private banker

BRYANMORENO

C: 619-***-**** admqzy@r.postjobfree.com 414 MARION CT. ALAMEDA, CA 94501

I am a San Diego transplant with a predilection for multi-tasking, creative puzzle solving, and organization. I enjoy cultivating dynamic solutions through an analytical eye. I have a passion for problem-solving and supporting others collaboratively to reach common goals. The process of building a strategy and planning for solutions is as exhilarating as executing the final product. Small teams and emerging environments fuel my need to collaborate and help construct a more effective, efficient, and organized working environment. RELEVANT EXPERIENCE

Licensed Personal Banker II. Wells Fargo Bank / Wells Fargo Advisors. March 2020 – March 2021

Provide end to end world class customer service experience for all clients.

Implement, and follow COVID Safe policies and procedures to ensure a safe and sanitized environment for colleagues and clients.

Multitask in a fast-paced office setting while partnering with colleagues to achieve daily, weekly and quarterly initiatives.

Serve as a risk leader by understanding and managing risks in the business, adhering to policies, procedures and controls, and ensuring compliance with applicable laws, rules and regulations.

Proactively collaborate cross-functional platform meetings to assist clients in achieving short and long term goals.

Establish a comprehensive, yet flexible, schedule to ensure an optimal workflow throughout the work day. Licensed Personal Banker II. Fifth Third Bank / Fifth Third Securities. August 2017 – June 2019

Act in a managerial capacity while the branch manager is out of office.

Help resolve customer concerns and escalate issues as needed.

Always provide a warm and becoming smile to ensure great client experience and maintain the highest level of client satisfaction score for the office.

Create a daily shift schedule to make sure all employees had designated break and lunches while still maintaining branch efficiency to provide outstanding service to our clients.

Work closely with business partners to collaborate and hold joint business meetings to provide holistic solutions for clients’ business needs.

Retention Data Analyst. Worldpay. June 2015 – August 2017

Act in supervisor capacity to provide coaching, floor coverage, side-by-side training, system commands, etc.

Proactively identify business process opportunities and provide subject matter expertise to support the initiative.

Audit contracts and amendments to ensure the implementation of products sold through the retention team.

Implement activities to improve office culture, maintain morale and promote higher sales revenue. EDUCATION, SKILLS, & QUALIFICATIONS

Bachelor of Arts, Psychology – San Francisco State University.

Fluent in English & Spanish.

Proficient in Microsoft office and Google suite products.

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