Angelique Martinez
Rialto,CA
Summary
Experienced client relationship consultant with a strong background in financial literacy-related roles. Proficient in client engagement, system administration, and technical support. Skilled in problem-solving and optimizing performance. Capable of managing projects and collaborating effectively with teams. Committed to continuous learning and staying current with industry trends to contribute to organizational success.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Client Relationship Consultant
U.S. Bank
San Bernardino, CA
03.2020 - Current
- Implemented timely responses to all inquiries from clients regarding products or services.
- Conducted regular follow-ups with existing customers to identify needs and provide solutions.
- Participated in community outreach activities to promote brand awareness.
- Developed strategies for improving operational efficiency within the branch.
- Conducted regular meetings with employees to discuss performance goals and objectives.
- Identified areas of improvement within the branch operations through analysis of customer feedback surveys.
- Prepared monthly financial reports outlining revenue, expenses, and profit and loss statements.
- Notarized clients documents and provided a secure environment for document signings.
Education
Associate of Arts - Psychology
San Bernardino Valley College
San Bernardino05-2023
Skills
- Employee Management
- Leadership
- Problem Resolution
- Microsoft Word
- Attention to Detail
- Analytical and Critical Thinking
- Clerical Support
- Research
- Project Planning
- Networking
Certification
- Notary Public
Accomplishments
- Branch Campaign Ambassador
Timeline
Client Relationship Consultant
U.S. Bank
03.2020 - Current
Associate of Arts - Psychology
San Bernardino Valley College