I am a genuine banking professional passionate about building client relationships through excellent customer service. I have extensive knowledge of banking operations and regulations.
Skills
Retail sales
Organizational skills
Exceptional communication skills
Strong client relations
Skilled problem solver
Excellent multi-tasking ability
Audit compliance
Self-sufficient
Quick learner
Dependable
Work History
Relationship Banker, 07/2011 to 11/2016 Wells Fargo – Auburn, CA,
As a Relationship Banker, I was the contact for a select group of Chase's affluent clients, as well as other customers in the Branch.
I managed their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
I help acquire new clients by actively soliciting referrals and developing internal and external sources.
Provide an outstanding customer experience by resolving customer service issues, opening new accounts, offering convenience services, and helping the branch meet sales objectives/goals
Know and follow the Federal and State regulations and guidelines for lending and banking
Excellent customer contact skills; comfortable asking questions/interviewing customers about their financial situation; strong listening skills
Managing assigned customers and proactively meeting with them - in person and over the phone - to build lasting relationships, discover financial needs and tailor product and service recommendations
Making lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week
Partnering with Specialists (Financial Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs
Adhering to policies, procedures and regulatory banking requirements
Achievements:
Series 6, 63, and Life Insurance license for the State of Arizona.
Executive Assistant, 09/2010 to 07/2011 Able Services – San Ramon, CA,
Manage office staff
Schedule client appointments
Answer multiple phone splits
Multi-task between several programs throughout the workday
Answer questions regarding client accounts
Account follow-up and research
Problem resolution and escalation callbacks
Meet monthly quality expectations
Member Service Representative, 01/2008 to 03/2011 Texas Credit Union – Carrollton, TX,
Provided excellent member service
Answered questions regarding member loan products and services
Evaluating the member's needs and recommending products to fill those needs
Opened and closed consumer loan applications and member accounts
Provided fast and excellent customer service
Multi-tasked between several customers throughout the workday
Meet monthly quality standards
Achievements and Recognition
Education
High School Diploma: , Expected in 2006 Arrowhead Christian Academy - Glendale, AZ GPA:
Associate: General Studies, Expected in 2008 Bob Jones University - Greenville, SC GPA: General Studies 3.6
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