JACKLYN ROMERO
HOUSTON
Summary
To utilize the strong background in sales and banking developed over 10 years to deliver error free, high-quality service.
Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products.
Overview
13
13
years of professional experience
Work History
Sr. Personal Banker III
Cadence Bank
04.2024 - Current
- Resolved complex customer inquiries, demonstrating exceptional problem-solving skills and customer service expertise.
- Conducted financial reviews for customers, identifying opportunities for cross-selling additional products and services.
- In my first year with the company my banking consistently met goal. Acheiving 115% of a loan goal set at 900k. Product acquisition met at 106%
Relationship Banker
Comerica Bank
01.2021 - 04.2024
- The responsibilities include conducting marketing activities to uncover customer needs, provide solutions leading to revenue growth in loans, deposits, and non interest income, delivering a customer centric experience, maintaining disciplined operational objectives; all while striving for excellence in execution of the mentioned areas
- 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.
Lead Vault Teller
Wells Fargo
01.2016 - 01.2021
- Provided approvals in accordance with bank's policy and procedures
- Completed control task on a timely manner
- Performed daily and monthly audits on all cash vaults and ATMs
- Coached Tellers through on the spot observations and followed up on a weekly basis
Inside Sales/ Data Entry Clerk
American Packing & Gasket
01.2012 - 01.2016
- Entering high volume sales orders with time urgency and precision, utilizing MW and Excel
- Minimal error resulting in building customer rapport
Education
Associate of Applied Science - Business
Lone Star College
Houston, TX12-2025
Skills
- Attention to detail
- Proficiency in MW
- Proficiency in Excel
- Executing deadlines
- Relationship management
- Loan origination
- Portfolio management
- Wealth management
- Cross-selling products
- Banking operations
Leadership Experience
Ability to manage multiple projects simultaneously and meet tight deadlines, while maintaining the highest standards of quality.
Communication Skills
Strong written and verbal communication skills, including the ability to provide constructive feedback and collaborate effectively with writers, editors, and other stakeholders.
Timeline
Sr. Personal Banker III
Cadence Bank
04.2024 - Current
Relationship Banker
Comerica Bank
01.2021 - 04.2024
Lead Vault Teller
Wells Fargo
01.2016 - 01.2021
Inside Sales/ Data Entry Clerk
American Packing & Gasket
01.2012 - 01.2016
Associate of Applied Science - Business
Lone Star College
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