Elizabeth Serrano Email & Phone Number

Helping and following up with customers/business owners by analyzing their financials to make sure all of their needs are being metSet-up new accounts, process daily deposits, loan applications, over-drafts, withdrawals, cashier’s checks, money orders, and wire transfers. Perform transactions with great attention to detail Solve any issues, concerns clients are facing and escalate to the right individual if necessary Managed cash drawer on a daily basis which includes balancing and following procedures and being compliance Ensure cash deposits and withdrawals are allocated to the proper accountsPractice a high level of customer service by attending all required tracings

Helping members financial succeed, by reviewing their financial situation and giving feedback on our products and services •Partnering with our insurance, investments, premier, and mortgage team on assisting the members with financial goals•Processing personal, auto, and credit card application. Also giving members financial advice on savings, checking, and certificate products. •Train new MSR’s on our system and procedures •Awarded Top MSR in the region for Quarter 1 and Quarter 2 in 2016.

Helping and following up with customers/business owners by analysing their financials to make sure all of their needs are being met•Set-up new accounts, process daily deposits, loan applications, over-drafts, withdrawals, cashier’s checks, money orders, and wire transfers. •Perform transactions with great attention to detail •Solve any issues, concerns clients are facing and escalate to the right individual if necessary •Managed cash drawer on a daily basis which includes balancing and following procedures and being compliance •Ensure cash deposits and withdrawals are allocated to the proper accounts•Practice a high level of customer service by attending all required tracings.

Assist supervisor in training, development and monitoring a team of tenured banker to achieve required metrics and maximum productivity converting from retail customer service to credit cards. •Point of contact for new hire training class for 4 weeks, supervised a team of new hires while mentoring a team lead on the process of coaching and training. •Successfully mentored and coached new hires on policy and procedures, sales, adherence, handle time and efficiencyBanker Coach •Provide answers and creative solutions for customers in distress to enhance their customer service experience with Wells Fargo•Coaching individual bankers on sales performance, developing strategy with them to meet and exceed all MPP metrics •Awarded for having perfect attendance for first and second quarter 2013