Summary
Overview
Work History
Education
Skills
Timeline
Generic

ISRAEL A MORAN MALTEZ

San Mateo,CA

Summary

Proven track record at Bank of America, NA, excelling in relationship management and cash handling, enhancing customer satisfaction and branch efficiency. Leveraged sales expertise and exceptional service orientation to exceed client expectations, significantly contributing to branch success. Demonstrates strong regulatory adherence and financial product knowledge, driving positive outcomes. 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.

Overview

5
5
years of professional experience

Work History

Store Associate

In & Out Burger
12.2022 - Current
  • Handled cash register operations accurately, balancing drawers at the end of each shift.
  • Participated in training sessions to stay updated on product information and company policies.
  • Worked with POS system to place orders, manage bills, and handle complimentary items.
  • Cleaned and sanitized dishes and utensils, consistently keeping adequate supplies on hand for expected customer loads.
  • Enhanced kitchen efficiency by maintaining clean and organized workstations.
  • Maintained clean, trash-free workspaces to maximize productivity and safety.
  • Made food according to standard recipes with requested changes for customer satisfaction.
  • Accepted opportunities to learn new skills, improve performance and cross-train for other positions.
  • Maintained strict compliance with food safety regulations, ensuring high-quality meals for patrons.
  • Restocked supplies and prepared additional ingredients during downtime for expected busy periods.
  • Assisted in reducing kitchen waste through careful portion control measures.

Relationship Banker

Bank of America, NA
09.2020 - 11.2022
  • Assisted customers in opening accounts, ensuring a smooth onboarding experience and high satisfaction levels.
  • Monitored daily cash transactions at the branch, reconciling discrepancies promptly for accurate record-keeping purposes.
  • Provided support during audits by preparing necessary documentation and addressing queries from auditors effectively.
  • Processed loan applications accurately and promptly, contributing to increased client satisfaction levels.
  • Strengthened customer relationships by providing personalized financial advice and identifying suitable banking products.
  • Contributed to successful branch operations by maintaining a well-organized and efficient working environment.
  • Adhered strictly to regulatory guidelines when processing transactions or advising customers on financial matters, mitigating potential risks for both parties involved.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Maintained in-depth product and service knowledge for well-informed customer advice.
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.

Customer Service Representative

Bank of America, NA
09.2019 - 08.2020
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Processed customer transactions promptly, minimizing wait times.
  • Assisted customers with account inquiries, resolving issues promptly and professionally.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
  • Maintained up-to-date knowledge of bank products, services, promotions, policies, regulations to better assist customers with their financial needs.
  • Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
  • Supported team members in achieving branch goals through collaboration, communication, and shared responsibilities.
  • Monitored and reported suspicious activity in line with bank security policies.

Education

High School Diploma -

VILLA LIBERTAD
MANAGUA, NICARAGUA
12.2018

Skills

  • Relationship building and management
  • Customer Service-Oriented
  • Sales expertise
  • Cash Handling

Timeline

Store Associate

In & Out Burger
12.2022 - Current

Relationship Banker

Bank of America, NA
09.2020 - 11.2022

Customer Service Representative

Bank of America, NA
09.2019 - 08.2020

High School Diploma -

VILLA LIBERTAD

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ISRAEL A MORAN MALTEZ