Angel Rizo
Sarasota
Summary
Dedicated professional with expertise in client engagement and financial product education. Successfully assisted customers in navigating banking services and online solutions, fostering enhanced understanding and satisfaction. Committed to achieving clients' financial goals through exceptional service.
Overview
5
5
years of professional experience
Work History
Universal Banker
Achieva Credit Union
Sarasota
08.2021 - Current
- Educated customers on financial products and services, enhancing their understanding and decision-making.
- Explained banking products and services such as checking accounts, savings accounts, loans and credit cards to potential customers.
- Opened new accounts for customers, including checking accounts, savings accounts and certificates of deposit.
- Set up new accounts and services for customers and explained important restrictions, benefits and requirements of each.
- Assisted clients in setting up online banking services, enhancing accessibility and convenience.
- Provided customer service by operating money counters, balancing and replenishing ATMs, and maintaining accounts while opening new accounts.
- Cross-sold bank products, increasing customer engagement and contributing to branch sales targets.
- Provided exceptional customer service to enhance member experience.
- Participated in community outreach initiatives to promote financial literacy.
Home Health Aide
Youthful Aging Home Health
Sarasota
05.2021 - Current
- Assisted clients with daily living activities and personal care routines, promoting independence and dignity.
- Provided mental and emotional support to clients, fostering resilience and improving quality of life.
- Accompanied clients to doctors' offices and on other trips outside home, providing transportation, assistance and companionship.
- Maintained clean and well-organized environment, ensuring client safety and comfort.
Education
High School Diploma -
Riverview High School
Sarasota, FL06-2004
Skills
- Customer management
- Account management
- Online banking systems
- Banking regulations
- Client engagement
- Financial knowledge
- Problem solving
- Financial planning
- Cash handling proficiency
- Client engagement
- Sales techniques
- Relationship building
Timeline
Universal Banker
Achieva Credit Union
08.2021 - Current
Home Health Aide
Youthful Aging Home Health
05.2021 - Current
High School Diploma -
Riverview High School