Maria E Rosales
Nampa
Summary
Personal Banker skilled in financial analysis, customer relationship management, and compliance regulations. Achieved significant improvements in service quality and increased cross-selling of banking products.
Overview
18
18
years of professional experience
Work History
Personal Banker
Wells Fargo & Company
Nampa
07.2007 - 12.2025
- Assisted customers with account inquiries and banking services, enhancing overall service quality.
- Processed transactions accurately for deposits and withdrawals to maintain operational efficiency.
- Educated clients on financial products, promoting informed decision-making and understanding.
- Supported daily operations by maintaining organized records and files for easy access.
- Analyzed customer financial needs through meetings to identify sales opportunities.
- Resolved customer complaints by providing effective solutions and guidance.
- Cross-sold banking products, increasing customer engagement and satisfaction.
- Collaborated with team members to elevate service delivery standards across the branch.
Education
High School Diploma -
Los Angeles Mission College
Sylmar, CA05-1997
Skills
- Financial analysis
- Account management
- Transaction processing
- Regulatory compliance
- Cross-selling strategies
- Customer relationship management
Timeline
Personal Banker
Wells Fargo & Company
07.2007 - 12.2025
High School Diploma -
Los Angeles Mission College