Doree Sanchez
Windsor,CO
Summary
Proven track record in enhancing customer satisfaction and streamlining transaction processes as a Client Banking Specialist at Charles Schwab. Expert in banking product sales and adept in customer relationship management, Skilled in analytical thinking and team cooperation, I consistently exceed client and employer expectations without compromising on quality or compliance.
Overview
2
2
years of professional experience
Work History
Client Banking Specialist
Charles Schwab
03.2023 - Current
- Successfully resolved complex customer complaints, demonstrating empathy and professionalism throughout the process.
- Maintained excellent client relations, resulting in increased referrals and repeat business.
- Increased customer satisfaction by providing personalized banking solutions and exceptional service.
- Managed risk effectively by conducting thorough credit assessments and adhering to established lending guidelines.
- Presented products and services to customers using in-depth knowledge to answer questions.
- Reduced processing errors by implementing strict quality control measures in daily operations.
- Helped customers prepare documents required to complete transactions and process requests.
- Identified customer desires and goals through needs-based sales tactics.
Nutritional Health Coach
Natural Grocers
11.2022 - 02.2023
- Met with clients 1:1 to identify health cncerns and offer recommendations.
- Teach health and wellness classes
- Educate team mates and customers on supplement uses/benefits
Education
Associate of Applied Science - Criminal Justice
Remington
Lakewood, CO01.2000
Skills
- Data Processing
- Banking product sales
- Bank services
- Transactions
- Customer Relationship Management
- Account Updates
- Transaction monitoring
- Payment Processing
- Anti-Money Laundering
- Account Monitoring
- Product presentation
- Claims Processing
- Honest and Dependable
- Attention to Detail
- Team Cooperation
- Decision-Making
- Customer Service
- Analytical Thinking
Timeline
Client Banking Specialist
Charles Schwab
03.2023 - Current
Nutritional Health Coach
Natural Grocers
11.2022 - 02.2023
Associate of Applied Science - Criminal Justice
Remington