Elizabeth Gaither
El Cajon,CA
Summary
Results-driven Client Relationship Consultant with comprehensive experience leading and improving banking operations. Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals. Proven success in satisfying sales objectives.
Overview
7
7
years of professional experience
Work History
Premier Client Relationship Consultant
U.S. Bank
Coronado
05.2023 - Current
- Analyzed customer's financial information to determine the best banking products for them.
- Participated in community outreach events to promote awareness of the bank's services.
- Performed daily reconciliation of bank accounts to ensure accuracy of records.
- Investigated fraudulent activities by analyzing account transactions and identifying suspicious patterns.
- Processed loan applications and prepared relevant documents for approval.
- Ensured compliance with all banking regulations while servicing customer accounts.
- Built relationships with customers by providing personalized service and advice based on their individual needs and goals.
- Resolved disputes between customers and the bank quickly and efficiently.
Senior Relationship Banker
MUFG Union Bank
Coronado, CA
10.2017 - 08.2019
- Researched and responded to customer inquiries regarding banking products and services.
- Developed and implemented strategies to increase customer base, grow deposits and cross-sell products.
- Trained junior bankers on relationship management techniques and best practices.
- Evaluated customer requests for overdrafts or line-of-credit increases.
- Advised customers on ways they could reduce costs associated with their banking activities.
- Ensured that all documents were accurately completed prior to submitting them for processing.
Branch Service Specialist
MUFG Union Bank
Coronado, CA
10.2017 - 08.2019
- Processed loan payments by verifying funds availability prior to disbursing funds.
- Participated in weekly training sessions to stay abreast of changes in banking regulations.
- Processed deposits, withdrawals, transfers, loan payments and other transactions accurately and efficiently.
- Maintained confidentiality of bank records, transactions and customer information.
- Followed strict compliance guidelines when completing financial transactions for customers.
- Developed strong relationships with customers to ensure repeat business.
Education
Associate of Science - Criminal Justice
Grossmont College
El Cajon, CA05-2021
High School Diploma -
Granite Hills High School
El Cajon, CA06-2017
Skills
- Branch operations
- Customer Service
- Prospect Calling
- Cold-calling
- Teamwork and Collaboration
- Problem-Solving
Languages
Spanish
Professional
Accomplishments
- Q3 & Q4 2023 San Diego South Customer Experience Excellence
- 2019 Regional Presidential Recognition For Sales
- 2018 Q4 Recognition of Customer Service
Timeline
Premier Client Relationship Consultant
U.S. Bank
05.2023 - Current
Senior Relationship Banker
MUFG Union Bank
10.2017 - 08.2019
Branch Service Specialist
MUFG Union Bank
10.2017 - 08.2019
Associate of Science - Criminal Justice
Grossmont College
High School Diploma -
Granite Hills High School
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