JAQUELINE MUNGUIA
Houston,TX
Summary
- Accomplished Banker with 11 years of experience in banking and specializing in small business clients to achieve their financial goals. Professional with strong focus on delivering impactful solutions and meeting high standards.
Experienced with assessing client needs and developing tailored solutions that drive business success. Utilizes strong problem-solving skills and collaborative strategies to deliver impactful results. Track record of building and maintaining effective client relationships while adapting to changing demands.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Business Solution Advisor
BANK OF AMERICA
01.2023 - Current
- Developed strong relationships with partners such as Merrill, Mortgage, Auto loans and Merchant services exceeding monthly and quarterly goals.
- Manage a portfolio of more than 250+ clients generating a revenue of more than $1M in deposit balance growth
- Actively deepened relationships with new and existing clients uncovering business financial needs with proactive outreach using vertical I-Q and filling out a call plan tailored to each individual industry with more than 50 calls a week
- Enhanced client satisfaction by providing tailored solutions based on their unique requirements.
- Mentored junior team members, contributing to their professional growth and overall team success.
- Navigated challenging client situations with diplomacy and professionalism, preserving long-term business relationships.
- Identified potential areas for improvement within existing solutions, leading to optimized performance and increased customer satisfaction.
- Conducted comprehensive market research to stay current on industry trends and identify new opportunities for growth.
- Facilitated open communication channels among team members to promote efficient problem-solving and knowledge sharing opportunities.
Business Owner Specialist
BANK OF AMERICA
10.2022 - 01.2023
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Developed strategic plans for day-to-day financial operations.
- Improved client engagement strategies, leading to marked increase in client referrals and network expansion.
- Delivered personalized client presentations, effectively communicating value proposition of services.
- Boosted client portfolio growth, identified cross-selling and upselling opportunities through detailed needs analysis.
- Drove revenue growth with innovative sales strategies, understanding customer needs.
- Strengthened company reputation by consistently meeting or exceeding customer expectations in terms of quality products/services offered.
- Developed strategic business plan, guiding company towards sustainable growth and profitability.
- Implemented business strategies, increasing revenue, and effectively targeting new markets.
Consumer Credit Card Fraud Services Representative
BANK OF AMERICA
06.2020 - 10.2022
- Utilized CRM tools proficiently for efficient case management, tracking progress, and documenting resolutions.
- Enhanced customer satisfaction by efficiently addressing and resolving inquiries and concerns.
- Managed high call volumes while maintaining a professional demeanor and ensuring timely issue resolution.
- Reduced average call handling time by developing personalized scripts that addressed common customer queries.
- Balanced multiple priorities simultaneously, managing a diverse range of customer inquiries without compromising service quality.
- Continuously adhered to strict regulations as well as detailed instructions, guidelines and specifications.
Relationship Manager
BANK OF AMERICA
04.2017 - 06.2020
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
- Participated in staff meetings to discuss innovative strategies to improve services.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Relationship Banker
BANK OF AMERICA
10.2016 - 04.2017
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
Bank Teller
BANK OF AMERICA
09.2013 - 10.2016
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
Education
High School Diploma -
MILBY HIGH SCHOOL
Houston, TX2006
Skills
- Problem-solving
- Time management
- Relationship building
- Sales skills
- Salesforce
- Vertical I-Q
- Bolt
- Lexis Nexus
- Stacy
- Power point
- Synergy web
- Portfolio management
- Client education
- Customer referrals
- Goal setting
- Microsoft Excel
Certification
Texas Notary Public
Languages
Spanish
Native or Bilingual
English
Full Professional
Timeline
Business Solution Advisor
BANK OF AMERICA
01.2023 - Current
Business Owner Specialist
BANK OF AMERICA
10.2022 - 01.2023
Consumer Credit Card Fraud Services Representative
BANK OF AMERICA
06.2020 - 10.2022
Relationship Manager
BANK OF AMERICA
04.2017 - 06.2020
Relationship Banker
BANK OF AMERICA
10.2016 - 04.2017
Bank Teller
BANK OF AMERICA
09.2013 - 10.2016
Texas Notary Public
High School Diploma -
MILBY HIGH SCHOOL
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