Experienced with managing client relationships and offering comprehensive financial guidance. Utilizes customer-centric approach to enhance satisfaction and loyalty. Track record of cross-selling banking products and effectively addressing customer concerns.
Overview
4
4
years of professional experience
Work History
Relationship Banker
Vantage West Credit Union
11.2024 - Current
Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
Strengthened client relationships by providing personalized banking solutions and excellent customer service.
Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
Cultivated strong member relationships through personalized financial solutions and exceptional service.
Sales Advisor
Best Buy
07.2023 - 11.2024
Provided expert product knowledge to customers, leading to informed purchasing decisions and increased satisfaction levels.
Increased sales by establishing rapport with customers and identifying their needs.
Handled difficult situations professionally by addressing customer complaints and finding mutually beneficial solutions, preserving long-term relationships.
Courtesy Clerk
Safeway
11.2021 - 07.2023
Bagged customer items efficiently using proper techniques to protect delicate items and separate different groups of merchandise.
Maintained cleanliness of store premises, resulting in an inviting shopping environment for customers.
Returned unwanted items to correct store locations and restocked shelves.
Education
High School Diploma -
Amphitheater High School
05.2022
Skills
Building professional relationships
Sales expertise
Customer Service-oriented
Cash handling
Financial services
Financial planning
Sales enhancement through cross-selling
Loan processing
Banking operations knowledge
Customer financing solutions
Interests
Stock Market (both investing and trading)
Tech enthusiast, passionate about exploring the latest advancements and innovations.
Constantly Learning, In my free time, I'm always searching for new things to learn like the stock market and how it moves, Microsoft 365, how to be better at speaking and sales, and much more.