Jessenia Guzman
Sinking Spring,PA
Summary
Experienced Senior Relationship Banker with solid background in banking. Effective at building positive relationships with clients, achieving sales goals and providing excellent client service. Strong communication and interpersonal skills committed to making clients understand financial needs, goals and options.
Overview
15
15
years of professional experience
Work History
Senior Relationship Banker
Truist Bank
09.2013 - 09.2023
- Provided exceptional client service to all new and existing retail and business clients by understanding financial needs of clients while building, deepening and retaining relationships.
- Opened and serviced clients accounts including checking, savings, cd, ira and consumer loans.
- Analyzed clients financial information to deliver personalized account guidance. Referred to the correct IRM partners.
- Worked with clients to provide competitive commercial banking solutions. Referred to our Business partners.
- Educated clients on online banking and mobile banking applications.
- Handle scheduling for our team.
- Mentor new and existing teammates who have enter or been promoted on the desk.
- Assisted Branch Leader with outside Small Business prospect and existing with my bilingual skills.
- Supervisor duties including auditing teller drawers, giving approvals on transactions, coaching and team building huddles.
- Branch Champion Leader includes making sure all books are signed correctly, signature cards are uploaded, safe deposit boxes paperwork are correct and all other delegated duties were performed.
- Assigned Leads to teammates and myself to make outbound calls.
Customer Service Representative
Metro Bank
08.2008 - 09.2013
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Handled customer inquiries and suggestions courteously and professionally.
- Assisted clients with opening or closing accounts, completing loan applications and signing up for new services.
- Participated in team meetings and training sessions to stay informed about product updates and changes.
- Cross-trained and provided backup support for organizational leadership.
Education
No Degree - Business Administration And Management
St Johns University
Queens NYSkills
- Organizational and interpersonal skills
- NMLS registered
- Leadership skills
- Cross Selling 10 years
- Bilingual fluent in English and Spanish verbal and written
Timeline
Senior Relationship Banker
Truist Bank
09.2013 - 09.2023
Customer Service Representative
Metro Bank
08.2008 - 09.2013
No Degree - Business Administration And Management
St Johns University
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