Crystal Gonzalez Ramirez
Altoona,AL
Summary
Experienced administrative professional prepared for this role with strong background in office management, scheduling, and communication. Skilled in handling multiple tasks efficiently, ensuring smooth operations, and supporting executive teams.
Overview
12
12
years of professional experience
Work History
Relationship Banker
Truist Bank
05.2024 - Current
- Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.
- Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships.
- Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.
- Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning.
- Advises on consumer lending options and takes loan applications.
- Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
- Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch.
Universal Banker
Truist Bank
05.2018 - 05.2024
- Greet and welcome customers with courteous and professional approach to drive prompt, accurate and efficient transactions.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Assisted customers with setting up or closing accounts, and signing up for new services.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Mentored newly hired team members on appropriate responses to patron questions and transaction processing.
- Investigated and promptly resolved issues with patron accounts.
- Maintained, organized and stocked teller window areas.
- Answered customer questions and explained policies and procedures to solve problems and assist with complex transactions.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
Administrative Assistant
Reid Immigration Law Firm
05.2015 - 05.2018
- Maintained organized office, case-specific paper and digital files for easy tracking and retrieval.
- Worked alongside attorneys, administrative assistants on complex cases and legal processes.
- Managed accounts and client records of clients, observing confidentiality and extreme discretion.
- Kept office efficient and organized by managing tasks such as supply restocking and general upkeep without oversight.
- Operate computer, scanner, and other standard office equipment
- Monitored supervisor's work calendar and scheduled appointments, meetings, and travel.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Retail Sales Associate
Factory Connection
05.2014 - 04.2015
Education
Associate of Applied Science -
Gadsden State Community College
Gadsden, AL08.2016
High School Diploma -
Susan Moore High School
Blountsville, AL05.2014
Skills
- Professional and Courteous
- Research and Analytical Skills
- Organizational Skills
- Verbal and Written Communication
- Office Equipment Operation
- Administrative support
- Notary Public
- Bilingual- Fluent Spanish and English
Timeline
Relationship Banker
Truist Bank
05.2024 - Current
Universal Banker
Truist Bank
05.2018 - 05.2024
Administrative Assistant
Reid Immigration Law Firm
05.2015 - 05.2018
Retail Sales Associate
Factory Connection
05.2014 - 04.2015
Associate of Applied Science -
Gadsden State Community College
High School Diploma -
Susan Moore High School