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, CA05.2011
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
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