Sharp banking professional whose talents shine in a competitive, innovative and creative environment. Track record of increasing sales, improving client retention and growing customer base.
Excellent presentation and communication skills
Fluent in Spanish
Cross sell consumer and business deposit products that assist in retaining and expanding the new and existing clients.
Respond to and resolve escalating customer inquiries and problems pertaining to consumer deposits and lending accounts.
Develop and maintain relationships with partners to maximize sales opportunities and achieve sales standards with the goal of acquiring 100% of the client's financial service business.
Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Achieved high sales percentage with consultative, value-focused customer service approach.
Meet or exceed individual member satisfaction
Evaluate and identify member's financial needs with the aid of cross-sell triggers
Make consumer loan, mortgage and investment referrals to internal business partners
Provide exceptional customer service by responding to individual needs
Build customers relations and promoted top products and services by referring and cross selling
Adhered to all fraud prevention and security measure
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