Chrystal Arellano
Vancouver,WA
Summary
Resourceful Universal Banker known for high productivity and efficient task completion. Skilled in customer service, financial advising, and risk management. Excel at communication, problem-solving, and adaptability to meet client needs and support team objectives.
Overview
10
10
years of professional experience
Work History
Universal Banker
US Bank National Association
Vancouver, WA
05.2007 - 06.2017
- Provided customer service to clients by answering questions, resolving complaints and processing transactions.
- Explained banking products and services such as checking accounts, savings accounts, loans and credit cards to potential customers.
- Opened new accounts for customers, including checking accounts, savings accounts and certificates of deposit.
- Processed deposits, withdrawals, loan payments and other financial transactions.
- Verified customer identity through driver's license or other forms of identification.
- Balanced currency, coin and checks in cash drawers at ends of shifts and calculated daily transactions using computers or calculators.
- Cross-sold bank products such as debit cards, credit cards and overdraft protection plans to existing customers.
- Developed relationships with business owners to promote commercial banking services.
- Conducted outbound calls to follow up on leads generated from marketing campaigns.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Put together and executed loan documents.
- Facilitated the loan application process, from documentation collection to approval communication.
Education
High School Diploma -
Mountain View High School
Vancouver06-2003
Skills
- Document Preparation
- Portfolio Management
- Transaction Processing
- Customer Needs Assessment
- Loan Origination
- Loan Processing
- Financial product knowledge
Languages
Spanish
Limited
References
References available upon request.
Timeline
Universal Banker
US Bank National Association
05.2007 - 06.2017
High School Diploma -
Mountain View High School
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