Floralma Reynoso
Hackensack,USA
Summary
Client Service Associate with 8+ years of experience providing excellent customer service to clients in the financial services industry. Skilled in developing strong relationships with clients and providing solutions to their financial needs. Also specialized in administrative work, problem-solving, planning, and optimal assistance.
Overview
9
9
years of professional experience
Work History
Private Bank Client Service Associate
PNC Private Bank
Ridgewood, New Jersey
04.2024 - Current
- Maintained thorough knowledge of company products, services, policies, and procedures.
- Assisted clients with inquiries, concerns, and requests about products and services.
- Coordinated funds transfers between different types of accounts and at outside institutions.
- Provided accurate, timely information to clients via phone, email, or chat.
- Facilitated seamless transitions between sales representatives and account managers during onboarding process.
Wealth Management Client Service Associate
Morgan Stanley
New York, New York
05.2022 - 04.2024
- Scheduled and confirmed appointments based on customer availability.
- Coordinated with internal teams to ensure timely and successful delivery of solutions according to client needs.
- Provided accurate, timely information to clients via phone, email, or chat.
- I booked the financial advisor's accommodations and travel before the scheduled conferences.
Relationship Manager / Lending Specialist
Bank of America
New York, New York
03.2021 - 05.2022
- Identified upselling and cross-selling opportunities and forwarded to sales team to follow up.
- Maintained deep knowledge of company products and services to provide clients with comprehensive consultations.
- Developed strong relationships with clients, addressing their needs and concerns.
- Assisted clients with selecting optimal loan products by explaining rates and terms.
Relationship Banker
Bank of America
New York, New York
01.2019 - 03.2021
- Greeted customers and built rapport to generate customer loyalty and meet customer service expectations.
- Provided financial advice to clients based on their needs and goals.
- Assisted customers with opening new accounts and managing existing ones.
Teller / Vault Custodian
JP Morgan Chase
New York, New York
03.2016 - 10.2018
- Delivered exceptional service with friendly approach to retain and acquire customers.
- Prepared official checks, money orders and certified checks.
- Ordered cash supply from vaults to maintain adequate funds in teller drawers.
- Processed customer transactions, including deposits, withdrawals, and check cashing.
Education
High School -
KIPP NYC College Prep
New york, New york06.2014
Some College (No Degree) - Liberal Arts
Borica College
New York, New YorkSkills
- Problem Solving
- Professionalism and Etiquette
- Organizational Skills
- Financial product knowledge
- Appointment scheduling
- Time management
Languages
- Spanish, Native
- English, Native
Timeline
Private Bank Client Service Associate
PNC Private Bank
04.2024 - Current
Wealth Management Client Service Associate
Morgan Stanley
05.2022 - 04.2024
Relationship Manager / Lending Specialist
Bank of America
03.2021 - 05.2022
Relationship Banker
Bank of America
01.2019 - 03.2021
Teller / Vault Custodian
JP Morgan Chase
03.2016 - 10.2018
High School -
KIPP NYC College Prep
Some College (No Degree) - Liberal Arts
Borica College