Cristian Romero
Aliso Viejo,USA
Summary
I am actively seeking to transition into the finance industry. 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 excited about the opportunity to apply problem-solving abilities to financial challenges. I am highly motivated to contribute to and grow within a dynamic finance team.
Overview
8
8
years of professional experience
Work History
Teller
Comerica Bank
07.2024 - Current
- Submitted over 20+ referrals that have lead to opening of checking's/savings accounts, credit card applications, and new opportunities worth over 50k dollars
- 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.
- 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
- I created a website for C and K Graphics that helped generate sales over 50k and help bring in clients that have been returning customers
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
Bachelor of Science - Marketing
California State University of Fullerton
Fullerton, CA05.2018
Bachelor of Arts - Business Marketing
Saddleback College
Mission Viejo, CA12.2015
Skills
- Takes initiative in leading (meeting, 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
- Proficient Microsoft Word
- Fluent in Spanish
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 Science - Marketing
California State University of Fullerton
Bachelor of Arts - Business Marketing
Saddleback College
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