Ivonne Barcia
Dumont,NJ
Overview
23
23
years of professional experience
Work History
Relationship Banker
Bank of America
Bergenfield, NJ
12.2020 - Current
- Provided customers with financial advice and assistance in setting up accounts, loans, and investments.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Built long-term relationships with customers by providing personalized service and support.
- Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
- Educated clients about various banking products available at the institution.
Relationship Banker
PNC Bank
Cresskill
05.2019 - 12.2020
- Establish and maintain relationships with commercial and personal clients, provide an excellent service experience for mass affluent based
- Knowledge of banking products and risk management
- Network within communities and local activities for Community Reinvestment Act
- Coach and develop team members on product and customer experience
- Designated Mortgage Lender, consumer lending originator processor.
Real Estate Paralegal
Lanza & Lanza
Palisades Park
07.2008 - 05.2019
- Direct and coordinate law office activities, prepare legal correspondence/documents
- Organize and maintain paper and electronic filing systems
- Meet and follow up with clients details of case/files
- Residential and commercial real estate transactions
- Assisted on property management projects, bookkeeping and calendar for Boards meetings.
Branch Manager
Wachovia
Little Ferry
01.2002 - 07.2008
- Educated customers on a variety of consumer and commercial financial solutions to their needs, deepen and enhance relationships
- Coached and developed staff members, optimizing staff productivity to achieve sales goals
- Conducted yearly performance reviews, hiring and terminating process, training initiatives, schedule, time attendance and payroll.
Education
Eastwick College
Hackensack06.2010
Skills
- Fluent in Spanish
- Excellent work ethics
- Financial processes understanding
Timeline
Relationship Banker
Bank of America
12.2020 - Current
Relationship Banker
PNC Bank
05.2019 - 12.2020
Real Estate Paralegal
Lanza & Lanza
07.2008 - 05.2019
Branch Manager
Wachovia
01.2002 - 07.2008
Eastwick College