Caren Sanchez
Round Lake Beach,IL
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
9
9
years of professional experience
Work History
Personal Banker II
Fifth Third Bank
04.2021 - Current
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Monitored customer accounts to detect irregularities or suspicious activity.
- Leveraged advanced knowledge of banking products/services to deliver custom presentations that effectively addressed unique client needs.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Assisted in the development of marketing strategies to increase awareness of bank products and services within the local community.
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Managed complex credit applications; negotiated terms and conditions which resulted in increased loan approvals for qualified borrowers.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Supported managers in implementing operational improvements that increased efficiency across the branch network.
- Expanded customer base by consistently meeting referral goals through networking events and community outreach initiatives.
- Optimized portfolio growth by identifying potential investment opportunities for high-net-worth clients based on market trends analysis.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Continually boosted branch production and revenue by 30% by consistently meeting all monthly and quarterly sales goals.
- Proved successful working within tight deadlines and a fast-paced environment.
- Demonstrated strong organizational and time management skills while managing multiple projects.
- Demonstrated creativity and resourcefulness through the development of innovative solutions.
Banker
Bank Of America
10.2020 - 03.2021
- Monitored and verified suspicious activity on customer accounts.
- Mentored junior staff members, fostering a supportive work environment that encouraged professional growth and development.
- Leveraged advanced analytical tools to assess portfolio performance, making informed recommendations for adjustments as needed.
- Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
- Educated customers on features and benefits of banking products and services.
- Maintained friendly and professional customer interactions.
- Generated monthly reports on customer activity and customer feedback.
- Cross-sold credit cards, loans and other bank products.
- Educated customers on online banking and mobile banking applications.
- Implemented effective cost-saving measures, reducing operational expenses without compromising service quality.
- Provided advice on different bank products and financial options.
- Received loan and utility payments, sending funds to correct destinations.
- Performed account maintenance by closing out accounts and changing customer addresses.
Member Account Specialist
Great Lakes Credit Union
08.2019 - 09.2020
- Observed financial transaction laws and regulations for full accounts compliance.
- Monitored service after sale and implemented quick and effective problem resolutions.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Increased overall productivity by developing streamlined procedures for routine tasks like invoicing or data entry.
- Prepared and submitted timely invoices, statements and payment reminders for customers.
- Supported business development initiatives by actively participating in networking events and industry conferences.
- Collaborated with sales team to upsell products and services, resulting in higher revenue generation.
- Built relationships with customers and community to promote long term business growth.
- Resolved complex billing and payment issues for balanced, accurate accounts.
- Ensured compliance with industry regulations by diligently reviewing account documentation and transactions.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.
- Managed multiple accounts simultaneously, demonstrating exceptional organizational skills and attention to detail.
- Facilitated smooth onboarding process for new clients by effectively communicating expectations and requirements throughout the transition period.
Account Manager
Medline Industries, Inc
09.2018 - 09.2019
- Streamlined internal processes for better efficiency in account management tasks.
- Attended monthly sales meetings and quarterly sales trainings.
- Reviewed and mitigated discrepancies to increase sales, reduce costs and streamline processes.
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Assessed medical claims for compliance with regulations and corrected discrepancies.
- Reviewed provider coding information to report services and verify correctness.
Relationship Banker
MB Financial Bank
05.2015 - 08.2018
- Implemented strategies to increase customer retention, enabling investment growth.
- Developed strong rapport with local businesses, positioning the bank as a preferred partner for commercial banking services.
- Continually boosted branch production and revenue by 10% by consistently meeting all monthly and quarterly sales goals.
- Contributed to the successful launch of new products by collaborating closely with marketing teams on promotional campaigns and materials.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
Education
Round Lake Senior High School
Round Lake Beach, IL Human Resources Certification - Human Resources
Harper College
Palatine IL Skills
- Attention to Detail
- Client Relationship Management
- Data Management
- Portfolio Management
- Business Development
- Loans
- Microsoft program proficiency
- Revenue Generation
- Fraud prevention
- Banking Policies and Procedures
- Branch operations
- Financial Planning
Languages
Spanish
Native or Bilingual
Timeline
Personal Banker II
Fifth Third Bank
04.2021 - Current
Banker
Bank Of America
10.2020 - 03.2021
Member Account Specialist
Great Lakes Credit Union
08.2019 - 09.2020
Account Manager
Medline Industries, Inc
09.2018 - 09.2019
Relationship Banker
MB Financial Bank
05.2015 - 08.2018
Round Lake Senior High School
Human Resources Certification - Human Resources
Harper College
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