Ileana Font Ricardo
Auburn,Washington
Summary
Accomplished banking professional with over a decade of experience, including a pivotal role at U.S. Bank, where I enhanced customer satisfaction and sales by 25% through Spanish interpreting and strategic cross-functional communication. Expert in fostering lasting client relationships and driving financial solutions with a keen focus on community engagement and team mentorship.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Client Relationship Consultant III
U.S. Bank
Auburn, WA
08.2023 - Current
- Focus on building relationships that last over time, fostering connections while helping the community.
- Deepened client relationships through proactive outreach and follow ups, averaging 10 calls per day.
- Used consultative techniques to understand customer needs and make strategic referrals to business partners.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Mentored junior staff members in their professional development by offering guidance/support in their assigned roles.
- Increased sales through effective merchandising strategies and targeted promotions.
- Educated clients on various lending products available, helping them make informed decisions that best suited their financial goals.
- Resolved customer complaints promptly and professionally, resulting in increased satisfaction rates among borrowers.
- Achieved higher loan approval ratings through effective collaboration with cross-functional teams such as underwriters, processors, and closers.
- Maximized revenue generation by identifying opportunities for upselling or cross-selling additional financial products during client interactions.
- Delivered exceptional service even during high-pressure situations, maintaining professionalism and composure at all times.
- Consistently met or exceeded quotas by implementing strategic sales plans and effective time management.
Personal Banker
Sound Credit Union
Auburn, WA
08.2019 - 07.2023
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Managed over 60 calls per day, translating in Spanish for Credit Union.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- First quarter of 2023, Open 17 new memberships with 2.47 PPH total dollar amount of $240,741.27 in loans, 5 gaps 2 MMP 1 CFS 2 PP and 338 Translator Leads.
- Collaborated with underwriting to ensure adherence to lending guidelines while maintaining client confidentiality throughout the process.
- Cross-sold bank products and services to meet customer needs and provide options.
- Increased sales by 25%
- Promoted financial products by maintaining excellent service offering knowledge.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Served as an escalation point for customer service problems, providing prompt and professional resolution without manager involvement.
Commercial Teller
KeyBank
Dutch Harbor, AK
07.2018 - 05.2019
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed over 100 customer transactions per day, in fast face environment effectively.
- Disbursed cash and checks accurately while maintaining security of 30k cash drawer.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Educated customers on use of banking website and mobile apps.
- Identified sales opportunities and referred multiples customers to branch partners in financial services.
Teller Service Representative II
HomeStreet Bank, Formerly Bank Of Oswego
Federal Way
04.2016 - 03.2018
- Focus on building relationships that last over time, fostering connections while helping the community.
- Deepened client relationships through proactive outreach and follow ups, averaging 10 calls per day.
- Used consultative techniques to understand customer needs and make strategic referrals to business partners.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Mentored junior staff members in their professional development by offering guidance/support in their assigned roles.
- Increased sales through effective merchandising strategies and targeted promotions.
- Educated clients on various lending products available, helping them make informed decisions that best suited their financial goals.
- Resolved customer complaints promptly and professionally, resulting in increased satisfaction rates among borrowers.
- Achieved higher loan approval ratings through effective collaboration with cross-functional teams such as underwriters, processors, and closers.
- Maximized revenue generation by identifying opportunities for upselling or cross-selling additional financial products during client interactions.
- Delivered exceptional service even during high-pressure situations, maintaining professionalism and composure at all times.
- Consistently met or exceeded quotas by implementing strategic sales plans and effective time management.
Education
No Degree - Industrial Engineering
Calisto Garcia
Cuba2008
High School Diploma -
Salvador Cisneros
Cuba08.2006
Skills
- Spanish Interpreting
- Customer Satisfaction
- Committed High Achiever
- Effective Cross Functional Communicator
- Skilled Collaborator
- Rapid And Adaptive
- Problem-Solving
Certification
- Bank Career Training Program Certificate , YWCA BankWorks - Auburn, Wa, Endorsed by Washington Bankers Association
- NMLS 2333453
- Notary Public WA State
Timeline
Client Relationship Consultant III
U.S. Bank
08.2023 - Current
Personal Banker
Sound Credit Union
08.2019 - 07.2023
Commercial Teller
KeyBank
07.2018 - 05.2019
Teller Service Representative II
HomeStreet Bank, Formerly Bank Of Oswego
04.2016 - 03.2018
No Degree - Industrial Engineering
Calisto Garcia
High School Diploma -
Salvador Cisneros