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Sales Manager

Chula Vista, California, United States
February 14, 2018

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Lorena Gonzalez

*** ****** ***, ***** ***** *****

(760) ***-****


University of San Diego Dec 2012

Paralegal Program- Business Practices specialty.

ABA approved program, courses included: Introduction to Business Entities, Legal Research, Computers in the Legal Field, Corporations, Civil Litigation, Contracts, Administrative Law, Employment/Labor Law, Intellectual/Real Property, Remedies.

California State University, San Marcos 2008

Bachelor of Science in Psychology

Wells Fargo Bank 2013

Business Certified.

100% of total college expenses earned through full-time employment EXPERIENCE

Membership Specialist/ Personal Banker Jan, 2009 - Oct, 2017 Wells Fargo Bank

● Manage Centro Hispano- Office linked to Mexican Consulate to provide financial literacy.

● Assist Community Development Group with community involvement and financial classes.

● Acquire and open new personal and business accounts and obtain all required documentation.

● Partnered up with different specialists to assist customers with personal and business financial goals.

● Responsible for meeting sales goals set to support main branch in San Diego. Membership Coordinator / Community Outreach Nov, 2003 - Dec, 2008 Wells Fargo Bank

● Achieved growth in business acquirement by developing extensive internal and external business relationships including schools, non-profits, small and large companies. In addition, expanded business relationship with existing clients.

● Responsible for training bankers on different approaches to acquire and establish relationships with existing and future business decision makers.

● Implemented marketing strategies to create opportunities for bankers and attain exposure to new prospective clients.

● Educated the community in finances by delivering workshops to different groups.

● Co-Chair of Internal Team Member Resource Group.

● Constantly recognized for great effort and success in assisting the market to meet sales goals.

● Set up and established new territory by:

o Implementing personalized financial advice to customers. o Analyzing and understanding the different communities we serve by attending events that are important to the community.

o Developing solid business relationships with customers. o Serving as product specialist and trainer for new and existing hires. Lead Teller / Personal Banker Nov, 1999 – Nov, 2003 Wells Fargo Bank

● Responsible for bringing sales to office and cross sell existing customers.

● Assisted Manager to manage store and personnel as needed. SKILLS

● Knowledge in Microsoft Word, Power Point, Excel, Access, Free Lexis, Abacus, Pacer, Tabs3.

● Bilingual- Spanish

● Outstanding communication skills with diverse clientele to ensure long lasting business relationships.

● Effective in working independently and as a team to achieve goals.

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