Isis Cruz
Beaufort,SC
Summary
Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
8
8
years of professional experience
Work History
Relationship Banker
TRUIST BANK
1 KEMMERLIN LANE BEAUFORT SC 29907
04.2022 - Current
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
- Helped managed branch when Branch Leader was not available or was out.
Retail Personal Banker
Wells Fargo
148 SEA ISLAND PARKWAY BEAUFORT SC 29907
09.2016 - 04.2022
- Managed risk exposure by closely monitoring account activity and taking appropriate action when necessary, safeguarding both clients'' and bank''s interests.
- Provided exceptional customer service by resolving complex issues quickly, earning multiple commendations from satisfied clients.
- Conducted regular audits to ensure compliance with bank policies and regulatory requirements, maintaining a low error rate throughout tenure.
- Contributed to the development of staff training materials that improved overall branch performance metrics and employee engagement levels.
- Enhanced customer satisfaction by providing personalized financial advice and tailored banking solutions.
- Improved branch performance by effectively collaborating with team members to meet sales targets consistently.
Education
High School Diploma -
Golden Valley High School
Santa Clarita, CA06.2013
Skills
- Relationship building and management
- Customer Service-Oriented
- Sales expertise
- Cash Handling
- Account updating
- File Maintenance
- Persuasive communication style
Languages
Spanish
Native or Bilingual
Timeline
Relationship Banker
TRUIST BANK
04.2022 - Current
Retail Personal Banker
Wells Fargo
09.2016 - 04.2022
High School Diploma -
Golden Valley High School