Elizabeth Garcia
Katy
Summary
Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates.
Overview
8
8
years of professional experience
Work History
Personal Banker
Wells Fargo
10.2024 - Current
- Answered customer inquiries, explain available services that can benefit customers needs.
- Process customer requests for following; statements, ordering additional checks, and updating customer personal information in database.
- Promote financial products by maintaining product knowledge.
- Assist customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Work closely with management to strategize sales techniques to increase branch production and customer service experince.
Relationship Banker
Bank of America
02.2022 - 10.2024
- Support customers in all areas of the branch, from cash handling and service needs, to rotating throughout the branch based on customer needs.
- Grow business knowledge and network by partnering with experts in small business, lending and investments.
- Analyzed customers' financial information to deliver personalized account guidance.
Branch Ambassador
Capital One Bank
08.2017 - 02.2022
- Use critical thinking to break down problems, evaluate solutions and make decisions.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Engaged with customers to establish relationships.
Teller
JP Morgan Chase
01.2017 - 07.2017
- Counted, verified and handled bank deposits and armored car transactions.
- Maintained friendly and professional customer interactions.
- Processed customer transactions promptly, minimizing wait times.
Education
High School Diploma -
Chavez High School
06-2015
Skills
- Loans
- Banking
- Upselling
- Account maintenance
- Client relationship management
- Sales growth
Timeline
Personal Banker
Wells Fargo
10.2024 - Current
Relationship Banker
Bank of America
02.2022 - 10.2024
Branch Ambassador
Capital One Bank
08.2017 - 02.2022
Teller
JP Morgan Chase
01.2017 - 07.2017
High School Diploma -
Chavez High School
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