Esmeralda Diaz
Escondido,CA
Summary
Detail-oriented banking professional with background in banking and sales. Effective at building positive relationships with clients, providing excellent customer service, and maintaining operational excellence. Team-player well-versed assisting management with bank operations in support of its clients while following governmental regulations, policies, and procedures.
Overview
9
9
years of professional experience
Work History
Relationship Banker
Bank Of America
01.2019 - Current
- Cultivated strong customer relationships by providing tailored advice and services.
- Ensured compliance with operational, risk, security, and audit procedures and policies.
- Maintained a strong understanding of the Bank's code of conduct policies, standards and procedures to ensure the security of bank and client assets.
- Recognized the transaction needs of clients and educated clients about digital self-service options.
- Accurately and efficiently processed 100+ transactions a day.
- Complied with rules and regulations regarding TRMS and CTR/MIS system prompts.
- Acting supervisor during manager's vacation or out of office.
Sales Associate
Coach, Tapestry Inc.
10.2018 - 02.2019
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Helped customers locate products and checked store system for merchandise at other sites.
- Prepared merchandise for sales floor by pricing or tagging.
- Rotated stock and restocked shelves to maintain product availability and store appearance.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
- Managed returns, exchanges and refunds in accordance with store policy.
Merchandise Associate
Legoland California Resort
12.2014 - 01.2019
- Promoted from sales associate to merchandise associate after one year of service.
- Transported merchandise to sales floor and restocked shelves, racks and bins.
- Monitored inventory levels and kept adequate stock in product displays on sales floor.
- Answered customer questions regarding store merchandise, department information, and pricing.
- Organized store merchandise racks and displays to promote and maintain visually appealing environments.
- Removed damaged, out-of-code, not-in-set and discontinued items from displays.
Education
High School Diploma -
El Camino High School
Oceanside, CA05.2015
Skills
- Relationship Building and Management
- Banking operations
- Teller procedures
- Regulatory Compliance
- Products and Services Knowledge
- Bilingual
- Compliance and regulations knowledge
- Time management
- Analytical
Accomplishments
- Awarded title of "Officer" after years of assisting manager with banking operations.
- Was part of the 3 financial centers that achieved Client Circle of Excellence.
Timeline
Relationship Banker
Bank Of America
01.2019 - Current
Sales Associate
Coach, Tapestry Inc.
10.2018 - 02.2019
Merchandise Associate
Legoland California Resort
12.2014 - 01.2019
High School Diploma -
El Camino High School
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