Osvaldo Flores

Personal Banker @Wells Fargo

Created procurement with clients by explaining the benefits of having a relationship with the bank to fulfil their financial goals through Wells Fargo’s diverse services and referred people to business partners. Processed transactions with caution and abide by bank policy before servicing a complex product need or service and receiving guidance through back shop to ensure the client’s request has been executed properly Planned my daily operations by calling clients and requesting required documents before appointments, supported the branch during high volume of customers by handling multiple tasks from management