Gloriaivette Melendez
Sarasota,FL
Summary
Providing excellent customer service with solid background in banking. Effective at building positive relationships with clients, achieving sales goals and listening to clients priorities. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options, Bilingual.
Overview
11
11
years of professional experience
Work History
Relationship Banker
Truist Bank
08.2022 - 06.2024
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Cultivated strong customer relationships by providing tailored advice and services.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Assisted customers with completing required forms for opening and closing bank accounts, safe deposit box, loans, bonds,etc.
- Adapted products and services to suit customers' changing financial circumstances recommending financial premiere services to customers and follow up with client.
- Continually focus on branch production and by consistently meeting all monthly and quarterly sales goals.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Responded to customer inquiries regarding new accounts and account services.
- Greeted customers and delivered information about new account processes.
- Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
- Provided customers with additional information regarding account services.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Explained account terms and conditions to customers. Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
- Participated in ongoing professional development opportunities to remain current in industry best practices and continually improve service provision.
Universal Banker Teller
Truist Bank
08.2020 - 08.2022
- Educated customers on use of banking website and mobile apps.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Monitored and reported suspicious activity in line with bank security policies.
- Assisted with training of new tellers on policies and procedures.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Followed up on customer complaints and provided solutions to enhance cust
Certified Notary Public Loan Signing Agent (RON )
Self-employeed
09.2013 - Current
- Checked documents and identifying credentials for all parties, to maintain compliance with state legal requirements.
- Followed proper protocol when notarizing documents, verifying signatures and dates for compliance.
- Examined documents for accuracy, completion and compliance before notarizing and after notarizing for no missing signatures or notary stamp.
- Maintained accurate records of all documents notarized to support accurate recordkeeping (journal) .
- Administered oath to document signers to obtain affirmation of truth.
- Certified and attested power of attorney documents, acknowledgements and deeds.
- Attended public notary seminars to stay informed of updates to relevant laws and regulations.
- Looked for signs of fraud or coercion and refused notarization.
- Met with clients in public environment to witness signings.
- Scan or Fax on timely manner, performed notary closings
Education
Associate Degree in Nursing - Medical Office Administrator
Florida Career College Hialeah
Hialeah, FL09.2007
Certified - Microsoft Office Specialist
US PC Tech Learning Center
Jersey City, NJ06.2003
High School Diploma -
Central High School
Newark, NJ06.1989
Skills
- Relationship Building and Management
- Customer Service-Oriented
- Teamwork and Collaboration
- Time management abilities
- Interpersonal Communication
Languages
English
Full Professional
Spanish
Native or Bilingual
Timeline
Relationship Banker
Truist Bank
08.2022 - 06.2024
Universal Banker Teller
Truist Bank
08.2020 - 08.2022
Certified Notary Public Loan Signing Agent (RON )
Self-employeed
09.2013 - Current
Associate Degree in Nursing - Medical Office Administrator
Florida Career College Hialeah
Certified - Microsoft Office Specialist
US PC Tech Learning Center
High School Diploma -
Central High School
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