Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Brenda Solorzano

Salida,CA

Summary

Experienced Sr. Relationship Banker with over 14 years of experience in Banking Industry. Excellent reputation for resolving problems and improving customer satisfaction.

Overview

15
15
years of professional experience

Work History

Sr. Relationship Banker

Union Bank
San Jose, CA
11.2018 - Current
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Handled various transactions, such as: deposits, withdrawals, transfers, payments, cash receiving, ATM settlement, vault balance, and wire transfers.
  • Build and maintain customer relationships.
  • Partner referrals, such as: Commercial lending, Mortgage loans, HELOC, payroll, merchant services, cash management and loan by phone.
  • Perform merchandising and marketing activities as needed.
  • Plan and develop strategies by analyzing community's current market.
  • Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
  • Increased and monitor daily sales.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Interview loan applicants to educate and offer loans and cross-sell opportunities.

Personal Banker

JPMorgan Chase
San Jose, CA
06.2007 - 10.2018
  • Vault custodian: order, receive and supply cash to bank tellers.
  • 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.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Assist in coaching new staff in operations procedures and support sales team in reaching monthly goals.
  • Received trophy for achieving "Best customer service and sales member of year 2009."

Education

Bachelor of Arts - Business Administration

The National Hispanic University
San Jose, CA
05.2011

Volunteer Work

Skills

  • Ability to multi-task and meet changing deadlines
  • Customer Service-Oriented
  • Proficient in utilizing; Rumba, Smart, Teller 3, Oasis, Tableau, Workday, and Word 365
  • Ability to work both independently and on a team

Languages

Spanish
Native or Bilingual
English
Professional Working

Timeline

Sr. Relationship Banker

Union Bank
11.2018 - Current

Personal Banker

JPMorgan Chase
06.2007 - 10.2018

Bachelor of Arts - Business Administration

The National Hispanic University

Volunteer Work
Brenda Solorzano