Summary
Overview
Work History
Education
Skills
Languages
Education and Training
Affiliations
Languages
Timeline
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Elizabeth Cervantes

Lynbrook,NY

Summary

Dynamic Relationship Banker at Webster Bank with a proven track record in customer relationship management and employee training. Adept at identifying client needs and delivering tailored banking solutions, enhancing customer retention. Recognized for adaptability and a positive attitude, contributing to team performance and operational efficiency.

Overview

5
5
years of professional experience

Work History

Relationship Banker

Webster Bank
Malverne, New York
10.2023 - Current
  • Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
  • Built long-term relationships with customers by providing personalized service and support.
  • Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
  • Modified, opened and closed customer accounts.
  • Suggested tactics to improve banking functions and products, while also playing a role in onboarding and mentoring new banking hires, contributing to an overall improvement in team performance.
  • Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
  • Built meaningful relationships with clients by understanding their financial and personal goals, and recommending tailored solutions, resulting in increased customer retention.
  • Performed scheduled and spot audits to identify discrepancies, strengthen internal controls, and mitigate operational risk.

Inventory Controller

acme linen
, Ny
06.2021 - Current
  • Investigated and resolved variances with inventory records.
  • Managed weekly inventory and supply tracking, noting items requiring reorder.
  • Verified pricing and computed product totals to complete detailed invoices.
  • Reviewed purchase documents and company receipts for reconciliation with statements.
  • Prepared bank reconciliations, managed field audits and reviewed accounting records for accuracy.

Cashier Team Lead

Bjs Wholesales Club
Middle Village, NY
10.2020 - 05.2021
  • Assisted with training new cashiers and customer service team members to increase speed of onboarding.
  • Processed payments for customers quickly and accurately to exceed productivity standards.
  • Scanned, priced and bagged customer groceries quickly to keep lines moving.
  • Verified customer age requirement for alcohol or tobacco purchases.
  • Answered customer questions, provided store information and directed customers to designated store areas.

Education

High School Diploma -

Maspeth High School
Elmhurst, NY
06.2020

Some College (No Degree) - Applied Psychology

New York City College of Technology of The City University of New York
Brooklyn, NY

Skills

  • Positive Attitude
  • Customer Service
  • Store Opening and Closing
  • New Hire Training
  • Adaptability and Dependability
  • Online Order Picking
  • Flexible Schedule
  • Cash Handling
  • Customer Transactions
  • Employee Training
  • Product Location
  • Work Task Prioritization
  • Honest and Ethical
  • Reliable and Responsible
  • Customer relationship management
  • Product knowledge

Languages

3

Education and Training

other,other

Affiliations

  • participated in local charity events
  • helped manage fundraisers

Languages

Spanish
Professional

Timeline

Relationship Banker

Webster Bank
10.2023 - Current

Inventory Controller

acme linen
06.2021 - Current

Cashier Team Lead

Bjs Wholesales Club
10.2020 - 05.2021

High School Diploma -

Maspeth High School

Some College (No Degree) - Applied Psychology

New York City College of Technology of The City University of New York

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