Barbara Verenzuela
Tullahoma,TN
Summary
Goal oriented professional with more that 5 years of experience in the banking industry. Efficient multi tasker and quick learner who is eager and passionate of deepening client relationship, listening to their needs and recommending solutions. Seeking a chance to leverage my banking skills to maximize the sales and quality of service at US Bank.
Overview
4
4
years of professional experience
Work History
Relationship Banker
Bank of America
12.2023 - Current
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Adapted products and services to suit customers' changing financial circumstances.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Analyzed customers' financial information to deliver personalized account guidance.
Small Business Banker
City National Bank of Florida
04.2023 - 12.2023
- Worked with borrowing clients to procure updated financial information on ongoing basis.
- Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
- Assisted in planning portfolio growth through development of business plans in alignment with departmental budget and consistent with overall objectives.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Executed wire transfers, stop payments and account transfers.
Sales and Service Banker
City National Bank
03.2022 - 04.2023
- Sale of bank products such as Mortgages and Home Equity Lines
- Perform basic inquiries relative to opening of accounts to ensure customer knowledge of account features.
- Maintained strict confidentiality of bank records and client information.
- Submitted loan applications to underwriter for verification and recommendations.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Advised clients on mortgage, education and personal loans.
- Monitored pipelines to track and log status of loans.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
Business and Personal Banking Support Assistant
City National Bank
09.2020 - 03.2022
- Assist Directors and Executive of the Retail Banking line of business
- Keep track of appointments and schedule meetings
- Work on big projects to impalement new procedures by taking ownership of the logistic and materials
- Multitasking to achieved multiple task request in a day.
Education
ESOL - undefined
South Dade Technical Collage
Homestead, Florida09.2016
High School Graduate - undefined
UEP Menca De Leoni
Maracay, Venezuela09.2015
Skills
- Multitasker
- Quick Learner
- Efficient in Microsoft software
- Attentive Listener
- Customer Service Oriented
- Professionalism and strong work ethic
- Teamwork and collaboration
- Critical thinking and problem solving
- Initiative
Accomplishments
- Achievements/Tasks
Personal Information
Title: Banking Officer
Hobbies and Interests
- Music
- Reading
- Church
Languages
Spanish
Native or Bilingual
Timeline
Relationship Banker
Bank of America
12.2023 - Current
Small Business Banker
City National Bank of Florida
04.2023 - 12.2023
Sales and Service Banker
City National Bank
03.2022 - 04.2023
Business and Personal Banking Support Assistant
City National Bank
09.2020 - 03.2022
ESOL - undefined
South Dade Technical Collage
High School Graduate - undefined
UEP Menca De Leoni
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