Carmen Martinez
San Antonio,TX
Summary
Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options. Determined banking professional eager to apply financial knowledge and sales negotiation skills. Collaborative individual communicates with tact and diplomacy to internal and external customers. Researches and pursues new sales prospects to build strong base of clientele.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Relationship Banker
Bank Of America
06.2022 - Current
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
Teller
Wells Fargo
01.2019 - 12.2021
- Improved customer satisfaction by providing efficient and accurate transaction processing.
- Enhanced branch security through vigilant monitoring of suspicious activities and timely reporting to supervisors.
- Streamlined teller operations by maintaining organized workspaces and adhering to policies and procedures.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
- Supported team members in achieving branch goals through collaboration, communication, and shared responsibilities.
Education
High School Diploma -
E.l. Broadly Academy
San Antonio, TX06.2014
Skills
- Relationship building and management
- Policy development and implementation
- Financial Advising
- Money Handling
- Banking
- Sales expertise
- Portfolio Management
- Multitasking
- Excellent Communication
- Relationship Building
- Professionalism
Certification
Texas Notary
Timeline
Relationship Banker
Bank Of America
06.2022 - Current
Teller
Wells Fargo
01.2019 - 12.2021
High School Diploma -
E.l. Broadly Academy