Ileana Morales
Miami,FL
Summary
Dedicated worker focused on customer satisfaction and providing high-quality service. Determined to exceed expectations and take on higher responsibilities.
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
19
19
years of professional experience
Work History
Senior Relationship Banker
Truist Bank
Doral, Florida
04.2015 - Current
- Developed and implemented strategies to increase customer base, grow deposits and cross-sell products.
- Maintained up-to-date knowledge of regulations related to banking operations.
- Coordinated with other departments to ensure timely processing of customer transactions.
- Participated in weekly sales meetings to discuss progress towards goals, challenges faced.
- Researched and responded to customer inquiries regarding banking products and services.
- Ensured that all documents were accurately completed prior to submitting them for processing.
- Monitored client accounts for suspicious activity or fraudulent transactions.
- Evaluated customer requests for overdrafts or line-of-credit increases.
- Provided advice on financial services, such as investments and insurance, to existing customers.
- Advised customers on ways they could reduce costs associated with their banking activities.
- Collaborated with internal teams on projects aimed at improving customer experience.
- Completed thorough and accurate documentation for money movements, deposits or withdrawals.
Relationship Teller
Colonial Bank
Hialeah , Florida
03.2005 - 04.2015
- Cross-sold additional bank products when applicable to meet customer needs.
- Maintained confidentiality of all customer records and information according to company policies.
- Reported any operational issues or system problems that occurred during shift promptly.
- Continuously updated knowledge about banking products, services, policies and regulations.
- Verified customers' identification to ensure compliance with laws and regulations.
- Identified opportunities to refer customers to other areas of the bank for additional services.
- Performed daily reconciliation of teller drawer within established limits.
- Provided exceptional customer service while accurately processing routine transactions.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Explained the features of various banking products available to customers.
- Identified fraudulent activity or suspicious behavior immediately reported it to management.
Education
Some College (No Degree) - Associate in Arts
Miami Dade College
Miami, FLSkills
- Financial Services
- Customer Service-Oriented
- Security understanding
- Banking
- Relationship building
- Teller Support
Timeline
Senior Relationship Banker
Truist Bank
04.2015 - Current
Relationship Teller
Colonial Bank
03.2005 - 04.2015
Some College (No Degree) - Associate in Arts
Miami Dade College