achieve financial success.
  • Developing and maintaining relationships with Wells Fargo partners to maximize sales opportunities.
  • All this by having a teamwork and relationship building is a winning combination.
Wells Fargo Orlando, FL Teller 12/2013 to 02/2015
  • Responsible for satisfying all customer' financial needs and help them succeed financially.
  • Introduce customers to new products and services, and generate leads for bankers to help me close.
  • Have great sales such as 266 solutions on my 1st quarter.
  • Going the extra mile every day to greet customers, make them feel welcome and also engage with them to learn about their financial needs.
  • Identity and making sales referrals recommends alternate channels, cross-sells bank services and products for Wells Fargo partners, provided excellent customer service.
  • Part of my duties are the safe deposit, merchant/vault, ATM processing, bonds and coupons, motivated and guide new tellers, foreign currency, night drop, maintaining and balancing a cash drawer, processes customer transactions.
  • Follow all guidelines and procedures, always keeping a safe environment and protecting the company assets.
Education
MBA: Accounting 2017 Keller Univerty, Orlando, FL, USA Understand tax laws and properly maintaining financial records, auditing, estate taxation and forensic accounting, organizational efficiency, business valuations, financial statement analysis, maintaining successful enterprises and innovation management.
Public Speaking, Technical writing, Goal setting, Relationship Building, Time Management and Management technique. *Software training on Excel, Access, Microsoft, Windows, Power Point and Word. *Public Notary
Languages
Bilingual (English/Spanish).
Skills
  • General Business Knowledge -decision-making according to the organization's needs and profitability, strategic-thinking skills, understanding how my role impacts the overall of the organization.
  • Information Technology Expertise - Excel, Microsoft, Power-Point, Quickbooks, 
  • Communication Skills - ability to communicate in two languages by email, phone and face to face interactions
  • Leadership Abilities - motivate and engage team member while contributing ideas for the best of the business interest to have a healthy financial life, time manage, adaptability and openness to new idea's
  • Customer Services Skills - positive attitude
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Resume Overview

Companies Worked For:

  • Wells Fargo
  • Wells Fargo Bank

School Attended

  • Keller Univerty

Job Titles Held:

  • Personal Banker 1 / Assistant Manager
  • Customer Sales & Service Representative
  • Teller

Degrees

  • MBA : Accounting 2017
    Public Speaking, Technical writing, Goal setting, Relationship Building, Time Management and Management technique. *Software training on Excel, Access, Microsoft, Windows, Power Point and Word. *Public Notary

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