Brenda De La Rocha Beltran
Banking Professional
Riverside,CA
Summary
Results-driven professional focused on delivering exceptional support for customer needs. Successfully manages concerns and resolves conflicts to maximize customer satisfaction. Offers strong background in customer relations and communication.
Overview
15
15
years of professional experience
5
5
years of post-secondary education
Work History
Member Service Representative III
Navy Federal Credit Union
Brea, CA
02.2015 - Current
- Maintained updated knowledge of internal processes and industry best practices to optimize service delivery.
- Researched and rapidly resolved client conflicts to maintain key accounts.
- Learned internal systems and related service role duties to provide skilled team backup in handling member demands.
- Assisted members with correcting account, service and system issues by educating on required forms and technical processes.
Licensed Personal Banker
JPMorgan Chase
Norco, CA
08.2008 - 05.2013
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Promoted financial products by maintaining excellent service offering knowledge.
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Personal Banker
Bank Of America
Rialto, CA
03.1999 - 08.2001
- Achieved consistent recognition as top sales performer.
- Developed top-performing teams, leading to increased branch efficiency and positive customer feedback.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Expanded client base by promoting new financial products.
Education
MBA - Management Information Systems
California Baptist University
Riverside, CA 08.2022 - Current
Bachelor of Science - Business Administration
California State University of San Bernardino
San Bernardino, CA 08.2017 - 05.2022
Skills
Complaint resolution
Staff education and training
Strategic sales knowledge
Verbal and written communication
Policies and procedures
Timeline
MBA - Management Information Systems
California Baptist University
08.2022 - Current
Bachelor of Science - Business Administration
California State University of San Bernardino
08.2017 - 05.2022
Member Service Representative III
Navy Federal Credit Union
02.2015 - Current
Licensed Personal Banker
JPMorgan Chase
08.2008 - 05.2013
Personal Banker
Bank Of America
03.1999 - 08.2001