Claribel Garcia

• Managed client accounts and provided tailored banking solutions.
• Developed relationships with clients to understand their financial needs.
• Coordinated communication between departments to enhance service delivery.
• Resolved client inquiries promptly, ensuring a positive customer experience.
• Oversaw daily operations to maintain high levels of efficiency and accuracy.
• Provided customer service to bank clients, answering inquiries and resolving complaints.
• Analyzed customer's financial information to determine the best banking products for them.
• Helped customers understand and use mobile applications and online banking.

Utilize customer leads and other lead-generation techniques to determine new prospects and cross-selling opportunities. Conduct outbound sales activities, including phone outreach and community events. Schedule periodic meetings and checkpoints to provide clients with value-added service. Coaches and mentors tell tellers about products and special programs. Ensure compliance with all operational controls to protect the client's and the bank's assets.

• Exceeded established sales goals on a consistent basis.
• Invited current and prospective clients to events, actively engaging with attendees to nurture networking and expand branch business.

Provided services to new and existing clients regarding financial and insurance products. Evaluated investment portfolios and made appropriate recommendations, providing medical benefits, as well as disability and group life insurance. Utilized the referral method and generated 2 to 10 referrals per client. Established strategic alliances with HR personnel, accountants, lawyers, community institutions, and marketing managers.

• Identified and capitalized on cross-selling opportunities to maximize revenue.
• Executed employer-sponsored plans and implemented effective marketing strategies to enhance the customer base via mail, cold calling, referrals, and walk-ins.

Supported the merchandise manager in planning and execution of sales events. Prepared periodic sales reports. Showing sales volume and forecasts. Conducted training for sales associates, as well as interviewed prospective employees. Offered incentives and arranged events to reward team achievements. Tracked attendance and schedules for over 30 sales associates. Reviewed performances and formulated action plans as needed.

• Developed and mentored a team of 42 sales associates.