Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Carlos Moreno

Milton-Freewater,OR

Summary

Experienced and enthusiastic banking professional. Possesses exceptional interpersonal, problem-solving and analytical skills. Dedicated to maintaining optimal security and customer satisfaction.

Overview

9
9
years of professional experience

Work History

Client Relationship Consultant

U.S. Bank
09.2022 - Current
  • Enhanced customer satisfaction by addressing and resolving complex issues in a timely manner.
  • Developed strong relationships with clients, resulting in increased customer retention and loyalty.
  • Collaborated with cross-functional teams to identify and implement process improvements for better customer service delivery.
  • Collaborated with Business/Mortgage Partners to successfully deliver solutions for clients.
  • Enhanced communication among team members, fostering a collaborative and supportive work environment.
  • Provided ongoing support to clients post-implementation, ensuring long-term success of implemented solutions.
  • Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
  • Managed client relationships through regular check-ins and updates.
  • Delivered outstanding service to clients to maintain and extend relationship for future business opportunities.
  • Improved customer satisfaction by efficiently processing transactions and addressing account inquiries.
  • Streamlined teller operations for better workflow by implementing time-management strategies.
  • Enhanced branch sales through cross-selling bank products and services to customers.
  • Conducted daily audits of cash drawer, ensuring accuracy and compliance with bank policies.
  • Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
  • Provided exceptional customer service, resulting in increased client retention and loyalty.
  • Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
  • Collaborated with team members to achieve monthly sales targets and provide exceptional service to customers.
  • Identified fraudulent activities by diligently monitoring transactions and reporting suspicious activity to management.
  • Resolved customer issues promptly, fostering positive relationships between the bank and its clients.
  • Educated customers on banking products, enabling them to make informed decisions about their finances.
  • Processed loan payments accurately, contributing to the overall efficiency of branch operations.
  • Supported branch management in achieving operational excellence through adherence to regulatory guidelines and internal procedures.
  • Contributed to a welcoming branch environment by maintaining a clean and organized workspace for both staff members and customers alike.
  • Increased efficiency within the teller line by sharing best practices among colleagues, leading to shorter wait times for customers.
  • Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Educated customers on use of banking website and mobile apps.
  • Assisted customers in opening new accounts, facilitating a smooth onboarding process for new clients.

Peak Time Client Relationship Consultant

U.S. Bank
10.2021 - 08.2022
  • Enhanced customer satisfaction by addressing and resolving complex issues in a timely manner.
  • Developed strong relationships with clients, resulting in increased customer retention and loyalty.
  • Collaborated with cross-functional teams to identify and implement process improvements for better customer service delivery.
  • Collaborated with Business/Mortgage Partners to successfully deliver solutions for clients.
  • Enhanced communication among team members, fostering a collaborative and supportive work environment.
  • Provided ongoing support to clients post-implementation, ensuring long-term success of implemented solutions.
  • Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
  • Managed client relationships through regular check-ins and updates.
  • Delivered outstanding service to clients to maintain and extend relationship for future business opportunities.
  • Improved customer satisfaction by efficiently processing transactions and addressing account inquiries.
  • Streamlined teller operations for better workflow by implementing time-management strategies.
  • Enhanced branch sales through cross-selling bank products and services to customers.
  • Conducted daily audits of cash drawer, ensuring accuracy and compliance with bank policies.
  • Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
  • Provided exceptional customer service, resulting in increased client retention and loyalty.
  • Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
  • Collaborated with team members to achieve monthly sales targets and provide exceptional service to customers.
  • Identified fraudulent activities by diligently monitoring transactions and reporting suspicious activity to management.
  • Resolved customer issues promptly, fostering positive relationships between the bank and its clients.
  • Educated customers on banking products, enabling them to make informed decisions about their finances.
  • Processed loan payments accurately, contributing to the overall efficiency of branch operations.
  • Supported branch management in achieving operational excellence through adherence to regulatory guidelines and internal procedures.
  • Contributed to a welcoming branch environment by maintaining a clean and organized workspace for both staff members and customers alike.
  • Increased efficiency within the teller line by sharing best practices among colleagues, leading to shorter wait times for customers.
  • Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Educated customers on use of banking website and mobile apps.
  • Assisted customers in opening new accounts, facilitating a smooth onboarding process for new clients.

