Karla Ojopi Velarde
Associate Personal Banker @Wells Fargo
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WORK HISTORY
Associate Personal Banker @Wells Fargo
US
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers\' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers\' financial needs to other bankers and partners as needed
EDUCATION
Domingo Sabio Private University
Licentiate degree
Británico Santa Cruz High School
Senior
SKILLS
ABOUT KARLA OJOPI VELARDE
I am a professional with 15+ years of experience in the commercial and administration industry.
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