MAGDALENA MOORE
Bushkill
Summary
Dynamic banking professional with expertise in customer service, relationship building, and cross-selling. Proven track record in enhancing customer satisfaction and streamlining operations to drive branch success.
Dedicated banking expert known for exceptional customer service and relationship-building skills. Experienced in processing transactions, training staff, and identifying cross-selling opportunities to enhance client satisfaction and drive revenue growth.
Results-oriented associate banker with strong skills in goal planning and team coaching. Successfully educated clients on financial products while collaborating with team members to improve operational efficiency and exceed customer expectations.
Overview
14
14
years of professional experience
Work History
ASSOCIATE ROVING BANKER
WELLS FARGO
06.2025 - Current
- Branch Coverage & Flexibility: Support various branch locations, adapting quickly to new environments and team dynamics.
- Educated clients on banking products and services to meet their financial needs effectively.
- Assisted customers with account inquiries and transactions, enhancing overall customer satisfaction.
- Processed loan applications efficiently, ensuring compliance with banking regulations.
- Maintained accurate records of customer interactions and transactions in financial systems.
- Collaborated with team members to streamline branch operations and improve service delivery.
PERSONAL BANKER / BRANCH LEAD DESIGNEE
WELLS FARGO
08.2021 - 06.2025
- Facilitated client account openings and maintained accurate records for optimal service delivery.
- Educated clients on products and services to enhance financial literacy and customer satisfaction.
- Processed transactions efficiently while ensuring compliance with banking regulations and policies.
- Collaborated with team members to identify cross-selling opportunities, boosting branch revenue.
- Trained new staff on operational procedures and best practices, fostering a knowledgeable team environment.
Mortgage Underwriter 2
WELLS FARGO
11.2017 - 08.2021
- Evaluated mortgage applications for creditworthiness and compliance with lending guidelines.
- Analyzed financial documents, ensuring accuracy and completeness for risk assessment.
- Collaborated with loan officers to clarify underwriting conditions and expedite approvals.
- Conducted thorough reviews of property appraisals to determine market value alignment.
- Supported the loan origination team by providing expert knowledge and guidance on complex underwriting scenarios, enabling well-informed decisions in challenging cases.
PREMIER SALES - CALL CETER
WELLS FARGO
07.2016 - 10.2017
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Excellent communication skills, both verbal and written.
- Worked well in a team setting, providing support and guidance.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Passionate about learning and committed to continual improvement.
Consumer Sales Representative
WELLS FARGO
05.2015 - 07.2016
- Delivered exceptional customer service by addressing inquiries and resolving issues efficiently.
- Assisted customers in selecting financial products tailored to individual needs and goals.
- Educated clients on account features, benefits, and digital banking tools to enhance user experience.
- Collaborated with team members to streamline sales processes and improve overall customer satisfaction.
- Developed outreach initiatives that enhanced client relationships and increased retention rates.
PREMIER CUSTOMER SERVICE
WELLS FARGO
02.2014 - 05.2015
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Strengthened communication skills through regular interactions with others.
- Learned and adapted quickly to new technology and software applications.
- providing high-level support, resolving complex customer issues, and building loyalty through personalized communication via phone, email, or chat
CUSTOMER SERVICE REPRESENTATIVE
WELLS FARGO
01.2012 - 02.2014
- Resolved customer inquiries through effective communication and problem-solving techniques.
- Streamlined processes to enhance response times and improve overall customer satisfaction.
- Led training sessions for new hires, fostering a collaborative learning environment.
- Developed and implemented best practices to minimize service errors and increase efficiency.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Collaborated with cross-functional teams to address complex customer needs effectively.
Education
Bachelor of Science - Finance
Pace University
New York, NY06-1999
Associate of Arts - Business Administration And Management
CUNY KINGSBOROUGH COMMUNITY COLLEGE
New York, NY06-1999
Skills
- Customer service
- Creative thinking
- Cross-selling expertise
- Goal planning
- Relationship building
- Team coaching and training
- Bank sales
- Operational risk
Languages
Spanish
Native or Bilingual
Timeline
ASSOCIATE ROVING BANKER
WELLS FARGO
06.2025 - Current
PERSONAL BANKER / BRANCH LEAD DESIGNEE
WELLS FARGO
08.2021 - 06.2025
Mortgage Underwriter 2
WELLS FARGO
11.2017 - 08.2021
PREMIER SALES - CALL CETER
WELLS FARGO
07.2016 - 10.2017
Consumer Sales Representative
WELLS FARGO
05.2015 - 07.2016
PREMIER CUSTOMER SERVICE
WELLS FARGO
02.2014 - 05.2015
CUSTOMER SERVICE REPRESENTATIVE
WELLS FARGO
01.2012 - 02.2014
Bachelor of Science - Finance
Pace University
Associate of Arts - Business Administration And Management
CUNY KINGSBOROUGH COMMUNITY COLLEGE