Cindy N Perez
Warwick
Summary
Bilingual professional with expertise in client support and communication. Demonstrated success in launching projects, recognizing possible sales, and facilitating client calls and training, resulting in improved operational efficiency and increased customer satisfaction.
Overview
8
8
years of professional experience
Work History
Business Banking Priority Services Rep
Citizens Bank
09.2017 - Current
- Launched project with Commercial Banking to optimize servicing model for Business Banking clients.
- Established specialized team to improve access and training for client support.
- Managed communication between sales team and departments to ensure seamless collaboration.
- Analyzed Business Banking needs to identify potential sales opportunities for colleagues.
- Facilitated client calls with sales team to promote product and service offerings.
- Conducted training and support sessions for clients via Teams and WebEx.
Senior Relationship Support Specialist
Citizens Bank
06.2023 - 09.2024
- Delivered comprehensive support to large Business Banking RM2 clients through multiple communication channels.
- Resolved technical issues for banking applications, ensuring minimal disruption for users.
- Educated clients on products and services, boosting understanding and satisfaction.
- Maintained precise records of customer interactions and resolutions for quality assurance.
- Reviewed and updated procedures to ensure compliance with evolving Risk metrics.
- Conducted monthly training sessions to reinforce team knowledge and skills.
- Supported onboarding and training of new service representatives to ensure seamless integration.
Operations Manager
Citizens Bank
07.2022 - 06.2023
- Coordinated internal banking transfers to support merger initiatives post-acquisition of Investors Bank branches in New York and Metro Area.
- Trained staff on policies and procedures to achieve optimal performance.
- Oversaw daily operations, ensuring strict compliance with banking regulations.
- Implemented process improvements to increase service delivery and operational efficiency.
Relationship Support Specialist
Citizens Bank
07.2019 - 06.2022
- Delivered personalized support to Business Banking Sales colleagues, enhancing operational efficiency.
- Serviced Business Portfolio customer accounts, maintaining strong relationships.
- Collaborated with internal and external partners to resolve customer issues effectively.
- Utilized systems knowledge to manage customer relationships, including deposits and lending products.
- Assisted risk partners with monthly regulatory reporting to ensure compliance.
Sr. Teller/Teller Manager
Citizens Bank
04.2017 - 06.2019
- Processed customer transactions efficiently and accurately, ensuring high levels of service.
- Assisted clients with account inquiries and banking services to meet daily banking needs.
- Transitioned customers to bankers for specialized financial guidance.
- Managed cash drawer operations, maintaining accurate balance and security.
- Resolved customer issues promptly, ensuring positive experiences.
- Promoted bank products, increasing customer awareness and engagement.
- Maintained branch compliance standards and conducted training for audits.
Education
CCRI General Studies -
CCRI
Warwick, RI01.2014
High School Diploma -
Heath And Science Technology High School
Providence, RI01.2005
Skills
- Analytical decision making
- Bilingual proficiency (Spanish)
- Client support
- Time management
- Microsoft Office and Salesforce
- Financial product knowledge
- Client onboarding and relationship management
Education Certifications
- High School Diploma, 05/01/05
- CCRI General Studies, 05/01/14
References
References available upon request.
Timeline
Senior Relationship Support Specialist
Citizens Bank
06.2023 - 09.2024
Operations Manager
Citizens Bank
07.2022 - 06.2023
Relationship Support Specialist
Citizens Bank
07.2019 - 06.2022
Business Banking Priority Services Rep
Citizens Bank
09.2017 - Current
Sr. Teller/Teller Manager
Citizens Bank
04.2017 - 06.2019
CCRI General Studies -
CCRI
High School Diploma -
Heath And Science Technology High School
Similar Profiles
Martha OrtizMartha Ortiz
Banker at Citizens BankBanker at Citizens Bank
Janai WilkersonJanai Wilkerson
Customer Service Teller at Citizens BankCustomer Service Teller at Citizens Bank
Pierre-Alexis KAPTCHOUANGPierre-Alexis KAPTCHOUANG
Senior Banker at CITIZENS BANKSenior Banker at CITIZENS BANK
Laith LosLaith Los
Citizens Banker at Citizens BankCitizens Banker at Citizens Bank
Shaun P. GalliganShaun P. Galligan
Sr. Director of Environmental, Health, Safety & Sustainability at Finlays SolutionsSr. Director of Environmental, Health, Safety & Sustainability at Finlays Solutions