Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Cristian Romero

Aliso Viejo,CA

Summary

I am actively seeking to transition into the finance industry. I am eager to leverage my analytical skills and commitment to continuous learning in this new direction. I am currently pursuing relevant coursework and certifications to enhance my financial knowledge and am excited about the opportunity to apply my problem-solving abilities to financial challenges. I am highly motivated to contribute to and grow within a dynamic finance team.

Overview

7
7
years of professional experience

Work History

Teller

Comerica Bank
07.2024 - Current
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Processed customer transactions promptly, minimizing wait times.
  • Excelled in cross-selling, helping customers find additional services that improve their banking experience.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.

Production Assistant

C & K Graphics
03.2019 - Current
  • Plan and establish work schedules, assignments, and production sequences to meet production goals
  • Primary point of contact for client inquiries, addressing concerns promptly and ensuring high levels of satisfaction
  • Billed customers for products and/or services using Quickbooks
  • Checked invoices for discrepancies in price, quantity, and items
  • Recommend modifications to products, packaging, production processes, or other characteristics to improve the workflow.

Member Enrollment Specialist

Word & Brown
09.2018 - 03.2019
  • Assisted with reporting monitoring and general quality assurance
  • Researched and resolved discrepancies and distribution on a regular basis
  • Handled and evaluated customer inquiries and complaints
  • Reported enrollment trends and all problems to management of weekly meetings
  • Monitored all enrollments to identify and processing problems.

Customer Service Representative/Teller

Community Bank
08.2017 - 05.2018
  • Explain, promote, or sell products or services such as travelers' checks, savings bonds, money orders, and cashier's checks, using computerized information about customers to tailor recommendations
  • Process transactions such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits
  • Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.

Education

California State University of Fullerton
05.2018

Bachelor of Arts - Business Marketing - undefined

Saddleback College
Mission Viejo, California
12.2015

Skills

  • Takes initiative in leading (meetings, projects)
  • Works well in group settings
  • Competitive and high sales driven
  • Web and tech savvy
  • Intermediate Excel
  • Beginner Adobe Illustrator
  • Proficient PowerPoint
  • Beginner Adobe Photoshop
  • Fluent in Spanish
  • Proficient Microsoft Word

Timeline

Teller

Comerica Bank
07.2024 - Current

Production Assistant

C & K Graphics
03.2019 - Current

Member Enrollment Specialist

Word & Brown
09.2018 - 03.2019

Customer Service Representative/Teller

Community Bank
08.2017 - 05.2018

Bachelor of Arts - Business Marketing - undefined

Saddleback College

California State University of Fullerton

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Cristian Romero