Zuky Garcia
Escondido,CA
Summary
Dedicated Senior Banker with over 14 years experience. Well versed in client care, product sales and consistently executing a client engagement process to make financial lives better
Overview
15
15
years of professional experience
Work History
Senior Banker
Bank Of America, NA
10.2016 - Current
- Built and maintained long term relationships with clients by deepening and uncovering current and future financial needs and priorities.
- Collaborated with partners to review and enhance our efforts in bringing visibility to solutions and services we have to offer
- Effectively managed client relationship through the use of communicative behaviors such as calls, emails and tracking.
- Coached and developed cohesive team to confidently assist with sourcing referrals.
Teller Supervisor- Personal Banker II
Commerce Bank
08.2011 - 08.2016
- Conducted various account transactions and client inquiries
- Promoted from Teller to Lead Teller to Supervisor. Trained and monitored teller performance
- Assisted in recruiting new tellers, conducting interviews and making hiring recommendations based on candidate qualifications.
Client Service Representative (Teller)
Bank Of America, N.A.
05.2009 - 07.2011
- Processed various transactions accurately and efficiently in accordance with established policies and procedures.
- Identified needs and referred financial products/services to consumer and small business clients
- Educated clients on technological tools, enabling development and implementation
Skills
- Notary Public
- Portfolio Management
- Problem-Solving aptitude
- Cross-selling
- Self motivated/ Goal oriented/ Team contributer
- Operational auditing
- Multitasking
Languages
Spanish
Native or Bilingual
Timeline
Senior Banker
Bank Of America, NA
10.2016 - Current
Teller Supervisor- Personal Banker II
Commerce Bank
08.2011 - 08.2016
Client Service Representative (Teller)
Bank Of America, N.A.
05.2009 - 07.2011
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