Carolina Duran
Lake Mary
Summary
Helpful New Accounts Representative committed to thoroughly interviewing individuals desiring to open new accounts. Skilled at explaining available banking services and preparing appropriate forms for new accounts. In-depth knowledge of sales and marketing procedures and techniques.
Overview
24
24
years of professional experience
Work History
Relationship Banker
Bank Of America
Sanford
07.2017 - Current
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Worked with clients to address and respond to client and partnership management issues.
- Answered customer questions and explained available services such as deposit accounts, bonds and securities.
- Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
- Presented new and additional products and services to existing customers.
- Assist customers with opening checking, savings, business, and credit card accounts.
Teller
Bank Of America
Sanford
01.2003 - 07.2017
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Educated customers on use of banking website and mobile apps.
- Identified sales opportunities and referred customers to branch partners in financial services.
Head Teller
HSBC Bank USA
New York
01.2000 - 12.2002
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Verified amount of cash in cash drawer against day's receipts, quickly identifying errors.
- Mentored newly hired team members on appropriate responses to patron questions.
- Created teller schedule to keep weekly and weekend shifts properly staffed.
- Identified potential needs through observation, questioning and listening.
- Assessed employee performance and developed improvement plans.
- Maintained scheduling for main branch to keep shifts appropriately staffed.
Education
Associate of Arts - Law (Pre-Law)
Catolica University
GuayaquilSkills
- Relationship building and management
- Customer Accounts Management
- Loans
- Sales expertise
- Banking operations knowledge
Languages
Spanish
Native or Bilingual
Timeline
Relationship Banker
Bank Of America
07.2017 - Current
Teller
Bank Of America
01.2003 - 07.2017
Head Teller
HSBC Bank USA
01.2000 - 12.2002
Associate of Arts - Law (Pre-Law)
Catolica University
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