Adrian Aguilera
Gypsum
Summary
Experienced with financial advising, customer service, and sales. Utilizes expertise in banking products to identify and address client needs. Track record of building strong client relationships and ensuring client satisfaction through effective communication and problem-solving.
Overview
8
8
years of professional experience
Work History
Personal Banker II
UMB Bank
11.2024 - Current
- Cultivated strong client relationships through personalized financial advice and tailored banking solutions.
- Analyzed customer financial needs to provide appropriate product recommendations and enhance service delivery.
- Executed daily operational tasks, ensuring compliance with regulatory requirements and internal policies.
- Mentored junior staff on best practices in customer service and product knowledge to improve team performance.
- Expanded client base by promoting new financial products.
- Resolved client disputes with empathy and efficiency, restoring confidence in banking services.
- Processed loan applications and monitored progress from start to finish.
Branch Manager
Citywide Banks
10.2023 - 11.2024
- Led daily branch operations, ensuring compliance with policies and procedures.
- Developed and implemented strategies to enhance customer service and satisfaction.
- Managed staff performance through regular coaching, training, and development initiatives.
- Analyzed financial reports to identify trends and drive strategic decision-making.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Reduced employee turnover by fostering a positive work environment and offering competitive compensation packages.
UNIVERSAL BANKER
CITYWIDE BANKS
05.2021 - 10.2023
- Provide customer service to clients by accurately processing financial transactions including deposits, withdrawals, loan payments, and cash checks
- Balance daily cash drawer and reconcile with the bank’s computer records
- Follow all bank procedures and regulations
- Assisted customers with all their banking needs, including deposits, and withdrawals
- Managed customer accounts, including opening, closing, and maintaining accounts
- Responded to customer inquiries and provided excellent customer service
- Developed and maintained good relationships with customers
- Resolved customer disputes professionally and within the bank’s policies and procedures
- Trained new employee with their responsibilities and tasks
- Provided support to our lending officers with the input of loans
BANK TELLER
WELLS FARGO
02.2018 - 05.2021
- Provide customer service to clients by accurately processing financial transactions including deposits, withdrawals, loan payments, and cash checks
- Balance daily cash drawer and reconcile with the bank’s computer records
- Follow all bank procedures and regulations
- Assisted customers with all their banking needs, including deposits, and withdrawals
- Responded to customer inquiries and provided excellent customer service
- Developed and maintained good relationships with customers
- Resolved customer disputes professionally and within the bank’s policies and procedures
Education
High School Diploma -
Battle Mountain High School
Edwards, CO06.2013
Skills
- Problem-solving
- Bilingual
- Strategic thinking
- Team oriented
- Sales expertise
- Adaptability
- Relationship-building
- Organization
- Microsoft suites
- Time management
- Customer service
- Customer satisfaction
Languages
Spanish
English
Timeline
Personal Banker II
UMB Bank
11.2024 - Current
Branch Manager
Citywide Banks
10.2023 - 11.2024
UNIVERSAL BANKER
CITYWIDE BANKS
05.2021 - 10.2023
BANK TELLER
WELLS FARGO
02.2018 - 05.2021
High School Diploma -
Battle Mountain High School