Summary
Overview
Work History
Education
Skills
Timeline
Generic

Catalina Gutierrez

Muskogee

Summary

Dynamic banking professional with a proven track record at Bank of Oklahoma Financial, excelling in relationship management and sales performance. Adept at cross-selling financial products and fostering customer satisfaction, I leverage strong interpersonal skills to deliver tailored solutions, driving growth and enhancing client trust. Committed to compliance and operational excellence.

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Possesses versatile skills in project management, problem-solving, and collaboration. Brings fresh perspective and strong commitment to quality and success. Recognized for adaptability and proactive approach in delivering effective solutions.

Overview

13
13
years of professional experience

Work History

Personal Banker I

Bank of Oklahoma Financial
04.2024 - Current
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Boosted sales of bank products through effective cross-selling and up-selling techniques.
  • Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
  • Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
  • Delivered personalized banking solutions to high-net-worth clients, solidifying trust and satisfaction.

Senior Loan Specialist

OneMain Financial
06.2019 - 04.2024
  • Provided exceptional customer service, resolving complex issues and maintaining strong relationships with key clients.
  • Assisted in developing annual budgets and forecasts for the loan department, ensuring alignment with company objectives.
  • Leveraged strong analytical skills to evaluate loan portfolio performance metrics, identifying trends that informed future lending decisions.
  • Successfully originated high-quality loans while adhering to strict regulatory requirements and compliance standards.
  • Mentored new hires through onboarding processes ensuring smooth integration into the team.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Originated, reviewed, processed, closed, and administered customer loan proposals.
  • Developed strong relationships with customers through high levels of customer service.
  • Assisted customers in understanding loan terms and conditions to make informed decisions.
  • Developed and maintained relationships with customers, lenders and other third parties.

Center Manager

Advance America
09.2012 - 06.2019
  • Oversaw the recruitment, hiring, and onboarding processes to ensure a skilled workforce capable of meeting center objectives.
  • Checked facility, employee work and service levels to maintain compliance with company and industry standards.
  • Established performance metrics and conducted regular evaluations to identify areas for improvement and drive continuous growth.
  • Promoted a culture of teamwork through effective leadership, open communication channels, and regular team-building activities.
  • Assessed, optimized and elevated operations to target current and expected demands.
  • Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability.
  • Managed work and performance of more than 2 employees.
  • Generated daily operational and sales reports for corrective action or continuous improvement.
  • Initiated new marketing campaigns that effectively raised brand awareness, attracting more customers to the center.

Education

Associate of Applied Business - Business

Barton County Community College
Great Bend, KS
05-2012

High School Diploma -

Muskogee High School
Muskogee
05-2011

Skills

  • Customer service
  • Relationship management
  • Sales performance
  • Team collaboration
  • Customer satisfaction
  • Relationship building
  • Positive attitude
  • Fraud prevention

Timeline

Personal Banker I

Bank of Oklahoma Financial
04.2024 - Current

Senior Loan Specialist

OneMain Financial
06.2019 - 04.2024

Center Manager

Advance America
09.2012 - 06.2019

Associate of Applied Business - Business

Barton County Community College

High School Diploma -

Muskogee High School
Catalina Gutierrez