Cristie Perez
Ocala,FL
Summary
Strategic financial professional actively pursuing an Assistant Branch Manager role to utilize 10 years of successful performance in related roles. Committed to offering quality financial services consumer and business base. Eager to contribute immediate value through an exceptional work ethic and strong knowledge of branch operations. Highly detail-oriented and professional at meeting and exceeding branch goals. Expertise in customer service relations and sales management. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
14
14
years of professional experience
Work History
Assistant Branch Manager
VyStar Credit Union
09.2023 - Current
- Trained and developed new team members in alignment with branch service standards and objectives.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
- Developed and managed employee schedules, balancing individual requests and requirements with business needs.
- Conducted weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.
- Developed sales strategy to meet established sales objectives.
Senior Relationship Manager
Bank Of America
08.2018 - 09.2023
- Researched current trends to identify prospective customers and determine specific needs.
- Planned and attended meetings with clients to cultivate and grow partnerships and opportunities.
- Worked with clients to address and respond to client and partnership management issues.
- Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
- Developed new banking relationships with business prospects.
- Requested customer feedback to drive client satisfaction and retention while quickly remedying issues.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Developed customer surveys to measure customer satisfaction and identify areas of improvement.
Financial Sales Advisor
BBVA Compass Bank
04.2015 - 08.2018
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.
- Evaluated client financial positions and identified most appropriate banking products.
- Educated customers on features and benefits of banking products and services.
- Opened, closed, and updated accounts for customers.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
Regional Retail Manager
Voga Corp
11.2009 - 07.2014
- Controlled store inventory and reviewed cash handling and operations reports.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
- Trained and developed new employees for ease of transition into team.
- Coached employees and trained on methods for handling various aspects of sales, complicated issues, and difficult customers.
- Exceeded sales goals and accomplished business objectives by inspiring staff and promoting target products.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
Education
Business Administration And Banking -
Instituto De Banca Y Comercio - Aguadilla
Aguadilla, PR03.2001
Skills
- Customer Retention
- Loan Application Evaluation
- Banking
- Relationship Building and Management
- Sales Expertise
- Client Relationship Management
- Employee Scheduling
- Team Development
- Financial Product Sales
- Financial Services
- Goal setting
- Relationship building
Languages
Spanish
Native or Bilingual
Timeline
Assistant Branch Manager
VyStar Credit Union
09.2023 - Current
Senior Relationship Manager
Bank Of America
08.2018 - 09.2023
Financial Sales Advisor
BBVA Compass Bank
04.2015 - 08.2018
Regional Retail Manager
Voga Corp
11.2009 - 07.2014
Business Administration And Banking -
Instituto De Banca Y Comercio - Aguadilla