Open To Work
Carla Combs
Brentwood,CA
Summary
Dynamic Retail Relationship Banker with BMO Bank of Montreal, skilled in relationship building and management. Enhanced customer satisfaction through exceptional service and informed financial guidance. Successfully processed loan applications while ensuring compliance, contributing to increased revenue through effective cross-selling strategies. Proven ability to retain clients and foster loyalty in a competitive banking environment.
Overview
31
31
years of professional experience
1
1
Certification
Work History
Retail Relationship Banker
BMO Bank of Montreal
Oakley, CA
08.1995 - Current
- Assisted clients with account inquiries and transactions, enhancing customer service experience.
- Educated customers on banking products and services, fostering informed financial decisions.
- Processed loan applications efficiently, ensuring compliance with regulatory standards.
- Collaborated with team members to streamline branch operations and improve workflow efficiency.
- Developed and maintained relationships with clients to promote retention and loyalty initiatives.
- Enhanced client loyalty by consistently delivering on commitments and meeting or exceeding expectations during interactions.
- Boosted customer satisfaction by providing exceptional service and addressing client needs promptly.
- Identified opportunities for cross-selling products, leading to increased revenue for the bank.
- Retained existing clients and attracted new ones through personalized financial product recommendations.
- Assisted customers with completing required forms for opening and closing bank accounts.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Educated clients on financial topics and best practices.
Education
High School Diploma - General Studies
Liberty Union High-school
Brentwood, CALos Medanos College
Pittsburg, California, CASkills
Customer onboarding
Cash handling
Banking
Relationship building and management
Branch operations
Certification
- CNP - Certified Notary Public
Work Preference
Work Type
Part TimeLocation Preference
On-SiteRemoteHybridTimeline
Retail Relationship Banker
BMO Bank of Montreal
08.1995 - Current
High School Diploma - General Studies
Liberty Union High-school
Los Medanos College