Lorenzo Chavez

ab9ptw@r.postjobfree.com *** N Imperial Ave., Ontario, CA (323) 359-

1297

Experience

Wells Fargo & Co.

January 2012 - Present San

Dimas, CA

Personal Banker

Managed sales projections for the San Dimas Wells Fargo Branch on a regular

basis and generated summary reports in MS Excel for the General Branch

Manager on a weekly basis

Simplified and summarized weekly and quarterly forecast reports in MS Excel

and prepared MS PowerPoint presentations for branch meetings and

conferences on a weekly basis

Responsible for planning banker schedules according to business needs, by

analyzing past data reporting and customer interactions, while staying on

track with the given budget.

Created goal tracking worksheets and established performance improvement

measures to maximize banker productivity.

Assisted with training new Bank Tellers and Personal Bankers on StoreVision

Platform (sales software) and Hogan software (internal operations software)

Spearheaded various marketing strategies to increase client base by

implementing new ads aimed at attracting high net worth clients from the

San Dimas Community

Regularly helped clients with financial needs by asking a series of

questions about personal finances and spending habits

Awarded top new sales acquisition for 2012 and 2013 among several qualified

candidates

Student Managed Investment Fund

July 2012 - March 2013 San

Bernardino, Ca

Fund Leader

Analyzed corporate statements and did fund analysis using Steele Mutual

Fund Software

Utilized MS Excel to compare mutual funds and exchange traded funds by

establishing individual forecast models

Created customized client analysis reports and presentations

Established trailing stop-loss orders to minimize one day trading loss

Used economic forecast data as indicators for market momentum

Strategic Global Inc.

July 2008 - December 2011 Mission

Hills, CA

Financial Advisor Assistant

Created detailed reports utilizing Steele Software, analyzing certain

aspects of a global economy

Organized strategies to increase the firms' individual and corporate

clients by applying direct marketing techniques that generated a 30% annual

increase in client assets

Assisted in the generation and distribution of Pro-forma financial

statements for transparent client reporting

Verified and confirmed all brokers' transactions with traders and prepared

trading report summaries in Excel

Assisted with the implementation of customer's financial strategies that

fit their financial needs based on their risk tolerance

Prepared advisor for client meetings, including new client paperwork,

applications and marketing materials

Wells Fargo & Co.

January 2007 - July 2008 Covina,

CA

Customer Sales and Service Representative

Maintained great customer relations and referred customers to appropriate

staff for new services

Helped customers consolidate all debt by offering different loan options

Assisted customers in their selection of various bank accounts and

financial services

EDUCATION

California State University, San Bernardino

Graduated: March 2013

Bachelors in Business Administration with an Emphasis in Finance

Beta Gamma Sigma Business Honor Society Member

Cum Laude graduate

Skills

Experienced with planning and setting performance improvement measures

Excellent Skills with Microsoft Excel, PowerPoint, Word, Outlook and

Publisher

Advanced skills in increasing sales and maintaining great customer service

Great verbal and written communication skills

Skilled with financial Pro-forma statements

Advanced skills using Oracle Software

Fluent in Spanish

Detail Oriented

Volunteer Work

2012-2013 Financial Management Association- San Bernardino

2009-2011 Discovery Youth Leader-Moreno Valley Unified

2005-2008 Special Olympics Volunteer-California State University, Los

Angeles

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