Eusevio Montes Manzano
Vancouver,WA
Summary
Accomplished in enhancing customer satisfaction and retention at KeyBank National Association, I leveraged my expertise in financial services and exceptional client relationship management to exceed sales goals. My proactive approach in identifying upsell opportunities and dedication to personalized service solutions significantly boosted business growth, demonstrating a strong blend of attention to detail and positive attitude.
Overview
10
10
years of professional experience
Work History
Personal-banker
KeyBank National Association
06.2024 - 12.2024
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Cross-sold bank products and services to meet customer needs and provide options.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
Client Service Manager
Montes Roofing
12.2022 - 06.2024
- Created customer support strategies to increase customer retention.
- Conducted training and mentored team members to promote productivity and commitment to friendly service.
- Nurtured long-term relationships with clients, fostering loyalty and business growth opportunities.
- Reduced turnaround times on client requests by streamlining work processes.
- Drove revenue growth by identifying upsell opportunities within existing accounts.
- Successfully resolved escalated client issues, restoring trust and safeguarding the company''s reputation.
Licensed Insurance Agent
GEICO
10.2022 - 12.2022
- Provided coverage option information to assist clients in protecting assets.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Promoted products and services using upselling and other sales strategies.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Developed customized presentations for prospective clients that highlighted relevant products and benefits based on their unique needs.
- Upsold additional products and services after identifying customer needs and requirements.
- Exceeded corporate quotas for monthly policy sales.
Personal Banker Officer
HomeStreet Bank, Formerly Bank of Oswego
11.2014 - 05.2020
- Exceeded sales goals with proactive cross-selling of bank products and services to meet client needs.
- Built strong relationships with clients, resulting in increased loyalty and retention rates.
- Handled cash transactions accurately, maintaining proper security measures to prevent theft or fraud incidents.
- Improved customer satisfaction by providing personalized banking solutions and effectively addressing client concerns.
- Resolved complex account issues through diligent research and prompt communication with clients.
- Led training sessions for new hires, ensuring a thorough understanding of bank procedures and excellent customer service skills.
- Maintained compliance in all transactions, adhering to bank policies and regulatory requirements.
- Developed customized financial plans tailored specifically to each client''s unique short-term and long-term goals.
Education
High School Diploma -
Madera Highschool
Madera, CA06-1998
Skills
- Positive attitude
- Financial services
- Customer service
- Investment advisory
- Cash handling
- Attention to detail
- Customer satisfaction
- Verbal and written communication
- Client relationship management
Languages
Spanish
Full Professional
Timeline
Personal-banker
KeyBank National Association
06.2024 - 12.2024
Client Service Manager
Montes Roofing
12.2022 - 06.2024
Licensed Insurance Agent
GEICO
10.2022 - 12.2022
Personal Banker Officer
HomeStreet Bank, Formerly Bank of Oswego
11.2014 - 05.2020
High School Diploma -
Madera Highschool
Similar Profiles
Ian McLauchlanIan McLauchlan
Financial Wellness Consultant at KeyBank National AssociationFinancial Wellness Consultant at KeyBank National Association
Jamie Leigh PorterJamie Leigh Porter
Remote Account Representative at KeyBank National AssociationRemote Account Representative at KeyBank National Association
JACOB EARLEJACOB EARLE
Merchant Sales Advisor at KeyBank National AssociationMerchant Sales Advisor at KeyBank National Association
Angel OrnelasAngel Ornelas
Personal Banker at KeyBank National AssociationPersonal Banker at KeyBank National Association
Olivia PerrinOlivia Perrin
Server at Little River CafeServer at Little River Cafe