Edgardo Alvarado
Lighthouse Point,FL
Summary
Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Relationship Banker
Chase Bank
3120 N University Dr Coral Springs,Fl 33065
03.2007 - Current
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- 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.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
- Cultivated strong customer relationships by providing tailored advice and services.
- Participated in ongoing professional development opportunities to remain current in industry best practices and continually improve service provision.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Responded to customer inquiries regarding new accounts and account services.
Teller
North Fork Bank
Spring Valley, NV
02.2006 - 02.2007
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
Education
GED -
Suffern High School
Suffern NySkills
Relationship building and management
Customer Service-Oriented
Sales expertise
Financial Services
Cross-Selling Products
Resourcefulness
Multitasking Abilities
Time Management
Customer Service
Certification
Licensed Series 6, and Life Insurance
Timeline
Relationship Banker
Chase Bank
03.2007 - Current
Teller
North Fork Bank
02.2006 - 02.2007
GED -
Suffern High School