CAITLYN BAEZA
First National Bank of Omaha
Bethune,CO
1
Language
5
years of professional experience
Experienced with financial advising, customer service, and sales. Utilizes expertise in banking products to identify and address client needs. Track record of building strong client relationships and ensuring client satisfaction through effective communication and problem-solving.
Work History
PERSONAL BANKER
3 Years 3 Months- As a personal banker, I performed various tasks including:
- Opening and closing accounts.
- Overall, I am managing high volume of client transactions and account inquiries with efficiency and accuracy. Also, assist clients with financial planning and identifying solutions to achieve their financial goals.
- Quickly and efficiently resolving customers' concerns, questions and or problems
- Answered incoming phone calls from customers to address inquiries.
- Assisted customers with personal and business loan applications to meet their financial needs.
- Assisted on the teller line during peak hours to ensure efficient service.
- Handled cash deposits and withdrawals to ensure customer satisfaction.
- Knowledge regarding FDIC
- Maintained up-to-date knowledge of FDIC regulations to ensure compliance.
- Daily entry with salesforce
- Overall, I handled a high volume of client transactions and account inquiries with efficiency and accuracy. I also supported clients with financial planning and identified solutions to achieve their financial goals.
- Analyzed customer financial needs to recommend suitable banking products and solutions.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
RETAIL SR. SPECIALIST, CUSTOMER CARE
1 Year 6 Months- Answered customer calls in call center, resolving inquiries about account details and providing assistance. I also answered questions regarding customers' credit card accounts.
- Ensured correct balances for customer accounts
- Executed stop payment requests for customer transactions
- Investigated account discrepancies for necessary adjustments
- Processed mortgage payments efficiently for customer accounts
- Executed customer fund transfer requests promptly
- Managed debit card orders and cancellations for clients
- Educated customers on various account types available
- Guided clients through online banking login processes
- Clarified account discrepancies to customers
- Processed disputes for unauthorized charges on accounts
- Responded to customer inquiries about credit card features
- Conducted thorough research on customer account details
USAA AGENT
7 Months- In a call center environment I worked as a banking representative answering questions regarding USAA members' checking and savings accounts. I later was trained to send large wires upon customers' request. Delivered exceptional customer service, ensuring accurate and timely issue resolution. As well as collaborated with team members to optimize service delivery and exceed customer expectations
- Led cross-functional teams to streamline claims processing procedures and enhance customer satisfaction.
- Developed training materials to improve team performance and knowledge retention among new agents.
- Analyzed customer feedback to identify trends, driving improvements in service delivery and operational efficiency.
Education
HIGH SCHOOL DIPLOMA
Throughout my time in high school, I took college courses.
Skills
Customer service
Financial analysis
Cash handling
Branch operations
Compliance awareness
Multitasking
Time management
Problem solving
Financial advising
Multitasker
Reliable
Regulatory compliance
Banking operations
Client satisfaction
Positive mindset
Positive attitude
LANGUAGES
English
Timeline
PERSONAL BANKER
First National Bank of Omaha
06.2021 - 09.2024Read More
RETAIL SR. SPECIALIST, CUSTOMER CARE
First National Bank of Omaha
12.2019 - 06.2021Read More
USAA AGENT
USAA
05.2019 - 12.2019Read More
Aims Community College
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University of Northern Colorado
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Morgan Community College
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Burlington High School
HIGH SCHOOL DIPLOMA
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