Brandon Olguin

Experience

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  Wells Fargo

  Jun 2017 - Jul 2018

  Bilingual Bank Teller

  Consistently met and exceeded monthly overall customer satisfaction goals by building rapport, scheduling follow-up meetings, and identifying financial needs.Processed an average of 100 transactions per day resulting in increased opportunities for beneficial products and services with the company.Assisted in the development of best practices and sales strategies by participating in job family meetings resulting in coaching and mentoring of team members.Accurately balanced incoming & outgoing shipments of currency over $100K with couriers weekly. Show less

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  Chevrolet

  Jul 2018 - Mar 2019

  Automotive Sales Consultant

  Efficiently closed sales by overcoming objections, asking for sales, negotiating prices, and purchasing contracts.Qualified buyers by understanding their requirements and interests and matching these interests to various car models resulting in increased sales volume monthly by 50%.Demonstrated car functions to customers, describing options, explaining related purchasing costs, and accompanying clients on test drives.Consistently built and maintained strong professional relationships with personal clients and corporate clients to secure a 75% repeat customer rate. Show less

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  Kinecta Federal Credit Union

  Apr 2019 - Nov 2019

  Personal Financial Advisor

  Worked with Members to provide personalized service by performing cash transactions, accounting daily cash logs, analyzing credit reports, and loan servicing.Successfully resolved Member concerns in the credit union by asking questions, assessing needs, and delivering an action plan to ensure our Members are satisfied with their accounts.Effectively serving the membership over the telephone by answering and processing Member consumer lending transaction requests, submitting loan applications, funding personal loans and credit cards, and providing product and service information to Members.Gained client trust quickly by providing expert financial analysis and actionable next steps, reflected in increased client satisfaction and referral growth every month. Show less

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  Wescom Credit Union

  Nov 2019 - Jul 2022

  Member Service Representative II

  Successfully increased memberships by providing excellent Member service and Identifying and evaluating Member needs for investment services, assessing the objectives and goals of the Member, and developing financial plans.Assisted management with miscellaneous projects and preparing monthly balance sheets, performing thorough account analyses, and transaction research, and resolving issues and discrepancies timely.Collaborated with internal team members by accounting for customer data increasing areas of opportunity for financial needs every day.Analyzed applicant information, including income, employment history, credit reports, and other financial data to determine eligibility for loans.Identified target segments and created marketing lists for email, direct mail, calling, and more, based on branch or organizational goals and criteria. Show less

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  The Walt Disney Company

  Jul 2023 - Oct 2023

  Bell Services Clerk

  Exhibit a positive, friendly, and helpful attitude to Guests to maintain the show quality of the Disney experience.Proactively address Guest needs by answering questions, giving directions, and other information regarding the hotel/resort or surrounding areas.Efficiently handling all incoming luggage requests from hotel Guests by answering phone calls, dispatching bellmen to rooms, and storing luggage properly.Actively work in a fast-paced environment and with minimal supervision.Support leads with operational tasks, events, and Guest concerns that may occur. Show less

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  CLA (CliftonLarsonAllen)

  Feb 2024 - Oct 2024

  Service Processing Coordinator

  Conduct audit and finalization for state and local government, city and corporations financial statements in surrounding areas of southern californiaFacilitate and monitor day-to-day operations, report on performance, and recommend actionable improvements when necessary for in office team membersAssist management with onboarding new team members by addressing logistical needs, facilitating effective communication and integration into the company culture to become productive members of the firm.Collaborate with campus recruiters and directors of the firm to establish and maintain relationships with new and existing clients through networking and prospecting Show less