Camille Robles
Relationship Banker II
Spring Hill,FL
Summary
Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.
Overview
16
16
years of professional experience
Work History
Relationship Banker II
Regions Bank
06.2021 - Current
- Promoted to Relationship Banker II within 10 months due to increased performance and driving revenue for the branch
- Ability to learn and maneuverer through multiple systems 3 to 4 at times to research or obtain information
- Compiled new customer information and documentation to open personal and small business accounts, trusts, CD’s, credit cards and loans
- Process Home Equity and personal loan applications and prepare relevant documentation for approval
- Resolved discrepancies concerning customers’ accounts and fraud related concerns
- Complete any account service or maintenance including wire transfers, western unions, and foreign currency
- Participate in training and mentoring of new associates
- Adhere to bank policies and applicable laws and regulations to monitor and prevent risk, fraud, and money laundering
- Assist Branch Manager in overseeing daily operations of the branch and contribute to weekly operations and branch meetings.
- Identified issues, analyzed information and provided solutions to problems.
Financial Relationship Specialist
Regions Bank
Spring Hill, FL
06.2021 - 04.2022
- Provide a consistent customer experience on the cash line while handling customers’ transactional needs, such as deposits, withdrawals, payments, and other typical teller transactions
- Answers customer inquiries regarding products and services, fulfil basic service and account requests
- Educate customers on digital solutions and products to make their banking easier and convenient
- Conduct outbound phone calls by using leads to generate new business
- Adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager.
- Proved successful working within tight deadlines and a fast-paced environment.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Cultivated interpersonal skills by building positive relationships with others.
- Excellent communication skills, both verbal and written.
- Skilled at working independently and collaboratively in a team environment.
Provider Resolution Specialist
United Healthcare
05.2019 - 03.2020
- Answered inbound calls to provide information, answer questions, and create authorizations for patient care
- Researched customer issues regarding claims to understand problems and develop successful resolutions
- Update multiple databases with new and modified customer data
- Knowledge of CPT coding and medical terminology
- Worked effectively in fast-paced environments.
- Managed time efficiently in order to complete all tasks within deadlines.
Client Service Representative
Bank of America
01.2011 - 08.2017
- Drove branch sales and portfolio growth by recommending various financial products to customers in person and over the phone
- Resolved discrepancies and fraud concerning consumer accounts
- Trained and coached less experienced team members
- Refer customers to partners to expand and deepen relationship in loans, business products, and investments
- Open personal checking, savings, cd, and credit card accounts.
Sr. Teller
Bank of America
03.2008 - 01.2011
- Manage teller line of 4 associates, assist in any questions, complex transactions and monitor teller referral goals
- Handle complex teller transactions withdrawals, deposits, payments, cash advances, business related services and cashier’s checks or money orders.
Education
Bachelor of Science - Business Administration, Financial Services
St. Petersburg College
May 2023
Associate of Arts - Accounting
Valencia College
December 2007
Skills
- Detailed
- Team Player
- Organized
- Quick Learner
- Critical Thinker
- Communication
- Self- Starter
- Risk Management
- Positivity
- Microsoft Excel, Word, PowerPoint, Outlook, Teams
- Banking Operations Knowledge
References
References
Available upon request.
Work Preference
Work Type
Full TimeLocation Preference
On-SiteRemoteHybridSimilar Profiles
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