Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Cristie Perez

Ocala

Summary

Strategic and financial professional with a proven track record of success in related roles, seeking to leverage 10 years of experience. Dedicated to providing high-quality financial services to consumers and businesses. Excited to contribute immediate value through a strong work ethic and extensive knowledge of branch operations. Known for meticulous attention to detail and consistently surpassing branch goals. Skilled in customer service relations and sales management. Highly organized and reliable candidate who excels at managing multiple priorities with a positive attitude. Willing to take on additional responsibilities to help the team achieve its goals.

Overview

15
15
years of professional experience

Work History

Senior Risk Coordinator

Capital One
03.2024 - Current
  • Built rapport with customers by demonstrating understanding of their situation while seeking fair resolutions.
  • Processed payments and applied to customer balances.
  • Achieved successful debt collection results by utilizing negotiation skills and developing customized payment plans.
  • Provided exceptional customer service by empathizing with clients'' financial situations while working towards mutually beneficial solutions.
  • Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.

Senior Relationship Manager

Bank Of America
08.2018 - 12.2023
  • Researched current trends to identify prospective customers and determine specific needs.
  • 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.
  • 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.
  • Planned and attended meetings with clients to cultivate and grow partnerships and opportunities.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.
  • Supported colleagues in navigating difficult situations involving potential fraud by providing timely advice based on professional expertise and experience.
  • Reduced fraudulent activities through continuous monitoring of financial transactions and customer behaviors.

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, PR
03.2001

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
  • Customer Interaction
  • Client Rapport
  • Team Training
  • Customer Engagement
  • Problem solving
  • Adaptability
  • Time management
  • Product knowledge
  • Customer service
  • Cross-selling
  • Financial analysis
  • Team leadership
  • Sales management
  • Decision-Making
  • Staff Recruitment and Hiring
  • Willing to Learn

Languages

Spanish
Native or Bilingual

Timeline

Senior Risk Coordinator

Capital One
03.2024 - Current

Senior Relationship Manager

Bank Of America
08.2018 - 12.2023

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

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Cristie Perez