Wells Fargo Learning Experience
Resume:
**********@*****.***
Janice McDaniel
Objective:
To obtain this position; This position offers me an opportunity to utilize my skills, while
providing a challenging and learning experience for personal and future career growth.
Experience:
04/03/202*-**-**-****
The Department of Revenue
Revenue Agent 1
I was responsible for locating and contacting debtors by telephone and letter to secure payment on
delinquent accounts, tax liabilities and overpayments due the state.
2017-2022
Umpqua Bank
Store Lead Bend, OR
I acted as a role model to other store associates. Accepted and accurately processed a variety of
financial transactions for customers, including typical consumer and business transactions, such
as, cashing checks and processing checking and savings account withdrawals and balancing
duties, etc., while seeking opportunities to develop customer relationships and identify sales
opportunities.
I listened to the customers and their financial needs and would cross-sell other bank services and would refer customers to other departments as appropriate, to support the customers financial growth.
I utilized basic sales techniques to deepen existing customer/prospect relationships, such as, new
accounts and products that would properly fit the need of the consumer or business customer.
I worked on assignments that were extremely complex and specialized in nature where independent
action and a high degree of initiative are required in resolving problems and developing
recommendations (i.e., small business lending). May help determine methods and procedures on
new assignments.
I accepted and accurately processed all financial transactions.
I maintained responsibility for all cash drawers and followed proper balancing procedures.
I opened and processed all types of deposit and loan accounts including complex retail products such
as consumer loans, VISA merchant accounts and small business loans providing solutions with
cash management and Retail Business Solutions.
I was expected to proactively be involved in the growth activity of the store.
I reviewed and maintained knowledge of products, fees and policies to stay current on offerings for
product suggestion on all lines of consumer and small business banking.
I facilitated the review and assessment of the operational/audit requirements of the store. Provided
input and support to any remediation or adjustments that will improve operational quality.
I supervised other associates on day-to-day activities, and acted in the Store Manager capacity when
required.
I demonstrated compliance with all bank regulations that applied to my position, and kept up to
date on regulation changes.
I maintained a working knowledge of our policies and procedures regarding the Bank Secrecy Act,
Regulation CC, Regulation E, Bank Security and other regulations that apply to my position.
2012-2015 Wells Fargo Bank
Service Manager Salem, OR
I managed the teller service function to ensure prompt and efficient transaction
processing and the generation of sales through quality referrals.
I created, trained and coached a successful service and referral teams.
I was responsible for effective staff, salary administration and rewards.
I was responsible for scheduling staff efficiently to maximize resources and achieved service and
sales goals. I also ensured compliance with audit and operational regulations and guidelines.
2007-2012
Wachovia Bank/Wells Fargo Bank Salem, OR
Outbound Telephone Sales and Service Representative
I worked on different campaigns these campaigns were geared toward selling products to
customers who qualify for them. I was also the top seller on my team.
I have also coached many of my teammates on my team to provide them with sales
tips and tricks and encouragement to help increase productivity in their sales.
I have completed numerous amounts of training in all of the departments that our
financial institution provides and when our fellow teammates from these specific
departments need assistance when they have an overflow of calls, I provided service to
them and to our customers.
I assisted our customers and handled numerous requests and resolved any situation that was presented
to me.
I also provided floor support to my teammates and answered any questions they may have had.
I would also assist my teammates by heling them find the correct documentation that provided the
proper information to support their question they had so that they were able to resolve their issue with
their customer.
I have also been trained to take supervisor calls that consist of taking escalated
customer calls, customer complaints, customer compliments, and I also review
customers’ accounts for a possible refund if they qualify for one.
I have also been trained to use many software programs such as: Excel, Power Point,
Microsoft Windows/Office/ Word and Vista, Works spreadsheets, and Works Database
and a few more that we use on a daily basis in order to fulfill our job requirements
appropriately.
I opened accounts for customer(s), filled out credit card applications for customers, and I updated
personal information for customers on a daily basis.
Education:
I received my Diploma in 1999 from Mckay High School.
I have completed all the courses for my AAS/ Criminal Justice Degree as of December 2011.
I graduated with a GPA of 3.5 on a 4.0 scale.
Courses taken include:
General education Juvenile Justice Core
General electives: Juvenile Justice or HS Electives
Humanities/Fine Arts Criminal Justice Electives
Social Science Criminal Justice Core
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