Cindy Moreno
- Role
- Personal Banker at Wells Fargo
- Location
- San Diego, US
- LinkedIn followers
- 500 followers
About Cindy Moreno
I am a results-driven professional with a strong educational foundation and a keen…
Experience
Personal Banker
Jan 2023 — Present
Support new customers in opening checking and saving accounts and applying for mortgage loans, including reviewing client financial documentation and transactions • Interface with 50+ banking customers per week, manage accounts, identify business opportunities, and upsell retail banking products based on customer needs • Accurately maintained records of each transaction and ensuring all documentation and paperwork was in place and within compliance. • Helped clients access their safe deposit boxes, cash boxes, and items in the bank vault as necessary.
Education
Hult International Business School
Master's degree, Business Analytics
2021 — 2022
Purdue University
Master of Science - MS, Accounting and Finance
2021 — 2023
Briar Cliff University
Bachelor of Business Administration - BBA, Business/Commerce, General
2016 — 2020
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