CLAUDIA ROSALES
Fillmore,CA
Summary
Dedicated relationship banker with a focus on understanding client needs and providing personalized financial advice. Proven ability to build strong client relationships that enhance customer satisfaction and loyalty.
Overview
10
10
years of professional experience
Work History
Relationship Banker
Bank of America
Santa Paula, California
03.2019 - Current
- Cultivated strong client relationships to effectively assess and address banking needs.
- Provided personalized financial advice based on client goals and risk tolerance.
- Supported clients with account openings, loan applications, and credit assessments.
- Educated customers on financial needs and spending habits, facilitating appointments with specialists to enhance banking experience.
Style Consultant
Target
08.2016 - 04.2019
- Consulted with customers about their needs and learned their personalities to satisfy their needs and address their concerns.
- Advised customers on fashion trends and style selections.
- Curated personalized outfit suggestions based on individual preferences.
- Conducted seasonal merchandise reviews to align with current trends.
Education
Bachelor of Arts - Sociology
California State University, Northridge
Northridge, CA05-2017
AA - Sociology
Moorpark College
Moorpark, CA05-2015
Skills
- Client management
- Customer management
- Financial advising
- Regulatory compliance
- Client engagement
- Problem analysis
- Adaptability and flexibility
- Teamwork and collaboration
- Adaptability and flexibility
- Effective verbal and written communication
- Bilingual communication
- Effective verbal and written communication
Languages
Spanish
Native/ Bilingual
Timeline
Relationship Banker
Bank of America
03.2019 - Current
Style Consultant
Target
08.2016 - 04.2019
Bachelor of Arts - Sociology
California State University, Northridge
AA - Sociology
Moorpark College