Overview
Work History
Education
Skills
Timeline
Generic

Elizabeth Duarte

Las Vegas,United States

Overview

25
25
years of professional experience

Work History

Associate Personal Banker

Well Fargo Bank
Las Vegas, NV
03.2016 - Current
  • Analyzed financial documents provided by customers to determine their needs.
  • Followed operational standards, promoting security, risk management and compliance.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Maintained position of trust and responsibility by keeping customer business confidential.
  • Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
  • Used product knowledge and abilities to execute consumer loans and other services.
  • Researched customer inquiries and reported findings in a timely manner.

Sales Associate

Nordstrom
San Diego , CA
01.2000 - 03.2016
  • Engaged customers in friendly, professional dialogue to determine needs.
  • Answered incoming telephone calls to provide store, products and services information.
  • Collected payments and provided accurate change.
  • Assessed customer needs to provide assistance and information on product features.
  • Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
  • Reviewed files, recordings and other documents to obtain information to respond to requests.

Education

Associate of Technology - Medical Coding

Southwestern College
Chula Vista, CA
11.2019

San Ysidro High School
San Diego, CA
06.1999

Skills


  • Financial product knowledge
  • Financial Planning
  • Financial product expertise
  • Attention to Detail
  • Strong analytical skill
  • Self-Motivated
  • Excellence Team skills
  • Problem-Solving
  • Excellent verbal , written and interpersonal communication skills

Timeline

Associate Personal Banker

Well Fargo Bank
03.2016 - Current

Sales Associate

Nordstrom
01.2000 - 03.2016

Associate of Technology - Medical Coding

Southwestern College

San Ysidro High School
Elizabeth Duarte