Jillian Del Rosario
Millbrae,CA
Summary
An individual who is dedicated to, not only serving her clientele, but also giving the best possible service. Passionate about catering to each individual's needs through insightful and meaningful conversations to identify financial needs. Values colleagues and ready to help team achieve company goals.
Overview
5
5
years of professional experience
Work History
Universal Banker
Bank Of The West
10.2020 - 09.2021
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Developed tailored solutions to meet individual banking needs.
- Balanced teller drawers
- Opened, closed and updated accounts for customers.
Real Estate Assistant
Coldwell Banker
06.2020 - 10.2020
- Coordinated appointments to show marketed properties.
- Maintained efficient office operations by handling errands and administrative functions.
- Developed and maintained list of available properties suited to different needs and budgets for both commercial and industrial use.
- Developed and deployed marketing collateral to promote properties and drive sales.
Office Clerk
Power Of Three Consultancy
08.2018 - 09.2019
- Interacted with customers by phone, email or in-person to provide information.
- Provided clerical support to company employees by copying, faxing and filing documents.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Responded to inquiries from callers seeking information.
- Provided welcoming environment and upheld company standards
- Reconciled financial accounts
Retail Relationship Banker
BMO Harris Bank
07.2023 - Current
- Cultivated strong customer relationships by providing tailored advice and services.
- Analyzed customers' financial information to deliver personalized account guidance.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Adapted products and services to suit customers' changing financial circumstances.
Education
Bachelor Of Liberal Arts - Communication Studies
San Francisco State University
San Francisco, CA05.2024
Associate of Arts - Communication Studies
College of San Mateo
San Mateo, CA05.2022
High School Diploma -
Mills High School
Millbrae, CA06.2020
Skills
- New Account Setup
- Verbal and Written Communication
- Customer Service
- Sorting and Filing
- Mobile Applications
- Client Relationships
- Effective communication
- Customer service excellence
- Banking software proficiency
- Conflict resolution
- Branch operations
Timeline
Retail Relationship Banker
BMO Harris Bank
07.2023 - Current
Universal Banker
Bank Of The West
10.2020 - 09.2021
Real Estate Assistant
Coldwell Banker
06.2020 - 10.2020
Office Clerk
Power Of Three Consultancy
08.2018 - 09.2019
Bachelor Of Liberal Arts - Communication Studies
San Francisco State University
Associate of Arts - Communication Studies
College of San Mateo
High School Diploma -
Mills High School