Enrique Romero
Little Elm,TX
Summary
Experienced and dynamic Personal Banker with a strong track record at First Convenience Bank. Bilingual and highly skilled in delivering outstanding customer service, with a focus on relationship-building and client satisfaction. Proficient in banking operations and sales, consistently leveraging cross-selling techniques to drive business growth. Recognized for strategic problem-solving abilities and clear communication, leading to increased client retention and long-term loyalty.
Overview
2
2
years of professional experience
Work History
Personal Banker
First Convenience Bank
08.2024 - Current
- Resolved complex customer inquiries, demonstrating exceptional problem-solving skills and customer service expertise.
- Conducted financial reviews for customers, identifying opportunities for cross-selling additional products and services.
- Collaborated with branch team members to ensure seamless execution of daily operations and optimal customer experience.
- Ensured compliance with all regulatory requirements, protecting both the bank's reputation and its customers interests.
- Assisted in developing and implementing branch sales goals, motivating team members to achieve targets and drive business growth.
- Strengthened client relationships through consistent follow-ups and proactive communication.
- Conducted account openings and closings for clients.
- Prepared bank deposits, general ledger postings and statements.
- Responded promptly to customer emails, phone calls and requests for information.
- Entered new account information into computers and filed related forms and other documents.
- Followed operational standards, promoting security, risk management and compliance.
- Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
- Greeted customers upon entering the bank and directed them to appropriate personnel or services.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
Customer Service Representative
Los Mangos
09.2023 - 05.2024
- Provided exceptional customer service to ensure customer satisfaction.
- Tracked orders from start to finish to ensure timely delivery of goods or services.
- Developed strong relationships with customers by providing personalized assistance and support.
- Answered customer inquiries and provided accurate information regarding products and services.
- Informed customers about billing procedures, processed payments, and provided payment option setup assistance.
- Developed strong customer relationships to encourage repeat business.
- Collected deposits or payments and arranged for billing.
Education
High School Diploma - undefined
Little Elm High School
Little Elm, Texas05.2024
Skills
- Bilingual
- Exceptional Customer Service
- Strong Communication Skills
- Professionalism
- Adaptability & Flexibility
- Positive Attitude
- Dependable & Honest
- Responsible & Reliable
- Problem Solving
- Relationship Building
- Teamwork & Collaboration
- Multitasking
- Organizational Skills
- Time Management
- Attention to Detail
- Sales Expertise
- Cash Handling
- Cross-Selling & Upselling
- Branch Operations
- Banking Policies & Procedures
- Rapport Building
- Product & Service Sales
Languages
English - Native/ Bilingual
Spanish - Native/ Bilingual
Timeline
Personal Banker
First Convenience Bank
08.2024 - Current
Customer Service Representative
Los Mangos
09.2023 - 05.2024
High School Diploma - undefined
Little Elm High School
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