Concepcion A Davalos

Stockton, CA *****

ad48hb@r.postjobfree.com

+1-510-***-****

Retail leader and bank teller with experience of excellent customer service, handling customer transactions, referring products and balancing cash drawers. Very well at keeping things under control during rush hour. Seeking for a position where I can utilize my knowledge as well as learning new concepts. Adept at working independently or as part of a professional banking team. Authorized to work in the US for any employer

Work Experience

Branch Banker

PNC Bank - Stockton, CA

October 2021 to Present

• Engage customers in sales conversations in order to identify appropriate financial solutions

• Strengthen customer relationships

• Collaborate with partners to grow customer's relationship

• Proactive with sales conversations through internal and outbound interactions (ex: outbound calling, service to sales, appointment setting and lobby engagement)

• Help customers with options to manage their financial transactions by using technology, tools and other resources.

• Use product and procedure knowledge to identify, mitigate and solve customer problems

• Participate in branch daily operations, ensuring that they are completed in an efficient and accurate manner

• Assist with risk management to prevent losses and follow compliance controls

• Experience with mentoring and peer-coaching others Financial Sales Consultant

BBVA BANK USA - Elk Grove, CA

October 2020 to October 2021

• Meeting personal sales goals by opening new consumer and business accounts such as checking and savings, credit cards and loans, CDs and Money Market Accounts; cross-selling and making referrals of bank products.

• Provide a consistently superior customer experience

• Answer customer inquiries regarding products and services

• Create and establish relationships with customers

• Educate customers on consumer and business products, including bank technology and digital solutions such as mobile, online, and ATM offerings to make banking more convenient

• Assists branch and fellow team members with achieving branch goals

• Refer customers to partners when more complex financial goals and needs are recognized

• Achieve required levels of outbound calls using bank-generated customer and prospect lead lists to assist customers with meeting their financial goals Personal Banker

Wells Fargo - San Leandro, CA

March 2020 to October 2020

• Focus on customer service and also have experience with handling complex transactions

• Build and maintained effective relationships with customers and internal partners

• Understand compliance controls, risk management and loss prevention

• Follow policies, procedures, and regulations

• Educate, and connect customer to technology and share the value of digital banking options

• Interact with integrity and professionalism with customers and team members

• Successfully meet team objectives while maintaining individual performance Customer Service and Sales Representative

Wells Fargo - San Leandro, CA

April 2019 to March 2020

• Skilled in assessing customer needs, providing recommendations and building customer relationship by maintaining regular follow ups and building rapport

• Worked closely with management to strategize techniques to increase branch production and customer service

• Assist customer with opening, and managing their personal accounts as well as helping with daily customer concerns and resolutions

• Conduct financial review conversations with clients to analyze their needs and help them succeed financially

Bank Teller

Wells Fargo - San Leandro, CA

October 2016 to April 2019

• Quickly established credibility with clients

• Remembered over 45+ names of regulars creating a friendly rapport with customers

• Processed daily operations with safe deposit box, loan payments, check cashing, deposits, withdrawals and foreign exchange

• Referred customers to appropriate partners for financial services and products as required

• Familiar with audit and loading procedures for ATM's, Teller Cash Dispenser and Cash recycling machines

• Assisted with the training of 2 new tellers ensuring that they received comprehensive education on banking policies and procedures

Education

High School Diploma

San Leandro High School - San Leandro, CA

2015

Skills

• Banking (4 years)

• Financial Services (4 years)

• Loss Prevention (4 years)

• Risk Management (4 years)

• Sales

• Outbound Sales

Languages

• Spanish - Fluent

Certifications and Licenses

California Notary Public

September 2022 to September 2026

San Joaquin County

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