Denisse Montoya
Bakersfield,CA
Summary
Dynamic Relationship Banker at Bank of America with a proven track record in customer satisfaction and sales growth. Expert in financial advising and relationship management, I excel in delivering personalized solutions that enhance client loyalty. Recognized for expanding the client base through effective networking and achieving sales targets collaboratively.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Relationship Banker
Bank of America
Shafter, CA
02.2019 - Current
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Collaborated with team to meet and exceed quarterly sales targets for financial products.
Salesperson
Metropcs Authorized Dealer
Wasco, CA
06.2015 - 03.2018
- Worked to build relationships with customers and built potential for additional sales.
- Developed relationships with clients for increased loyalty and repeat business.
- Collaborated with team members to reach collective sales goals, fostering a supportive work environment.
- Negotiated contracts skillfully, securing favorable terms for both company and client.
- Greeted customers and offered assistance with selecting merchandise, finding accessories and completing purchases.
Education
Shafter High School
Shafter, CA2015
Skills
- Relationship building and management
- Customer Service-oriented
- Sales expertise
- Cash handling
- Financial services
- Banking
- Financial advising
- Excellent communication
- Teamwork and collaboration
- Customer service
- Teamwork
Certification
Public Notary
Languages
English
Full Professional
Spanish
Full Professional
Timeline
Relationship Banker
Bank of America
02.2019 - Current
Salesperson
Metropcs Authorized Dealer
06.2015 - 03.2018
Shafter High School