Giselle Pacheco
New York,NY
Summary
Banking professional eager to apply my past and current experiences, along with my bilingual skills in English and Spanish to take on the role. Create and sustain relationships with clients. Successful at excelling in fast-paced, competitive banking environments. Proficient in updating accounts, processing transactions and coordinating records.
Overview
7
7
years of professional experience
Work History
Relationship Banker
Bank of America
9 2022 - Current
- Ensured all audit and security policies and procedures are followed in accordance with the bank policies and federal regulations
- Cash handling up to 400,000 dollars, accepted car loan payments, home loan payers, cash checks, balance cash drawers, funding transfers, handling night deposits
- Coordinated meetings with partners in small business, loans and investments to achieve financial center goals
- Responded to clients inquiries and concerns via emails, over the phone, and in person
- Worked with clients to build and deepen relationships by uncovering financial needs, recommending products and services, and solutions to meet those needs
- Managed financial center traffic appointments and outbound calls
- Educated clients on self-service capabilities and encouraged the use of digital services, such as online banking, and mobile banking and ATMs.
Guest Advocate
Target
09.2017 - Current
- Enhanced team productivity through proactive communication, coordination, and cooperation with colleagues.
- Mentoring new team members on POS system operation, customer service, and sales goals.
- Promoted special events and promotions to reach sales goals
- Assisted coworkers when needed in various departments in order to maintain smooth functioning of the store.
- Assisted guests with purchases, ensuring accurate transactions and efficient payment processing.
Mail Clerk
Swiss Post Solutions
01.2017 - 09.2017
- Handled courier shipments and cost management
- Inspected, maintained, and troubleshooted the physical office space to ensure end users have a functional working environment
- Improved mail processing efficiency by organizing and streamlining incoming and outgoing mail operations.
- Distributed mail and packages to company personnel.
- Ensured compliance with postal regulations by staying up-to-date on changes in rates, services, and requirements.
Education
Customer Service and Banking Participant - undefined
Year Up
New York, NY 06.2022 - 2023.01
Liberal Arts - undefined
Hostos Community College
Bronx, NYSkills
Microsoft office
Power Point
Financial Advising
Customer Service-Oriented
Spanish proficient in reading,writing and verbally
Timeline
Customer Service and Banking Participant - undefined
Year Up
06.2022 - 2023.01
Guest Advocate
Target
09.2017 - Current
Mail Clerk
Swiss Post Solutions
01.2017 - 09.2017
Relationship Banker
Bank of America
9 2022 - Current
Liberal Arts - undefined
Hostos Community College
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