Aaliyah Partida
8017 Pinecrest Dr. Redwood Valley,CA
Summary
Experienced with managing client relationships and offering comprehensive financial guidance. Utilizes customer-centric approach to enhance satisfaction and loyalty. Track record of cross-selling banking products and effectively addressing customer concerns.
Overview
5
5
years of professional experience
Work History
Relationship Banker
Savings Bank of Mendocino County
Redwood Valley, CA
07.2025 - Current
- Assisted clients with account openings, transactions, and inquiries to enhance satisfaction and retention.
- Resolved customer issues promptly, ensuring a positive banking experience and maintaining trust.
- Collaborated with team members to streamline processes, improving service efficiency and accuracy.
- Mentored new staff on operational procedures, fostering a collaborative learning environment within the branch.
- Assisted customers with completing required forms for opening and closing bank accounts.
CSR 2
Savings Bank of Mendocino County
Ukiah, CA
10.2023 - 07.2025
- Resolved customer inquiries efficiently, enhancing overall satisfaction and loyalty.
- Processed transactions accurately using banking software, ensuring compliance with policies.
- Provided product information and recommendations to customers, fostering informed decision-making.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
CSR 1
Savings Bank of Mendocino County
Ukiah, CA
11.2021 - 10.2023
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Collaborated with team members to develop best practices for consistent customer service delivery.
- Addressed customer inquiries to ensure satisfaction and foster positive service experience.
Education
High School Diploma -
Ukiah High School
Ukiah, CA06.2020
Skills
Customer Service-oriented
Cash handling
Teller background
Multitasking Abilities
Teamwork and collaboration
Relationship building
Problem-solving
Languages
Spanish
Native or Bilingual
Timeline
Relationship Banker
Savings Bank of Mendocino County
07.2025 - Current
CSR 2
Savings Bank of Mendocino County
10.2023 - 07.2025
CSR 1
Savings Bank of Mendocino County
11.2021 - 10.2023
High School Diploma -
Ukiah High School