Elizabeth Matos-polit

• Identified opportunities to cross-sell additional products or services to existing customers.
• Facilitated account openings, transfers and closings for private banking customers.
• Developed relationships with new clients through referrals from current clients as well as cold calling prospects.
• Collaborated closely with colleagues from other divisions within the bank when necessary.
• Leveraged partners to enhance there financial needs with investments.

• Provided customer service to bank clients, answering inquiries and resolving complaints.
• Advised customers on various banking products and services such as loans, investments, and credit cards.
• Met or exceeded sales goals by promoting bank products and services in customer interactions.
• Helped customers open and close accounts, apply for loans and make sound financial decisions.

Identified customer needs promptly and efficiently to enhance service delivery.

• Assisted clients with business account openings, ensuring compliance with regulations.
• Recognized lending opportunities to support client financial growth.

• Identified opportunities to cross-sell additional products or services to existing customers.
• Educated customers about different banking services such as online banking, debit cards, credit cards.
• Developed relationships with new clients through referrals from current clients as well as cold calling prospects.
• Provided financial education and advice to clients, enhancing their understanding of banking options.
• Performed account maintenance activities such as opening, closing, and transferring accounts.
• Verified identity documents prior to opening new accounts.
• Developed relationships with existing customers by providing excellent customer service.
• Educated customers on the proper use of debit cards, credit cards, ATMs, and other banking products or services.