Diego Garcia
Mission Viejo,CA
Summary
Versitile banking professional with a proven track record at Multiple financial Instiitutions, enhancing client satisfaction through expert relationship building and product knowledge. Skilled in bilingual communication and banking regulations, I've significantly contributed to business growth and streamlined loan processing, demonstrating a commitment to excellence and client success.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Sales Service Representative
First Citizens Bank
12.2023 - Current
- Analyzed clients feedback to identify areas of improvement and implemented actionable solutions.
- Assisted clients with various banking needs including account openings(business/Personal), loan applications and Account Management based on their needs.
- Developed strong relationships with clients, resulting in increased referrals and business growth.
Client Relationship Consultant
US Bank NA
10.2021 - 07.2023
- Delivered exceptional customer service using product knowledge, addressing concerns promptly and professionally to ensure client satisfaction.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Educated customers on online banking and mobile banking applications.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Universal Banker
First Bank
10.2019 - 07.2021
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Executed wire transfers, stop payments and account transfers.
Teller
Wells Fargo
08.2018 - 09.2019
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Processed customer transactions promptly, minimizing wait times.
Education
High School Diploma -
Santa Barbara High School
Santa Barbara, CA06-2014
Skills
- Bilingual
- Relationship Building
- Product and service knowledge
- Data Entry
- Call center experience
- Banking regulations
- Business Proficiency
- Loan Processing
Certification
Notary Public
Spark Award
- Most referrals in the area for the 2nd quarter of 2024
Timeline
Sales Service Representative
First Citizens Bank
12.2023 - Current
Client Relationship Consultant
US Bank NA
10.2021 - 07.2023
Universal Banker
First Bank
10.2019 - 07.2021
Teller
Wells Fargo
08.2018 - 09.2019
Notary Public
High School Diploma -
Santa Barbara High School
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