CELESTINA SALAZAR
Cape Coral
Summary
Dynamic professional with a robust background in retail management and banking, skilled in fostering client loyalty and driving sales growth. Expertise in team leadership, financial counseling, and operational compliance enhances customer experiences. Leverages analytical problem-solving to streamline processes and improve service delivery.
Overview
15
15
years of professional experience
Work History
Relationship Banker
Bank of America
Fort Myers
03.2025 - Current
- Built strong relationships with clients through personalized banking solutions.
- Educated clients on financial products to enhance their banking experience.
- Assisted clients in setting up accounts and managing their finances effectively.
- Advised customers on bank products, services and financial planning options.
- Conducted needs assessments to recommend appropriate financial services.
- Assessed financial needs of customers and recommended tailored product and service options.
- Informed clients about banking products, facilitating informed decision-making.
- Resolved discrepancies concerning customers' accounts, improving client satisfaction.
- Teamed with colleagues to resolve customer inquiries, enhancing overall service efficiency.
- Managed daily transactions while ensuring compliance with bank policies.
- Assisted customers in opening new checking and savings accounts and facilitating wire transfers and direct deposits.
- Researched customer inquiries regarding account balances, transactions, fees, interest rates.
- Participated in training and mentoring of new associates, assisting with onboarding.
- Leveraged banking technology platforms to streamline operations and enhance the client experience.
- Maintained an in-depth knowledge of banking products, services, and regulatory requirements.
- Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
Personal Banker II
Fifth Third Bank
Cape Coral
06.2022 - Current
- Provided personal financial counseling, assisted with lending services, and built relationships with existing customers to enhance satisfaction ratings and retention.
- Assisted customers with loan and account applications, closing consumer loans in compliance with internal and federal policies.
- Prepare credit and financial information to streamline loans processing for mortgage, installment, and discount loan transactions; prepare loan worksheets for submission to loan processing for closing documents.
- Review and approve overdrafts and checks for cashing, and answer questions on accounts, loans, and statements.
- Identified customer needs to recommend suitable financial solutions.
- Cross-sold banking products such as credit cards, loans and investments.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Coach team members to develop sales opportunities and refer customers to designated business partners to meet branch and individual customer service and sales goals.
- Followed operational standards, promoting security, risk management and compliance.
Store Manager
Signet Jewelers
Fort Myers
10.2017 - 05.2022
- Developed and implemented store strategies to increase customer base, boost store traffic, and enhance profitability.
- Increased store sales by cross-selling complementary items.
- Motivated higher ticket sales through incentive programs and positive reinforcement of effective sales practices.
- Ensuring high levels of customer satisfaction through excellent service.
- Engaged with customers daily to understand needs, provide support, and gather feedback for operational improvements.
- Complete store administration and ensure compliance with policies and procedures.
- Maintain outstanding store condition and visual merchandising standards.
- Conduct personnel performance appraisals to assess training needs and build career paths.
- Conducted job interviews, led employee performance evaluations and rewarded top performers to attract and retain quality personnel.
Lead Teller
Wells Fargo
Cape Coral
01.2011 - 09.2017
- Secured funds and processed transactions accurately to uphold financial integrity and customer trust.
- Executed cash transactions, balanced cash drawers, processed loan payments, and issued cashier's checks efficiently.
- Balanced bank's vault of daily cash for withdrawals and deposits.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Welcomed customers, providing exceptional service to enhance their banking experience.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
- Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
- Completed monthly audits and managed overdraft reports.
Education
High School Diploma -
Lane Tech High School
Chicago, IL06-2006
Skills
- Client relationship management
- Account management
- Client onboarding
- Account closings
- Transaction processing
- Financial services
- Client integration
- Teller background
- Product knowledge
- Risk assessment
- Exceptional customer service
- Customer focus
- Training programs
Timeline
Relationship Banker
Bank of America
03.2025 - Current
Personal Banker II
Fifth Third Bank
06.2022 - Current
Store Manager
Signet Jewelers
10.2017 - 05.2022
Lead Teller
Wells Fargo
01.2011 - 09.2017
High School Diploma -
Lane Tech High School