Client Relationship Consultant

U.S. Bank
06.2019 - 10.2021
  • Enhanced customer satisfaction by addressing and resolving complex issues in a timely manner.
  • Developed strong relationships with clients, resulting in increased customer retention and loyalty.
  • Collaborated with cross-functional teams to identify and implement process improvements for better customer service delivery.
  • Collaborated with Business/Mortgage Partners to successfully deliver solutions for clients.
  • Enhanced communication among team members, fostering a collaborative and supportive work environment.
  • Provided ongoing support to clients post-implementation, ensuring long-term success of implemented solutions.
  • Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
  • Managed client relationships through regular check-ins and updates.
  • Delivered outstanding service to clients to maintain and extend relationship for future business opportunities.
  • Improved customer satisfaction by efficiently processing transactions and addressing account inquiries.
  • Streamlined teller operations for better workflow by implementing time-management strategies.
  • Enhanced branch sales through cross-selling bank products and services to customers.
  • Conducted daily audits of cash drawer, ensuring accuracy and compliance with bank policies.
  • Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
  • Provided exceptional customer service, resulting in increased client retention and loyalty.
  • Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
  • Collaborated with team members to achieve monthly sales targets and provide exceptional service to customers.
  • Identified fraudulent activities by diligently monitoring transactions and reporting suspicious activity to management.
  • Resolved customer issues promptly, fostering positive relationships between the bank and its clients.
  • Educated customers on banking products, enabling them to make informed decisions about their finances.
  • Processed loan payments accurately, contributing to the overall efficiency of branch operations.
  • Supported branch management in achieving operational excellence through adherence to regulatory guidelines and internal procedures.
  • Contributed to a welcoming branch environment by maintaining a clean and organized workspace for both staff members and customers alike.
  • Increased efficiency within the teller line by sharing best practices among colleagues, leading to shorter wait times for customers.
  • Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Educated customers on use of banking website and mobile apps.
  • Assisted customers in opening new accounts, facilitating a smooth onboarding process for new clients.

Bank Teller

U.S. Bank
11.2016 - 06.2019
  • Improved customer satisfaction by efficiently processing transactions and addressing account inquiries.
  • Streamlined teller operations for better workflow by implementing time-management strategies.
  • Enhanced branch sales through cross-selling bank products and services to customers.
  • Conducted daily audits of cash drawer, ensuring accuracy and compliance with bank policies.
  • Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
  • Provided exceptional customer service, resulting in increased client retention and loyalty.
  • Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
  • Collaborated with team members to achieve monthly sales targets and provide exceptional service to customers.
  • Identified fraudulent activities by diligently monitoring transactions and reporting suspicious activity to management.
  • Resolved customer issues promptly, fostering positive relationships between the bank and its clients.
  • Educated customers on banking products, enabling them to make informed decisions about their finances.
  • Processed loan payments accurately, contributing to the overall efficiency of branch operations.
  • Supported branch management in achieving operational excellence through adherence to regulatory guidelines and internal procedures.
  • Contributed to a welcoming branch environment by maintaining a clean and organized workspace for both staff members and customers alike.
  • Increased efficiency within the teller line by sharing best practices among colleagues, leading to shorter wait times for customers.
  • Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Educated customers on use of banking website and mobile apps.

Bank Teller

U.S. Bank
05.2015 - 11.2016
  • Improved customer satisfaction by efficiently processing transactions and addressing account inquiries.
  • Streamlined teller operations for better workflow by implementing time-management strategies.
  • Enhanced branch sales through cross-selling bank products and services to customers.
  • Conducted daily audits of cash drawer, ensuring accuracy and compliance with bank policies.
  • Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
  • Provided exceptional customer service, resulting in increased client retention and loyalty.
  • Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
  • Collaborated with team members to achieve monthly sales targets and provide exceptional service to customers.
  • Identified fraudulent activities by diligently monitoring transactions and reporting suspicious activity to management.
  • Resolved customer issues promptly, fostering positive relationships between the bank and its clients.
  • Educated customers on banking products, enabling them to make informed decisions about their finances.
  • Processed loan payments accurately, contributing to the overall efficiency of branch operations.
  • Supported branch management in achieving operational excellence through adherence to regulatory guidelines and internal procedures.
  • Contributed to a welcoming branch environment by maintaining a clean and organized workspace for both staff members and customers alike.
  • Increased efficiency within the teller line by sharing best practices among colleagues, leading to shorter wait times for customers.
  • Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Educated customers on use of banking website and mobile apps.

Education

Associate of Science - Psychology

Walla Walla Community College
Walla Walla, WA
06.2013

Skills

  • Spanish Speaking/Reading/Writing
  • Performance Tracking
  • Organizational Development
  • Customer Relationship Management
  • Analytical Thinking
  • Issue Resolution
  • Money Handling
  • Ethical Conduct
  • Problem Solving Aptitude
  • Confidentiality Maintenance
  • Listening and Comprehension
  • Sales and Cross-selling

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Client Relationship Consultant

U.S. Bank
09.2022 - Current

Peak Time Client Relationship Consultant

U.S. Bank
10.2021 - 08.2022

Client Relationship Consultant

U.S. Bank
06.2019 - 10.2021

Bank Teller

U.S. Bank
11.2016 - 06.2019

Bank Teller

U.S. Bank
05.2015 - 11.2016

Associate of Science - Psychology

Walla Walla Community College

Similar Profiles

CREATE PROFILE
Carlos Moreno