Samantha Huertas
@samanthahuertas
Customer-centric banking professional combining trust, compliance, and mentoring.
United StatesWhat I'm looking for
I’m a Detail and quality-oriented Universal Banker and Teller Supervisor seeking a position with a professional establishment where I can utilize my accomplished skills, while gaining both professional and personal growth. I’m committed to maintaining a warm, welcoming, customer-centric branch environment.
At Wells Fargo as a Personal Banker (February 2022 - June 2025), I perform daily opening procedures, respond quickly and diplomatically to concerns, and ensure superior service and satisfaction. I professionally guide business clientele with formal trusts through legal and regulatory requirements, handle confidential paperwork, follow banks and federal privacy policies to the letter, and help drive new account opportunities.
Previously, as Lead Teller (April 2014 - July 2021) and promoted from Teller in April 2018, I coached other tellers on regulatory and compliance (including FDIC) and strengthened customer service skills. Alongside my banking experience, I bring legal training from Brookline College (Legal Secretary) and Columbus Technical College (Paralegal), with coursework including legal research and writing, and law office management.
Experience
Work history, roles, and key accomplishments
Personal Banker
Wells Fargo
Feb 2022 - Jun 2025 (3 years 4 months)
Performed daily opening procedures and provided customer support to business clientele, including guidance through legal and regulatory requirements. Handled confidential paperwork and ensured compliance with bank and federal privacy policies while seeking and opening new financial accounts.
Universal Banker
Valley Bank
Jul 2021 - Feb 2022 (7 months)
Handled daily opening procedures and provided customer service to business clientele, including support related to legal and regulatory requirements and formal trusts. Trained to seek new accounts, provided initial client contact and diplomatic resolution of concerns, and managed confidential paperwork in line with privacy policies.
Education
Degrees, certifications, and relevant coursework
Columbus Technical College
Paralegal Certification, Paralegal Studies
Completed a Paralegal certification program at Columbus Technical College in December 2022.
Brookline College
Diploma, Legal
Completed a Diploma in Legal studies at Brookline College in 2011.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Skills
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