JACKELYN MARTINEZ
Stallings,NC
Summary
Customer loyalty is increased by effectively resolving problems and processing transactions quickly. Client relationship management, conflict resolution, and leadership skills are all strengths. Customer satisfaction is important to me, so I’m resourceful, hardworking, and passionate about it. Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
Overview
2
2
years of professional experience
Work History
Relationship Banker
Bank of America
Austin, TX
08.2022 - Current
- Assessed clients' financial situations in order to develop strategic financial planning solutions
- Created key procedures for teams working on documentation, models, and presentations
- Build and maintain relationships with both new and returning customers
- Conducted in-depth financial reviews for business clients in order to sell products that were appropriate for their needs
- Helped clients and non-clients with their personal loan applications
- Opened new accounts for high-net-worth individuals and serviced existing accounts to maximize revenue
- Wire transfers, stop payments, and account transfers were all things I did
- Assisted customers with opening or closing accounts, filling out loan applications, and enrolling in new services
- Sell the bank's products and services to other people
- Developed a rapport with my clients in order to ensure their satisfaction and loyalty
- Offered and enrolled credit cards to clients.
Bank Teller/ Banker
Wells Fargo
Greenville, SC
- Completed highly accurate, high-volume money counts using both manual and machine-driven methods
- Logged cashier’s checks and other transactions to keep account records accurate
- Maintained strict financial controls by keeping funds secure and transferring funds accurately
- Turned in any excess cash to keep the drawer secure
- Promoted products or services to each customer to consistently meet sales targets
- Was able to provide customer records on demand, such as account statements and check copies
- Sold and cross-sold bank products to new and existing customers
- Provided assistance to customers who had their cards compromised and issued new credentials
- Followed all procedures involving financial and customer information to avoid possible data breaches and misuse
- Audited fellow teller currency to help with dual-currency procedures
- Reconciled the cash drawer and corrected any inconsistencies
- Completed special procedures such as ordering new checks, stopping payments, and investigating identity theft for customers
- Was in charge of counting and packaging currency and coins
- Volunteered for extra shifts to help with staffing shortages during holidays and other busy times
- Ordered customers checks and and double-checked their starting numbers
- Used my excellent interpersonal and communication skills to build and strengthen customer relationships.
- Help costumers open and manage their accounts and finances
- Advice customers on financial services and products and resolve issues
- Reach out to prospective customers to sell bank services
- Build customer relationships to ensure lifelong relationships
Education
High School Diploma -
Hunter Huss High School
Hunter Huss High School 06-2006
Skills
- Sales strategy
- Customer service
- Banking
- Financial planning
- Cash Handling
- Savings accounts
- Sales expertise
- Relationship building and management
- Teller auditing
- Financial product knowledge
- Fully bilingual (Spanish)
- Personable and friendly demeanor in person or on the phone
- Proficient in computer skills
- Proficient in inventory skills
- Great capacity for learning new things
- Ability to work with other people and form professional relationships
Timeline
Relationship Banker
Bank of America
08.2022 - Current
Bank Teller/ Banker
Wells Fargo
High School Diploma -
Hunter Huss High School