Guadalupe Treto
Chicago,IL
Summary
Results-oriented banking professional experienced in handling customer needs. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities.
Overview
3
3
years of professional experience
Work History
Relationship Banker
Bank of America
07.2024 - Current
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Conducted comprehensive financial reviews for clients, resulting in more informed decision-making and better risk management.
Customer Experienced Banker
The Huntington National Bank
09.2021 - 07.2024
- Processed deposits, withdrawals, loan payments, transfers, cash advances, check cashing, money orders and other transactions accurately.
- Conducted financial reviews for clients; identified opportunities to increase their financial stability through various services offered by the bank.
- Cross-sold bank products such as credit cards, consumer/business loans, investments and insurance plans to existing customers.
- Opened new accounts for customers; maintained account records in accordance with established protocols.
- Assisted customers with online banking questions or concerns; provided instructions on how to use the bank's digital services effectively.
- Developed strong relationships with customers by providing excellent customer service while building a loyal client base.
- Prepared loan documents for review and approval by bank management.
- Educated clients about various banking products available at the institution.
- Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
Education
Some College (No Degree) -
Richard J Daley College
High School Diploma -
William J Bogan High School
06-2016
Skills
- Customer Service
- Due diligence
- Prospecting abilities
- Employee Motivation
- Opening accounts
- Team Collaboration
- Cash Handling
- De-escalating conflicts
- Goal Planning
- Follow-up skills
- Bank Sales
- Products and Services Knowledge
- Prospect Calling
- Relationship building and management
- Financial Advising
- Multitasking Abilities
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Relationship Banker
Bank of America
07.2024 - Current
Customer Experienced Banker
The Huntington National Bank
09.2021 - 07.2024
High School Diploma -
William J Bogan High School
Some College (No Degree) -
Richard J Daley College
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