JANETTE SALVATIERRA
San Jose,CA
Summary
Professional with proven experience in banking and customer relationship management. Skilled in financial advising, cross-selling banking products, and enhancing customer satisfaction. Strong focus on team collaboration and achieving results, adapting to changing needs seamlessly. Possess excellent communication, problem-solving, and organizational skills, ensuring reliability and consistency in delivering high-quality service.
Overview
5
5
years of professional experience
Work History
Retail Relationship Banker
BMO
Ceres, CA
05.2023 - Current
- Assisted customers in navigating banking products and services to enhance satisfaction.
- Processed account openings, closures, and transactions efficiently while ensuring compliance.
- Supported customer inquiries regarding account management and financial services effectively.
- Adapted quickly to new procedures and technologies within the banking environment.
- Evaluated market trends to identify potential areas for business expansion within the retail banking segment.
- Resolved customer issues effectively, maintaining a high level of professionalism and empathy throughout interactions.
Universal Banker
Bank of the West
Ceres, CA
02.2021 - 05.2022
- Process customer transactions (deposits, withdrawals, transfers, loan payments)
- Handle cash, checks, and negotiable instruments with accuracy
- Balance cash drawers daily and resolve discrepancies
- Verify customer identities and follow security procedures
- Answer basic account questions and provide product information
- Promote bank products and services when appropriate
Education
High School Diploma - undefined
Ceres High School
Ceres, CASkills
- Relationship building
- Active listening
- Needs-based financial advising
- Customer retention strategies
- Conflict resolution & problem-solving
- Goal-driven performance
- Cross-selling
Timeline
Retail Relationship Banker
BMO
05.2023 - Current
Universal Banker
Bank of the West
02.2021 - 05.2022
High School Diploma - undefined
Ceres High School