Summary
Overview
Work History
Skills
Timeline
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Crystal Jimenez

Summary

Dedicated Client Relationship Consultant with a proven track record of over7 years in retail banking and customer service. Skilled in problem-solving, leadership, and verbal and written communication. Experienced in creating customer loyalty programs and fostering trust within customer networks. Excited to continue driving customer satisfaction and retention while pursuing opportunities for professional growth in an evolving industry. Passionate about delivering exceptional service and contributing to a positive work environment.

Overview

24
24
years of professional experience

Work History

Client Relationship Consultant

US Bank
04.2021 - Current
  • Ability to build and foster relationships with clients through proactive outreach and follow up
  • Effective communication with clients about their financial goals
  • Demonstrating digital products and self-service technologies through (Co-Browse)
  • Proactively working with Internal partners, Business Bankers, Wealth Management, and Lending to meet sales goals and referrals
  • Performed marketing calls based on current banking promotions
  • Implemented operations by effectively ordering cash from main vault, opening and closing of branch, and performed quality audits
  • Making a connection with clients when determining what product is beneficial for their needs
  • Processed new accounts, HELOC's, credit cards, and personal lines of credit
  • Solved client issues using GL tickets, INPOC, and bank office support

Banker

Bank of America
10.2017 - 11.2018
  • Executed financial transactions in accordance with bank policies and procedures while maintaining acceptable record in daily drawer balancing
  • Maintained strong skills in fast paced working environment with 360 average daily transactions
  • Showed initiative, empathy and handled problems with clients while assisting other teammates

Personal Banker

CitiBank
10.2016 - 10.2017
  • Performed account maintenance by closing out accounts and changing customers addresses
  • Maintained friendly and professional customer interactions
  • Assisted customers with banking needs and inquiries

Credit Underwriter

Ameriquest Mortgage
01.2003 - 08.2006
  • Researched and compiled information for use in monitoring the operation of loan origination, loan processing, and loan administration areas, as well as other departments as assigned
  • Posed authority per underwriting guidelines
  • Performed credit analysis of loans and verify consistency of information
  • Ensured proper verifications are completed
  • Applied guidelines consistently and in compliance with all the state and federal regulations as well as company policy
  • Developed and maintained relationships with processors and loan officers

Customer Service Representative III

Fremont Investment and Loan
01.2001 - 01.2003
  • Opened new accounts and helped customers reconcile their account issues
  • Handled incoming phone inquiries relating to customers and various credit issues
  • Assisted telephone banking customers through the IVR
  • Processed daily transactions utilizing the on-line computer system

Skills

  • Articulate and Well Spoken
  • Decision- Making
  • Employee Relations Management
  • Social and Emotional Support
  • Attention to Detail
  • Rapid 10-Key Data Entry
  • Persistent and Resilient
  • Professional Networking
  • Product Knowledge
  • Strategic Financial Planning
  • Sales and Upsell

Timeline

Client Relationship Consultant

US Bank
04.2021 - Current

Banker

Bank of America
10.2017 - 11.2018

Personal Banker

CitiBank
10.2016 - 10.2017

Credit Underwriter

Ameriquest Mortgage
01.2003 - 08.2006

Customer Service Representative III

Fremont Investment and Loan
01.2001 - 01.2003
Crystal Jimenez