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Personal Banker Customer Service

Location:
Denver, CO
Posted:
March 01, 2024

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Resume:

Joel Gardea

**** * ****** ***, ******, CO ***** 720-***-****

Experience

**/****- ******* ******** *****

Senior Personal Banker

Assisted customers daily and helped them succeed financially

Helped tellers profile and find ways to help our customers

Achieved highest level payout for sales goals

12/2019-03/2020 Academy Bank

Personal Banker II

Assisted customers daily and helped them succeed financially

Helped tellers profile and find ways to help our customers

Achieved highest level payout for sales goals

12/2017-11/2019 Club Karma

Club Manager

Ensured store hit daily/monthly/quarterly sales goals

Motivated employees and ensure all tasks are being met

Ensure customer service is our top priority.

07/2017-11/2018 KeyBank

Personal Banker

Assisted customers daily and helped them succeed financially

Helped tellers profile and find ways to help our customers

Achieved highest level payout for sales goals

09/2014-05/2017 Wells Fargo Bank

Branch Manager

Ensured store hit daily/monthly/quarterly sales goals

Motivated team members

Reached gold level performance in first quarter

02/2014-09/2014 Wells Fargo Bank Littleton, CO

Service Manager II

Ensured teller line assisted customers in a timely fashion

Motivated team members to hit daily sales goals

Achieved 100 percent in customer service satisfaction

08/2013-02/2014 Wells Fargo Bank Denver, CO

Service Manager I

Assisted Service Manager II in ensuring tellers were reaching sales goals

Helped customers succeed financially

Achieved “Coach’s Bonus” for having all team members hit bonus payouts

08/2012-08/2013 Wells Fargo Bank Denver, CO

Assistant Branch Manager

Assisted branch manager in making sure store was running efficiently and effectively

Coached bankers on customer interactions and sales pitches

Achieved personal payout as well as helping team members hit their own payouts

04/2012-08/2012 Wells Fargo Bank Denver, CO

Personal Banker

Assisted customers daily and helped them succeed financially

Helped tellers profile and find ways to help our customers

Achieved highest level payout for sales goals

12/2011-04/2012 Wells Fargo Bank Denver, CO

Teller

Assisted customers daily and helped them succeed financially

Profiled customers to match solutions with their needs

Achieved highest level payout for sales goals

Education 08/2004-05/2009 Bear Creek High School Morrison, CO

Qualifications Proficient Microsoft Skills Sales Experience Excellent Multi-Tasking Skills Strong Oral and Written Communication Skills Extremely Organized Excellent Customer Service Skills Excellent Motivation and Coaching Skills

References References are available upon request.



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