Anna Sofia Meza
Private Client Banker
Tucson,AZ
Summary
To provide exceptional client experience by diligently managing customer accounts and building long lasting relationships. Very motivated, dynamic, intelligent, innovative and goal-oriented professional with experience in management, sales, and customer service. Highly organized with the ability to manage multiple projects and meet deadlines. Have a strong work ethic combined with a desire to meet and exceed sales goals. A team player, effectively working to accomplish all objectives, but extremely capable of handling projects single-handedly. Pleasant to work with and eager to learn new skills.
Overview
13
13
years of professional experience
Work History
Private Client Banker/SBS/MOD
Chase Bank
Tucson, Arizona
02.2014 - Current
- Share value of Chase Private Client
- Acquire retain and deepening personal and business banking relationships, by proactively addressing customer needs goals and building long lasting relationships
- Working closely with partners, referring them clients that have more specialized needs
- Proactively developing call strategies to acquire new personal and business relationships
- Mentoring and training new and existing staff
Personal Banker/Small Business Specialist
Chase Bank
Tucson, Arizona
03.2011 - 03.2014
- Acquire, retain, deepen and manage relationships with customers with the intent of building lasting relationships
- Proactively meet with customers to discover their financial needs and goals then provide product and service recommendations
- Work closely with partners referring business to ensure customers get access to experts who can help them with specialized financial needs
- Provide superior customer service and work quality while demonstrating attention to detail, flexibility and innovation in resolving problems
Instore Personal Banker
Chase Bank
Tucson, Arizona
03.2009 - 03.2011
- Processed deposits and withdrawal transactions for clients and provided excellent customer service
- Assisted clients with opening accounts, recommended products that would cater clients' needs.
- Balanced cash drawer and vault on daily basis with zero discrepancies
- Worked closely with management to strategize sales techniques to increase branch production and customer service
Education
Bachelor of Arts - Spanish Literature And Minor in Portuguese
University of Arizona
Tucson12.2005
Timeline
Private Client Banker/SBS/MOD
Chase Bank
02.2014 - Current
Personal Banker/Small Business Specialist
Chase Bank
03.2011 - 03.2014
Instore Personal Banker
Chase Bank
03.2009 - 03.2011
Bachelor of Arts - Spanish Literature And Minor in Portuguese
University of Arizona
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