Erik Duarte
Tustin,CA
Summary
Determined banking professional eager to apply financial knowledge and sales negotiation skills. Collaborative individual communicates with tact and diplomacy to internal and external customers. Researches and pursues new sales prospects to build strong base of clientele.
Overview
5
5
years of professional experience
Work History
Relationship Banker
Bank Of America
01.2019 - Current
- Cultivated strong customer relationships by providing tailored advice and services.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Analyzed customers' financial information to deliver personalized account guidance.
- Continually boosted branch production and revenue by 10% consistently meeting all monthly and quarterly sales.
- Stayed knowledgeable on latest product innovations and technological advancements through continuous training.
- Provided sales and customer service assistance to walk-in traffic
- Responded to telephone and in-person requests for information.
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
Education
High School Diploma -
Tustin High School
Tustin, CA06.2018
Skills
- Financial Advising
- Relationship Building and Management
- Consultative Sales
- Product and Service Knowledge
- Customer Service-Oriented
- Lead Generation
Languages
Spanish
Native or Bilingual
Timeline
Relationship Banker
Bank Of America
01.2019 - Current
High School Diploma -
Tustin High School
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