Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

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
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
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 Ny

Skills

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

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Edgardo Alvarado