Bianca Perez

A banker's role is multifaceted, primarily involving the management of financial transactions and providing financial advice to clients. This can include tasks like opening and closing accounts, processing deposits and withdrawals, offering advice on loans and other financial products, and ensuring compliance with banking regulations. Bankers also play a crucial role in building relationships with clients and identifying opportunities to cross-sell or upsell banking products and services

As a client relationship consultant, I perform teller tasks such as processing deposits, withdraws, and cashing checks for customers but I also build relationships with individuals and businesses through proactive engagement in their financial needs, as a result I tailor products like; bank accounts, credit cards, investments, loans & line of credits to help my clients reach their financial goals.

At California check cashing I provided access to financial services for the unbanked and underbanked meaning I provided competitive check cashing rates; bill pay options, money orders, tax prep help, green dot visa debit cards, and western union services. I also educated and recommended short term loans like pay roll advances and line of credits.