Isamar Vargas
Derby,CT
Summary
Welcoming Banking Representative excited to transition to reputable company. Skilled at marketing bank products, handling account maintenance and evaluating new customer information.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Citizens Banker
Citizens Bank, NMLS #2525756
02.2023 - Current
- Acquire new customers through outbound phone checkups and in-store prospecting.
- Provide recommendations and assist customers with a wide array of financial solutions to satisfy their spending, saving, borrowing and investing needs.
- Contact customers to schedule time to discuss their personal financial goals.
Personal Banker
People's United Bank
08.2017 - 12.2020
- Promoted financial products by maintaining excellent service offering knowledge.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Backed up teller team by handling needs of new and existing customers at main counter.
Personal Banker
Wells Fargo
02.2014 - 08.2017
- Maximized revenue through improved sales techniques and branch productivity.
- Achieved consistent recognition as top sales performer.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Call Center Representative
Eastern Accounting Systems
08.2013 - 06.2014
- Delivered exceptional customer service on pre-collection calls and maintained calm and professional demeanor.
- Maintained high volume of calls and met demands of busy and productive group.
- Counseled debtors on payment options and arranged installment agreements.
Education
High School Diploma -
Bullard Haven Technical High School
Bridgeport06.2008
Skills
- Cash Handling
- Financial Advising
- Self-motivated nature
- Professional demeanor
- Opening and Closing Procedures
- Fluent in Spanish
Certification
- Notary Public, Wells Fargo - 2017
Timeline
Citizens Banker
Citizens Bank, NMLS #2525756
02.2023 - Current
Personal Banker
People's United Bank
08.2017 - 12.2020
Personal Banker
Wells Fargo
02.2014 - 08.2017
Call Center Representative
Eastern Accounting Systems
08.2013 - 06.2014
High School Diploma -
Bullard Haven Technical High School
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