Provide clients with the best in service experience of helping them in reaching their financial goals. Accomplished Branch Banker with 17 years of experience interacting with customers to increase sales and offer services. Seasoned expert at promoting products and offerings, creating new accounts and assisting customers with various requests. Motivated and results-oriented with background increasing new customer accounts and maximizing services among existing customers.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Sr. Branch Banker
PNC Bank
09.2023 - Current
Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
Helped customers prepare documents required to complete transactions and process requests.
Identified customer desires and goals through needs-based sales tactics.
Presented products and services to customers using in-depth knowledge to answer questions.
Supported tellers by processing transactions involving money orders, cashiers checks and payments.
Investigated and resolved account issues by offering applicable options to customers.
Opened new accounts and made changes to existing accounts.
Increased branch standards by 75% by contacting over 20 clients per day for appointment setting in the branch
Barista
Black Rifle Coffee Company
08.2022 - 08.2023
Maintained and operated espresso machines, blenders, commercial coffee brewers, coffee pots, and other equipment.
Created wide variety of hot and cold drinks in average shifts with consistently positive customer satisfaction scores.
Pleasantly interacted with customers during hectic periods to promote fun, positive environment.
Cleaned counters, machines, utensils, and seating areas daily.
Listened carefully to customer requests and created personalized, delicious beverages, which improved sales.
Trained new employees, sharing knowledge and expertise of coffees, teas, and merchandise.
Controlled line and crowd with quick, efficient service.
Trained new team members with positive reinforcement and respectful, encouraging coaching.
Made and served brand-specific café beverages with focus on speed, quality and consistency.
Minimized spoilage with proper use of first-in-first-out stock procedures.
Branch Banker III
Broadway Bank
01.2022 - 07.2023
Helped customers prepare documents required to complete transactions and process requests.
Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
Identified customer desires and goals through needs-based sales tactics.
Collected cash and checks for deposit or processed withdrawals by examining checks for endorsements, verifying amounts, inputting into computer systems and printing receipts.
Counted currency, coins and checks in cash drawer, night depository and ATM.
Formalized risk assessment models and developed standards for trend analysis for corporate use.
Investigated and resolved account issues by offering applicable options to customers.
Opened new accounts and made changes to existing accounts.
Presented products and services to customers using in-depth knowledge to answer questions.
Supported tellers by processing transactions involving money orders, cashiers checks and payments.
Complied with established internal controls and policies.
Member Specialist II
Generations Federal Credit Union
10.2017 - 12.2022
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Assisted members with correcting account, service, and system issues by educating on required forms and technical processes.
Handled complaints with prompt, courteous service to uphold professional reputation.
Opened customer accounts and provided deposit and withdrawal receipts.
Educated and engaged customers with new bank products and services.
Resolved customer issues through thorough dispute investigation.
Verified customer identification and documentation for compliant transactions.
Sought ways to improve processes and services provided.
Responded proactively and positively to rapid change.
Maintained up-to-date knowledge of product and service changes.
Investigated and resolved customer inquiries and complaints quickly.
Cross-trained and provided backup support for organizational leadership.
Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
Branch Banker IV
BB&T
10.2010 - 09.2017
Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
Helped customers prepare documents required to complete transactions and process requests.
Complied with established internal controls and policies.
Investigated and resolved account issues by offering applicable options to customers.
Identified customer desires and goals through needs-based sales tactics.
Presented products and services to customers using in-depth knowledge to answer questions.
Supported tellers by processing transactions involving money orders, cashiers checks and payments.
Opened new accounts and made changes to existing accounts.
Education
Bachelor's Degree - Mass Communications
University of Phoenix
Phoenix, AZ
05.2020
Associate of Arts - Information Technology
University of Phoenix
Phoenix, AZ
01.2012
Skills
Portfolio Management
Financial Planning
Estate Planning
Loan Processing
Teller Support
Financial product knowledge
Banking product sales
Branch operations
Customer Relationship Management
Awards
Recognized as a PNC Women’s in Business advocate
Received a nomination for iLead
EBRG Latino group member
Consistently recognized for perfect scores through CXI scores
Certification
Diversity, Equity and Inclusion
Languages
Spanish
Native or Bilingual
Timeline
Sr. Branch Banker
PNC Bank
09.2023 - Current
Barista
Black Rifle Coffee Company
08.2022 - 08.2023
Branch Banker III
Broadway Bank
01.2022 - 07.2023
Member Specialist II
Generations Federal Credit Union
10.2017 - 12.2022
Branch Banker IV
BB&T
10.2010 - 09.2017
Bachelor's Degree - Mass Communications
University of Phoenix
Associate of Arts - Information Technology
University of Phoenix
Diversity, Equity and Inclusion
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