Dianne Franco
Long Beach,CA
Summary
Proven Relationship Banker with a track record at Comerica Bank, adept in relationship building and management, and banking technology. Elevated client satisfaction through personalized financial solutions. Mentored teams for enhanced customer service, demonstrating leadership and customer service orientation. Expert in regulatory compliance and risk management, ensuring seamless financial operations.
Overview
8
8
years of professional experience
Work History
Relationship Banker
Comerica Bank
Cypress, CA
08.2022 - Current
- Maintained and built strong client relationships through quality, personalized interactions.
- Managed and deepened client relationships by providing personalized financial solutions and advice.
- Resolved discrepancies concerning customers' accounts, improving client satisfaction.
- Coordinated with compliance and risk management teams to ensure transactions met all regulatory standards.
- Compiled new customer information to open accounts and loans, collecting and verifying necessary documentation.
- Facilitated account openings, including checking, savings, and investment accounts, adhering to compliance standards.
- Leveraged banking technology platforms to streamline operations and enhance the client experience.
- Educated clients about various banking products available at the institution.
- Maintained an in-depth knowledge of banking products, services, and regulatory requirements.
Customer Service Lead
Temco Logistics
Pomona, CA
10.2016 - 06.2021
- As a customer service Lead my primary duty is to ensure that we are providing excellent customer service.
- My responsibilities include Increased customer satisfaction ratings by effectively answering questions, suggesting effective solutions, and resolving issues quickly.
- Maintained accurate records of customer interactions and transactions.
- Monitored customer satisfaction levels through surveys and feedback forms.
- Mentored junior team members and managed employee relationships.
- Contacted customers about potential service upgrades, new services and account changes.
- Used approved scripts to de-escalate angry customers during telephone interactions.
- Promoted available products and services to customers during service, account management and order calls.
Skills
- Relationship building and management
- Employee motivation
- Loans
- Banking
- Customer Service-oriented
Languages
Spanish
Professional
Timeline
Relationship Banker
Comerica Bank
08.2022 - Current
Customer Service Lead
Temco Logistics
10.2016 - 06.2021