DIANE Robitaille
Westminster,Colorado
Summary
Personable, friendly and solution-oriented Client Relationship Consultant with over 15 years of experience in service and support. Customer-focused team player offering expertise in conflict mediation, time management and sales. Dedicated to customer loyalty and satisfaction.
Overview
18
18
years of professional experience
Work History
Teller III
First Interstate Bank
Broomfield, Colorado
11.2024 - Current
- Processed customer transactions with high accuracy.
- Maintained cash drawer and vault integrity through careful balancing.
- Ordered and shipped out currency weekly.
- Guided customers in using banking technology and tools effectively.
- Guided customers in effective utilization of banking technology and tools.
Senior Financial Sales Representative
Westerra Credit Union
Denver, CO
11.2023 - 11.2024
- Resolved customer issues with knowledgeable, friendly service, promoting high satisfaction levels.
- Established and executed strategies to enhance sales of financial products.
- Cultivated relationships with existing clients through continuous support and expert advice.
- Identified potential customers via cold calling, networking, and referrals.
Client Relationship Consultant
Independent Financial Partners
Golden, CO
01.2021 - 11.2023
- Advised customers on bank products, services and financial planning options.
- Modified, opened and closed customer accounts.
- Completed thorough and accurate documentation for money movements, deposits or withdrawals.
- Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
Client Relationship Consultant
US Bank National Association
Golden, CO
08.2007 - 12.2020
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
Education
General Banking - Business Finance
AIB College of Business
Denver, CO09.1990
Secretarial - Business Secretarial
Barnes Business College
Denver, CO09.1983
High School Diploma -
Wheat Ridge High School
Wheat Ridge, CO05.1981
Skills
- Decision-making
- Organization
- Relationship building
- Customer service
- Solution management
- Customer relationships
- Effective customer communication
- Sales proficiency
- Product expertise
Timeline
Teller III
First Interstate Bank
11.2024 - Current
Senior Financial Sales Representative
Westerra Credit Union
11.2023 - 11.2024
Client Relationship Consultant
Independent Financial Partners
01.2021 - 11.2023
Client Relationship Consultant
US Bank National Association
08.2007 - 12.2020
General Banking - Business Finance
AIB College of Business
Secretarial - Business Secretarial
Barnes Business College
High School Diploma -
Wheat Ridge High School