Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Brenda Arevalo

Houston

Summary

Dynamic Senior Banker with extensive experience at Bank of America for over 10 years excelling in credit assessment and customer relationship management. Proven track record in developing tailored financial solutions and enhancing client satisfaction. Adept at building strong relationships and driving growth through effective wealth management strategies and team collaboration.

Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills.

Overview

10
10
years of professional experience

Work History

Senior Banker

Bank of America
07.2022 - Current
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
  • Discussed financial options with clients and provided informed suggestions.
  • Met with members to understand goals and recommend solutions to fit specific needs.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Followed up with customers to gather feedback and provide additional assistance.

Relationship Banker

Bank of America
07.2021 - 08.2022

team player by being a flex associate and work on teller line or in lobby where help is needed .


  • Backed up teller team by handling needs of new and existing customers at main counter.
  • Greeted customers and delivered information about new account processes.
  • Provided customers with additional information regarding account services.
  • Processed customer payments and account setup charges.
  • Responded to customer inquiries regarding new accounts and account services.
  • Explained account terms and conditions to customers.

Teller

Bank of America
06.2015 - 07.2021
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Educated customers on use of banking website and mobile apps.
  • Processed customer transactions promptly, minimizing wait times.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Maintained friendly and professional customer interactions.

Education

Sanchez High School
Houston, TX

Skills

  • Credit assessment
  • Wealth management
  • Team member development
  • Banking solutions
  • Customer relationship management
  • Educating clients
  • Business planning
  • Risk management policies

Languages

Spanish
Full Professional
English
Professional Working

Timeline

Senior Banker

Bank of America
07.2022 - Current

Relationship Banker

Bank of America
07.2021 - 08.2022

Teller

Bank of America
06.2015 - 07.2021

Sanchez High School