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, CA11.2019
San Ysidro High School
San Diego, CA06.1999
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