Ana M Ponce Carvajal
Gaithersburg
Summary
Proven in driving retail banking sales and deepening customer relationships, I bring a track record of delivering results from my time at Wells Fargo. Skilled in banking operations and possessing excellent communication abilities, I excel in environments requiring adaptability and a keen understanding of customer needs. My background includes significant achievements in financial services and administrative support, showcasing my ability to thrive in dynamic settings.
Overview
7
7
years of professional experience
Work History
Associate Personal Banker
Wells Fargo
07.2023 - Current
- Maintained an in-depth knowledge of banking products, services, and regulatory requirements to built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty. As well as conducting comprehensive financial needs assessments to offer tailored banking products and services and referrals to partners
Administrative Assistant
White Dot Services
01.2023 - 07.2023
- Provide support managing company's general administrative activities, handling customers transactions and requirement, maintain customers records and process payment transactions as well as product and pricing development
Functional Data Solutions
BBVA Bank
12.2020 - 11.2021
- Information management of banking products and services to ensure the proper use and quality management of customer’s information. Information gathering, work sessions with users, preparation of work plans, monitoring of area metrics, progress reports and forecasting projects.
Sales Associate
Concentrix
01.2018 - 12.2018
- Customer service and sales of AT&T company products for customers located in United States and LatinAmerica
Education
Industrial Engineer -
University of La Sabana
Chia, Colombia07.2021
Skills
- Retail banking sales
- Deepening customer relationships
- Deliver proven results
- Flexible and adaptable
- Excellent communication
- Banking operations proficiency
Languages
Spanish
Full Professional
Accomplishments
- Net Promoter Circle Q4 2024: Earned by providing an excellent customer service resulting in a +90% feedback score from our clients in regards to service, guidance and financial support provided.
- Net Promoter Circle Q3 2024: Earned by providing an excellent customer service resulting in a +80% feedback score from our clients in regards to service, guidance and financial support provided.
- Net Promoter Circle Q1 2024: Earned by providing an excellent customer service resulting in a +85% feedback score from our clients in regards to service, guidance and financial support provided.
Timeline
Associate Personal Banker
Wells Fargo
07.2023 - Current
Administrative Assistant
White Dot Services
01.2023 - 07.2023
Functional Data Solutions
BBVA Bank
12.2020 - 11.2021
Sales Associate
Concentrix
01.2018 - 12.2018
Industrial Engineer -
University of La Sabana
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