Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Work Availability
Work Preference
Timeline
Charisse Galvez

Charisse Galvez

PEYTON
Don't you dare underestimate the power of your own instinct.
Barbara Corcoran

Summary

Client relations professional with a strong focus on enhancing customer satisfaction through effective solutions. Demonstrated expertise in identifying client needs and fostering loyalty through teamwork and adaptability. Proficient in conflict resolution and relationship management, ensuring positive client interactions and long-term retention.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Sales & Client Experience Specialist Sr

PNC Bank
07.2023 - Current
  • Developed and executed data-driven strategies to enhance customer interactions across teams.
  • Strengthened client relationships, driving increased loyalty and repeat business.
  • Prepared detailed reports analyzing client interactions to identify improvement opportunities.
  • Utilized CRM tools to manage client information, boosting task efficiency and reporting accuracy.

Branch Manager

PNC Bank
08.2022 - 07.2023
  • Executed strategic planning to prioritize initiatives, boosting customer loyalty and ensuring regulatory compliance.
  • Led team to enhance branch performance through skill development and teamwork.
  • Created a vibrant culture that improved client experience and satisfaction levels.
  • Coached team in risk management, consistently achieving sales goals.
  • Monitored branch performance against key indicators, implementing corrective actions as needed.
  • Maintained professional customer interactions to foster positive relationships.
  • Streamlined daily operations for efficiency, ensuring timely task execution and optimal resource allocation.
  • Implemented successful sales strategies to consistently exceed branch targets.

Branch Operations Manager

PB&T Bank
10.2020 - 08.2022
  • Oversaw daily branch operations to maximize productivity and ensure customer satisfaction.
  • Ensured regulatory compliance to uphold operational integrity.
  • Managed staff performance, fostering teamwork and promoting excellence.
  • Maintained accurate cash and inventory levels to ensure availability.
  • Processed transactions with precision, reducing errors and discrepancies.
  • Resolved customer issues efficiently, enhancing overall service quality.
  • Cultivated strong client relationships, resulting in increased loyalty and repeat business.

Senior Member Service Representative

Navy Federal Credit Union
04.2014 - 10.2020
  • Educated members on financial wellness to promote informed banking choices.
  • Maintained high member service levels through proactive engagement and support.
  • Streamlined service delivery by updating knowledge of company policies regularly.
  • Facilitated team meetings to enhance collaboration and communication.
  • Contributed to compliance maintenance and adherence to established service standards.
  • Identified areas for process improvement, enhancing operational efficiency with practical solutions.
  • Expedited problem resolution, increasing member satisfaction through effective communication.
  • Fostered a positive work environment via regular feedback and encouragement of open dialogue.

Mortgage Loan Officer

JPMorgan Chase
11.2012 - 03.2014
  • Enhanced client retention by delivering prompt and accurate loan status updates throughout mortgage process.
  • Assisted clients in selecting suitable loan products aligned with financial goals.
  • Collaborated with underwriting and processing teams to expedite approvals and address issues.
  • Increased loan approval rates by effectively managing pipeline and maintaining relationships with borrowers, realtors, and underwriters.
  • Analyzed loan applications and credit reports to assess eligibility and risk levels.
  • Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.

Realtionship Banker

JPMorgan Chase
06.2010 - 11.2012
  • Achieved high customer satisfaction ratings by addressing concerns promptly and professionally.
  • Strengthened client relationships through personalized banking solutions and exceptional service.
  • Maintained comprehensive knowledge of banking products and industry trends to advise clients effectively.
  • Assisted customers in reaching financial goals by recommending suitable products and services.
  • Expanded client base through strategic networking and referral generation, increasing business opportunities.
  • Conducted thorough financial reviews for clients, enhancing decision-making and risk management.
  • Adapted products and services to meet evolving customer financial needs.
  • Established reputation as trusted advisor by consistently delivering high-quality financial guidance.

Personal Banker

Wells Fargo
10.2007 - 10.2009
  • Fostered long-lasting client relationships through effective interpersonal communication skills.
  • Assisted customers with account setup, closure, loan applications, and new service enrollments.
  • Ensured compliance with bank policies while executing diverse financial transactions.
  • Generated new business by conducting detailed financial needs assessments and recommending tailored products.
  • Processed deposits, withdrawals, and wire transfers for efficient banking operations.
  • Provided comprehensive financial advice to enhance client loyalty and satisfaction.
  • Consistently exceeded performance metrics while maintaining high client satisfaction ratings as Personal Banker.

Education

Bachelor of Science - Business Administration And Management

University of Maryland Global Campus, Hyattsville, MD
11-2026

Skills

  • Complaint handling expertise

  • Team collaboration and development

  • Presentation skills for large groups

  • Problem-solving abilities

  • Enhancing client experience

  • Leadership training and development

  • Decisive decision-making skills

  • Business insight and acumen

  • Tracking performance metrics and assessments

  • Time efficiency management

  • Detail-oriented organizational skills

  • Exceptional communication

Accomplishments

  • US Army Veteran

Certification

  • Certified Women in Business Advocate, PNC Bank

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference

Work Type

Full Time

Work Location

RemoteHybrid

Important To Me

Work-life balanceCompany CultureWork from home optionPaid time off4-day work weekPaid sick leave401k matchCareer advancement

Timeline

Sales & Client Experience Specialist Sr - PNC Bank
07.2023 - Current
Branch Manager - PNC Bank
08.2022 - 07.2023
Branch Operations Manager - PB&T Bank
10.2020 - 08.2022
Senior Member Service Representative - Navy Federal Credit Union
04.2014 - 10.2020
Mortgage Loan Officer - JPMorgan Chase
11.2012 - 03.2014
Realtionship Banker - JPMorgan Chase
06.2010 - 11.2012
Personal Banker - Wells Fargo
10.2007 - 10.2009
University of Maryland Global Campus - Bachelor of Science, Business Administration And Management

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Charisse Galvez