HERICA CENTEIO
Brockton
Summary
Professional banking specialist with comprehensive understanding of financial products and customer service excellence. Proven ability to assess client needs and offer personalized financial solutions. Valued team collaborator who adapts to changing priorities and consistently achieves results. Skilled in financial advising and client relationship management.
Overview
4
4
years of professional experience
Work History
Personal Banker
Hometown Financial Group
01.2025 - Current
- Developed personalized banking solutions to meet customer financial needs.
- Conducted thorough financial assessments to recommend appropriate products and services.
- Collaborated with team members to enhance customer service efficiency and satisfaction.
- Utilized banking software to manage client accounts and maintain accurate records.
- Identified opportunities for process improvements that streamlined account opening procedures.
- Fostered strong relationships with clients, resulting in increased loyalty and retention rates.
Bank Teller
Hometown Financial Group
01.2024 - 01.2025
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Answered customer inquiries regarding account balances, transaction history, service charges, and interest rates.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Learned about customers' financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
Assistant Manager
McDonald's Restaurant
08.2021 - 11.2023
- Supervised day-to-day operations to meet performance, quality, and service expectations.
- Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
- Helped with planning schedules and delegating assignments to meet coverage and service demands.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
Education
High School Diploma -
Liceu Domingos Ramos
Praia, Cape Verde06.2019
Skills
- Customer Service
- Microsoft Office Expertise
- Manage Inventory
- Staff Training
- Money Handling
- Customer relationship development
- Listening and Comprehension
- Customer Needs Assessment
- Professionalism and Courtesy
- Customer relationship management
- Financial assessments
- Account management
Languages
Portuguese
Spanish
Timeline
Personal Banker
Hometown Financial Group
01.2025 - Current
Bank Teller
Hometown Financial Group
01.2024 - 01.2025
Assistant Manager
McDonald's Restaurant
08.2021 - 11.2023
High School Diploma -
Liceu Domingos Ramos