Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Daniela Tejada

Lynn,MA

Summary

Resilient Service Associate with strong negotiation skills. Talented at handling stressful situations with professionalism. Excellent knowledge of products and superb organizational skills.

Overview

6
6
years of professional experience

Work History

SR. RELATIONSHIP BANKER

Santander Bank Us
Salem, MA
08.2022 - Current
  • Assist customers in person and by phone with account inquiries, transactions, and banking services.
  • Promote and cross-sell banking products and financial solutions tailored to customer needs.
  • Guide clients in the use of online and mobile banking applications.
  • Open, maintain, and close accounts while ensuring compliance with policies and regulations.
  • Process deposits, withdrawals, transfers, and loan payments with accuracy and efficiency.
  • Provide exceptional customer service by resolving concerns and delivering professional financial guidance.
  • Collaborate with team members to meet branch goals and support a positive banking experience.

Banking Associate

Eastern Bank
Salem, MA
10.2021 - 07.2022
  • Assisted customers by phone and in person by answering banking questions and recommending solutions.
  • Promoted and sold banking products and financial services.
  • Created and maintained reports and journals for loans and transactions.
  • Opened new accounts and served existing customers based on individual financial needs.
  • Completed thorough and accurate documentation for money movements, deposits, or withdrawals.
  • Modified, opened, and closed customer accounts.
  • Helped customers understand and use mobile applications and online banking.
  • Trained and coached less experienced team members in procedures, compliance standards and performance strategies.

Customer Service Assistant

USPS
Avon, MA
01.2020 - 08.2021
  • Consulted with customers regarding needs and addressed concerns.
  • Collaborated closely with colleagues to meet customer needs.
  • Sold stamps, services and packaging.
  • Help customers fill out change of address forms and reports for lost or stolen mail.
  • Processed payments and handled cash using point of sale (POS) computer system.
  • Operated mail processing equipment and manually sorted mail.

Education

Doctor of Nursing Practice - Nursing Assistance

Monroe College
The Bronx, NY
05.2013

Skills

  • Customer Service Excellence
  • Payment Processing
  • Stock Replenishment
  • Customer Support
  • Sales Experience
  • Marketing and Sales

Languages

Spanish
Native/ Bilingual

Timeline

SR. RELATIONSHIP BANKER

Santander Bank Us
08.2022 - Current

Banking Associate

Eastern Bank
10.2021 - 07.2022

Customer Service Assistant

USPS
01.2020 - 08.2021

Doctor of Nursing Practice - Nursing Assistance

Monroe College

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