Emanuel Portugal
Atlanta,Ga
Overview
5
5
years of professional experience
Work History
Associate Banker
Chase Bank
05.2023 - Current
- Assisted clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit, or helping update their address accurately and efficiently while complying with all policies, procedures, and regulatory and banking requirements.
- Engaged with clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
- Performed branch operations, which may include managing cash devices such as the cash vault, ATM, and providing quality referrals for bankers and managers to achieve campaign goals.
Financial Consultant
PNC Bank
01.2021 - 05.2023
- Driving proactive sales conversations through internal and outbound interactions with a defined sales process.
- Developed and implemented strategies to help clients reach their financial goals.
- Utilizing critical thinking skills to develop creative solutions to customer and business situations.
- Applying product and procedural knowledge to identify, mitigate, and solve customer problems.
Customer Service Supervisor
Publix
08.2019 - 12.2021
- Addressed customer inquiries, resolved issues, and used the feedback to improve transactions.
- Collaborated with a team of other supervisors and provided feedback on how we can improve the store with customers and associates.
- Analyzed feedback from customers to identify trends in order to improve the overall quality of services provided by the department.
Education
Business Information Systems
Kennesaw State University
Skills
- Customer service
- Employee Motivation
- Financial consulting
- Analytical Thinking
- Cash management
- Problem-solving
- Team collaboration
Timeline
Associate Banker
Chase Bank
05.2023 - Current
Financial Consultant
PNC Bank
01.2021 - 05.2023
Customer Service Supervisor
Publix
08.2019 - 12.2021
Business Information Systems
Kennesaw State University
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