Barbara Moran
St. Petersburg,FL
Summary
Dynamic professional with a proven track record at Fifth Third Bank, enhancing customer satisfaction and fostering relationships through exceptional communication and problem-solving skills. Excelled in relationship building and banking operations, achieving significant trust and efficiency. Fluent in Spanish, adept in Microsoft, and committed to professionalism and adaptability, I consistently deliver results and drive business growth.
Overview
3
3
years of professional experience
Work History
Personal Banker I
Fifth Third Bank
12.2022 - Current
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
Receptionist
Optimal Performance and Physical Therapy
09.2022 - 12.2022
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Confirmed appointments, communicated with clients, and updated client records.
- Answered phone promptly and directed incoming calls to correct offices.
- Kept reception area clean and neat to give visitors positive first impression.
Health Insurance Advisor
USHealth Advisors
05.2022 - 09.2022
- Enhanced customer satisfaction by providing accurate and timely information on health insurance policies and benefits.
- Achieved consistent high levels of customer satisfaction through empathetic listening and problem-solving skills when addressing concerns or disputes.
- Utilized sales techniques to build customer interest and close sales.
Collateral File Processor
Nationwide Title Clearing
12.2021 - 05.2022
- Examined, categorized, and sorted incoming documents.
- Prepared new files and assigned tracking identification numbers, resulting in faster retrievals.
- Adhered to company policies and government regulations regarding data oversight and confidentiality to promote overall information security.
- Upheld confidentiality of information to avoid potential data breaches and client lawsuits.
- Enhanced file processing efficiency by implementing an improved organizational system.
Education
Associate of Arts - Marketing
St. Petersburg College
Clearwater, FL05.2025
High School Diploma -
Northeast High School
St Petersburg, FL06.2021
Skills
- Relationship Building
- Branch operations
- Customer Satisfaction
- Fraud prevention
- Problem-Solving
- Fluent Spanish
- Communication and Public Speaking
- Microsoft efficiency
- Banking
- Adaptability and Flexibility
- Multitasking
- Professionalism
- Emotional Intelligence
Timeline
Personal Banker I
Fifth Third Bank
12.2022 - Current
Receptionist
Optimal Performance and Physical Therapy
09.2022 - 12.2022
Health Insurance Advisor
USHealth Advisors
05.2022 - 09.2022
Collateral File Processor
Nationwide Title Clearing
12.2021 - 05.2022
Associate of Arts - Marketing
St. Petersburg College
High School Diploma -
Northeast High School
Similar Profiles
Scott RemalyScott Remaly
Certified Financial Consultant and Account Manager at Fifth Third BankCertified Financial Consultant and Account Manager at Fifth Third Bank
Isiah BoddieIsiah Boddie
Personal Banker II at Fifth Third BankPersonal Banker II at Fifth Third Bank
Adela DzaferovicAdela Dzaferovic
Lead Customer Service Representative at Fifth Third BankLead Customer Service Representative at Fifth Third Bank
Imani DardenImani Darden
Personal Banker I at Fifth Third BankPersonal Banker I at Fifth Third Bank
Victoria BertucaVictoria Bertuca
Junior Merchandiser / Trend at Sweet ApparelJunior Merchandiser / Trend at Sweet Apparel