Vilma L. Perez Email & Phone Number

United States

• Discover opportunities for clients to succeed financially and create long lasting relationships• Demonstrates ability to achieve individual goals in checking, credit, and service• Find Satisfaction in offering the right financial solutions for clients and helping them achieve personal financial goals • Work with fellow team members to further achieve branch goals• Wells Fargo At Work advocate for the Matthews Branch

• Processed loan applications, lines of credit, account openings and gave direction to the right specialist• Helped with Cash deposits, withdrawals, online banking, and wire transfers• Established and maintained customer relations, finding and recommending products fitting the need• Resolved and banking issues from beginning to end• Built our client base in person, on the phone, and or through e-mail• Knowledgeable in banking products such as, lines of credit, mortgages, loans, checking and savings• Worked with fellow team members to further improve branch profits• NMLS Licensed Loan officer

• Maintained daily store goals including achieving daily profit goals• Performed 2nd in the store acquiring new credit card applications for the last fiscal year; creating a larger customer loyalty base• Employee of the month and Quarter• Troubleshooting with customers and management; creating a great customer experience.• Over five years experience handling cash/Cashier• Currently participating in the managerial training program

Bronx, Ny

• Developed, promoted and directed the children’s outreach program• Managed volunteers of group size up to 50 in short-term and long-term projects• Tutored children in the after-school program• Held various office responsibilities

Bachelor Of Science (Bs), Business Administration

Associate Of Arts (A.A.), Liberal Arts