Banker at Wells Fargo (2025-11 – Present)
Serve as a primary resource for clients and team members in daily matters, gathering information, clarifying requirements, and coordinating actions to meet service and compliance objectives.
- Serve as a primary resource for clients and team members in daily matters, gathering information, clarifying requirements, and coordinating actions to meet service and compliance objectives.
- Prepare and process a high volume of documentation, including account forms, internal reports, and client correspondence, ensuring accuracy, correct formatting, and adherence to regulatory and internal policy requirements.
- Independently manage a dynamic workload in a fast-paced environment with frequent interruptions, balancing client appointments, walk-in requests, and time-sensitive transactions while maintaining strict attention to detail.
- Research, track, and resolve complex client issues, applying policy and procedures, exercising mature judgment, and escalating when appropriate to ensure timely and accurate resolution.
- Maintain organized, compliant records and tracking systems to support audits, branch reporting, and ongoing monitoring of transactions and action items.
- Coordinate with management and colleagues to prioritize activities, support branch goals, and provide a high level of customer service to internal and external stakeholders.
Teller at Wells Fargo (2024-09 – 2025-11)
Serve as a primary resource for clients and team members in daily matters, gathering information, clarifying requirements, and coordinating actions to meet service and compliance objectives.
- Promoted from Teller to Banker in recognition of accuracy, reliability, and strong customer service.
- Consistently maintained near-perfect cash balancing and documentation accuracy, demonstrating strong attention to detail and follow-through.
Certified Personal Trainer & Front Desk / Sales Associate at Fitness 19 (2019-11 – 2024-09)
Managed front desk operations in a busy environment with frequent interruptions, serving as the first point of contact for members, visitors, and vendors, and directing inquiries to appropriate staff.
- Managed front desk operations in a busy environment with frequent interruptions, serving as the first point of contact for members, visitors, and vendors, and directing inquiries to appropriate staff.
- Independently scheduled appointments and maintained calendars for multiple trainers, coordinating availability, resolving scheduling conflicts, and communicating changes promptly.
- Prepared, edited, and finalized membership documents, contracts, and email correspondence; ensured accurate data entry and maintained organized paper and electronic files.
- Established and maintained tracking spreadsheets and records for client sessions, attendance, and progress, compiling data for reporting and follow-up.
- Monitored and safeguarded confidential client and financial information, ensuring all processes aligned with policy and privacy requirements.
- Assisted with the coordination of internal and external events and visits, including disseminating information, preparing materials, and supporting logistics.
- Supported inventory tracking and supply ordering, ensuring adequate resources for daily operations and special events.
- Collaborated with cross-functional staff and management, contributing to workflow improvements and consistently providing professional, customer-focused service.
