Berenice Serrano
Laveen
Summary
Results-driven National Sales Consultant experienced in developing and implementing effective sales strategies. Achieved revenue growth through strategic sales planning and strong client relationship management. Focused on fostering key partnerships and driving business growth through innovative selling techniques.
Overview
17
17
years of professional experience
Work History
National Sales Consultant
U.S. Bank
Tempe
08.2025 - Current
- Collaborated with cross-functional teams to enhance product offerings and services.
- Established relationships with key stakeholders to drive business growth.
- Delivered presentations to clients on financial products and services available.
- Reached out to clients via cold calling, email and other forms of communication.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
- Listened to customer needs to identify and recommend best products and services.
Client relationship consultant
U.S. Bank
Phoenix
04.2023 - 08.2025
- Analyzed client needs to develop tailored financial solutions.
- Identified needs of customers promptly and efficiently.
- Assisted in managing daily branch operations and staff schedules.
- Collaborated with management to develop strategic marketing initiatives for products.
HR Benefits Specialist
Wells Fargo Bank, N.A.
04.2020 - 04.2023
- Resolved issues and inquiries from plan participants regarding health and welfare benefits and deductions through telephone, email interactions.
- Checked employees' benefits enrollment for accuracy and inputted all data into Workday.
- Trained new team members in policies and procedures and offered insight into best ways to manage job tasks and duties.
- Observed strict procedures to maintain data and plan participant confidentiality.
HR Specialist (Research Team)
Wells Fargo Bank, N.A.
03.2019 - 04.2020
- Investigated and resolved customer inquiries and complaints quickly.
- Enhanced customer experience by addressing concerns, demonstrating empathy, and resolving issues swiftly.
- Exhibited high energy and professionalism when dealing with employees.
- Addressed customer requests for products, services, and company information to enhance satisfaction.
- Responded proactively and positively to rapid change.
HR Specialist
Wells Fargo Bank, N.A.
07.2016 - 03.2019
- Answered constant flow of customer calls with minimal wait times.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Met customer call guidelines for service levels, handle time and productivity.
- Promoted superior experience by addressing customer concerns, demonstrating empathy and resolving problems swiftly.
- Delivered excellent customer service, resulting in consistent 100% customer satisfaction rating.
Personal Banker (SAFE)
Wells Fargo Bank, N.A.
06.2012 - 07.2016
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Promoted financial products by maintaining excellent service offering knowledge.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
Lead Teller
Wells Fargo Bank, N.A.
12.2011 - 07.2012
- Counted, verified, and processed bank deposits and armored car transactions with accuracy to ensure operational integrity.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Identified customer needs through observation, questioning, and active listening, enhancing service delivery.
- Facilitated connections between customers and bank team members to address financial needs effectively.
- Mentored newly hired team members on appropriate responses to patron questions.
Teller
Wells Fargo Bank, N.A.
03.2009 - 12.2011
- Answered customer inquiries regarding account balances, transaction history, service charges and interest rates.
- Executed customer transactions efficiently, reducing wait times and improving overall service experience.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Learned about customers' financial needs, established trust and optimized sales opportunities resulting in quality customer service.
- Recognized sales opportunities and connected customers with branch partners in financial services to meet their needs.
Education
High School Diploma -
Cesar Chavez High School
Laveen, AZSkills
- Sales strategy
- Financial product knowledge
- Cross-functional collaboration
- Effective communication
- Problem solving
- Adaptability to change
- Teamwork and collaboration
- Conflict resolution
- Professionalism
Languages
Spanish
Timeline
National Sales Consultant
U.S. Bank
08.2025 - Current
Client relationship consultant
U.S. Bank
04.2023 - 08.2025
HR Benefits Specialist
Wells Fargo Bank, N.A.
04.2020 - 04.2023
HR Specialist (Research Team)
Wells Fargo Bank, N.A.
03.2019 - 04.2020
HR Specialist
Wells Fargo Bank, N.A.
07.2016 - 03.2019
Personal Banker (SAFE)
Wells Fargo Bank, N.A.
06.2012 - 07.2016
Lead Teller
Wells Fargo Bank, N.A.
12.2011 - 07.2012
Teller
Wells Fargo Bank, N.A.
03.2009 - 12.2011
High School Diploma -
Cesar Chavez High School