MONSTSERRAT ISABEL FIGUEROA
Denver
Summary
Licensed and versatile banking professional with over 10 years of experience in financial services, customer relationship management, and sales. Proven success in cross-selling bank products, assisting clients with personal lending, and driving customer satisfaction. Holder of Series 6, Series 63, SIE, and Life Insurance licenses, with a passion for achieving knowledge and success through growth within the financial industry. Skilled in cash management, policy compliance, and team support. Strong ability to build rapport with clients, fostering trust and confidence that results in long-lasting professional relationships.
Overview
8
8
years of professional experience
Work History
Relationship Banker
Wells Fargo Bank, N.A
Aurora
10.2022 - Current
- - Provide personal financial counseling, assist with lending services, and build lasting relationships with clients, contributing to retention and satisfaction.
- - Process an average of 10 client requests daily, including opening accounts, reissuing statements, and resolving online banking issues.
- - Successfully promote financial products, maintaining strong knowledge of service offerings, contributing to a sales increase of X%.
- - Serve as a management advocate, coaching team members on policy changes and compliance.
- - Manage cash vault accounts with zero discrepancies, ensuring smooth and accurate daily operations.
Banker/Lead Teller
Wells Fargo Bank, N.A
Austin
07.2017 - 10.2022
- - Process transactions such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits.
- - Promote bank products and services, tailoring recommendations based on customer profiles.
- - Built and maintained strong customer relationships, providing support with issues and concerns.
- - Assisted in problem-solving, preparing for audits, and handling surprise cash counts.
Skills
- - Financial Products & Services Knowledge (Series 6, 63, SIE, Life Insurance)
- - Client Relationship Building & Management
- - Sales Strategy & Expertise
- - Cash Handling & Management
- - Customer Service Excellence
- - Loan Applications & Personal Lending
- - Strong Written & Verbal Communication
- - Team Leadership & Collaboration
- - Organizational Skills & Attention to Detail
Timeline
Relationship Banker
Wells Fargo Bank, N.A
10.2022 - Current
Banker/Lead Teller
Wells Fargo Bank, N.A
07.2017 - 10.2022
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