Paola Chavez - Rodriguez
Fort Lupton
Summary
Top performing banker skilled in customer relationship management, financial advising, and transaction processing. Proven track record in delivering client-focused solutions and meeting business objectives while maintaining confidentiality. Known for strong teamwork, adaptability, and communication skills. Adept at leveraging financial tools and resources to drive results and ensure client satisfaction.
Overview
9
9
years of professional experience
Work History
Personal Banker
Wells Fargo
Brighton
2023.08 - Current
- Assisted clients with account opening and closing processes, ensuring compliance with banking regulations.
- Educated customers on financial products and services, enhancing their understanding of available options.
- Processed transactions accurately and efficiently while maintaining a high level of customer service.
- Collaborated with team members to resolve client issues, improving overall customer satisfaction ratings.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Adapted quickly to new banking regulations, ensuring compliance and mitigating risks.
Teller
Wells Fargo
Brighton
2020.12 - 2023.08
- Trained new tellers in operational procedures, fostering a collaborative team environment.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Educated customers on use of banking website and mobile apps.
- Maintained up-to-date knowledge of bank products, services, promotions, policies, regulations to better assist customers with their financial needs.
- Identified sales opportunities and referred customers to branch partners in financial services.
Packer
Sparboe Farms
Hudson
2019.05 - 2020.10
- Operated packaging machinery to efficiently package products for distribution.
- Inspected finished goods for quality assurance and compliance with safety standards.
- Collaborated with team members to optimize workflow and minimize downtime.
- Trained new employees on packaging processes and safety protocols.
- Maintained a clean and organized work environment, promoting safety and productivity.
- Managed workload effectively under pressure during peak periods while maintaining focus on quality control measures.
Cashier
Compare Foods Supermarket
Hudson
2017.05 - 2019.04
- Processed customer transactions efficiently using point-of-sale systems.
- Assisted customers with product inquiries and provided excellent service.
- Maintained clean and organized checkout areas to enhance shopping experience.
- Handled cash, credit, and digital payments while ensuring accuracy in transactions.
- Trained new cashiers on operational procedures and customer service best practices.
- Greeted customers entering store and responded promptly to customer needs.
- Stocked, tagged and displayed merchandise as required.
Education
Associate of Applied Science - Marketing And Management
Aims Community College
Fort Lupton, CO2021-05
High School Diploma -
Weld Central High School
Keenesburg, CO2019-05
Skills
- Customer service excellence
- Financial product expertise
- Transaction processing
- Regulatory compliance
- Computer proficiency
- Microsoft Word and Excel
- Microsoft Outlook
- Scheduling and planning
- Documentation management
- Team collaboration
- Records management
- Microsoft PowerPoint proficiency
- Multi-line phone operation
- Confidential document handling
- Relationship management
- Compliance adherence
- Attention to detail
- Time management skills
- Quality assurance practices
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
References
References available upon request.
Timeline
Personal Banker
Wells Fargo
2023.08 - Current
Teller
Wells Fargo
2020.12 - 2023.08
Packer
Sparboe Farms
2019.05 - 2020.10
Cashier
Compare Foods Supermarket
2017.05 - 2019.04
Associate of Applied Science - Marketing And Management
Aims Community College
High School Diploma -
Weld Central High School