Joaquin Moran

Joaquin Moran Email and Phone Number

Board Member at GRIP (Homeless Shelter)Finance Committee @ Greater Richmond Interfaith Program
united states
Joaquin Moran's Location
San Francisco Bay Area, United States
Joaquin Moran's Contact Details

Joaquin Moran work email

Joaquin Moran personal email

n/a
About Joaquin Moran

Experienced Assistant Branch Manager with a demonstrated history of working in the financial services industry. Skilled in Operations Management, Sales, Administration, Management, and Skilled Multi-tasker. Strong finance professional graduated from San Francisco State University.

Joaquin Moran's Current Company Details
Greater Richmond Interfaith Program

Greater Richmond Interfaith Program

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Board Member at GRIP (Homeless Shelter)Finance Committee
united states
Employees:
20
Joaquin Moran Work Experience Details
  • Greater Richmond Interfaith Program
    Board Member
    Greater Richmond Interfaith Program Jul 2019 - Present
  • Wells Fargo
    Assistant Branch Manager
    Wells Fargo Jul 2018 - Dec 2020
  • Wells Fargo
    Business Banking Specialist
    Wells Fargo Aug 2016 - Jul 2018
  • Wells Fargo
    Personal Banking Officer
    Wells Fargo Apr 2012 - Aug 2016
    Responsibilities:Performed daily responsibilities and met set goals with regards to checking, debit card, credit cards, loans and IRA, these include meeting the loan volume for the quarter and profit goalsProcessed all new account transactions and executed everything from home mortgage loans to simple debit card transactions as well as assisted customers in their selection of various accounts and financial servicesPerformed branch clerical duties in addition to promoting of the Bank by maintaining good customer relations and referring customers to appropriate staff for new servicesConsistently executed the sales process in regards to opportunity management, needs assessment, present/pitch, fulfillment and follow upDeveloped a good understanding of credit, through experience working on a daily basis with credit processesEstablished opportunities to deliver distinctive customer service on each client interactionConsistently met or exceeded sales goals as set by Branch management by effectively and efficiently cross-selling bank products and services to both current and potential customersExecuted daily office responsibilities such as account transactions, account maintenance, customer correspondence, balancing consistently, balance and monitor cash items, order and prepare cash shipments, collection items and loss preventionImplemented good levels of problem solving skills when requiredSupported a balancing record in line with policy and posses the ability to identify and correct outages and errorsAssisted in the review of daily reports as well as provided access and servicing to safe deposit box customersResponsible for referring sales opportunities to other lines of businessesPerformed teller duties as and when requiredAchievements:Developed outstanding leadership skills with a wealth of knowledge surrounding the Personal Banker positionReached very competitive goals and targets set, with a good work ethic and perfect customer service
  • Wells Fargo
    Bilingual Customer Service Representative
    Wells Fargo 2011 - 2012
    Responsibilities:Provided customer service assistance online to English and Spanish speaking customersImplements online servicing, QuickBooks responsibilities and cross-selling effortsInitiated contact with customers and explained available servicesProvided professional customer service, while ensuring compliance with policies and the customer service code of conductProcessed customer orders and payments as well as maintained customer database with regards to updating data and making necessary changesListened, understood, and responded efficiently and effectively to customer general inquiries and carried out good levels of problem solving skills when requiredEncouraged customers to purchase additional productsDetermined and understood customers’ needs with strong objection/response handlingHandled customer queries and complains in a professional and calm mannerAchievements:Reached an incredible 99.7% in customer service stat for a whole year, consisting of 10 surveys a monthAchieved a perfect online customer service Quality Assurance score
  • Sprint
    Assistant Manager
    Sprint 2009 - 2011
    Responsibilities:Managed employees and assisted the manager in inspiring and motivating the team to achieve the set targetsAnalyzed weekly, monthly and yearly sales, and came up with plans to increase salesProactively created an environment that was welcoming for customers by greeting and offering assistanceResponded to the needs of the customers and questions efficientlyDealt with complicated sales, management of cash and helped drive salesFacilitated clear communication between all staff and customersCompletely the creation of schedules to ensure there was the appropriate number of staff at all times and motivated them to maintain a positive work environmentResponsible for escalations and conference calls in addition to open and closing responsibilitiesAchievements:Achieved the set goals every single month and lowered the amount of losses in cash and inventory
  • Ms Wireless
    Sales Representative
    Ms Wireless 2007 - 2009
    Responsibilities:Implemented concrete selling techniques in an aggressive and competitive environmentSuccessfully sold wireless devices and offered excellent customer service, answering customer queriesInventory responsibilities and met high goals and targets, to tight and demanding deadlinesAchievements:Accomplished number one spot in sales for the district for 4 months straight before getting hired at Sprint

Joaquin Moran Skills

Credit Loans Customer Service Financial Analysis Investments Finance Risk Management Portfolio Management Mortgage Lending Leadership Management Communication Business Strategy Business Analysis Process Improvement Loss Prevention Team Building Microsoft Office Operations Management Sales Spanish Mathematics Banking Software Cross Selling Customer Relations Customer Satisfaction Administration Analytical Skills Critical Thinking Training And Development Skilled Multi Tasker Product Knowledge Notary Customer Experience Relationship Building Business Relationship Management Time Management Nmls Credit Reports Credit Risk Financial Risk

Joaquin Moran Education Details

Frequently Asked Questions about Joaquin Moran

What company does Joaquin Moran work for?

Joaquin Moran works for Greater Richmond Interfaith Program

What is Joaquin Moran's role at the current company?

Joaquin Moran's current role is Board Member at GRIP (Homeless Shelter)Finance Committee.

What is Joaquin Moran's email address?

Joaquin Moran's email address is jo****@****rgo.com

What schools did Joaquin Moran attend?

Joaquin Moran attended San Francisco State University, De Anza High School.

What skills is Joaquin Moran known for?

Joaquin Moran has skills like Credit, Loans, Customer Service, Financial Analysis, Investments, Finance, Risk Management, Portfolio Management, Mortgage Lending, Leadership, Management, Communication.

Who are Joaquin Moran's colleagues?

Joaquin Moran's colleagues are Ralph Payton, Hanan H..

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