Andrea Salvatierra
Clarksville,TN
Summary
Seasoned Relationship Banker with background in retail and commercial banking. Demonstrated strength in building and maintaining client relationships, product promotion, and financial advising. Proven skills in cross-selling bank products and services to fulfill customer needs. Effectively contributed to team success by surpassing sales goals while delivering top-tier customer service.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Relationship Banker
Regions Bank
Clarskville, TN
03.2023 - Current
- Provided customers with financial advice and assistance in setting up accounts, loans, and investments.
- Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
- Identified financial needs of customers and presented appropriate product and service options.
- Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
- Conducted regular follow-ups with clients to maintain relationships and update financial plans as needed.
- Facilitated account openings, including checking, savings, and investment accounts, adhering to compliance standards.
- Collaborated with internal teams, including mortgage, investment, and commercial banking, to provide holistic financial solutions.
- Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Developed strategies to increase customer satisfaction and loyalty through excellent service delivery.
- Investigated fraudulent activities by analyzing account transactions and identifying suspicious patterns.
Personal Banker
U.S. Bank
Colorado Springs, CO
11.2021 - 06.2022
- Manage customer bank accounts; open, close and oversee transactions
- Resolve issues with banking services and account
- Refer clients to inhouse financial experts, as needed
- Reach out to potential customers to generate new business
- Utilize impeccable organizational skills to attention to detail to accurately calculate customer's transactions which results in handling over 25k a day
- Carefully follow and adhere to the code of federal regulations to ensure maximum protection of customers account information through secure verification methods
- Maintain detailed knowledge of all credit and debit card options, and make customized recommendations based on client's preferences on interest rates, annual fee's and cash back
- Perform administrative duties (e.g
- Entering data into banking software)
Customer Success Manager
T-Mobile
Santa Ana, CA
10.2013 - 03.2020
- Managed a portfolio of high value clients
- Developing and implementing strategies to ensure that clients achieved their desired outcome
- Resolved any issues that arose and worked closely with clients to identify opportunities for improvement
- Served as a mentor to new client success managers providing guidance and support as they learned the ropes
- Deep understanding of customer success best practices, including relationship building, issue resolution & identifying and capitalizing opportunities for improvement
- Customer focus, assist peers in problem solving and delivering results with a key focus on the customer experience
- Assisting in the overall store operations while being accountable for personal/store sales as well as the development of a high performing, motivated team
- Staying current on all products, services, and promotions, and assisting the Store Manager in educating others of all relevant information
Skills
- Financial advising
- Sales expertise
- Persuasive communication style
- Money handling
- Financial planning
- Relationship building and management
Certification
NMLS
Languages
Spanish, Expert
Languages
Spanish
Native/ Bilingual
Timeline
Relationship Banker
Regions Bank
03.2023 - Current
Personal Banker
U.S. Bank
11.2021 - 06.2022
Customer Success Manager
T-Mobile
10.2013 - 03.2020
NMLS