Johanna Valenzuela
Houston,TX
Summary
Results-oriented Personal Banker with extensive experience in cultivating strong client relationships and referral networks. Proven top-performer consistently exceeding sales targets. Skilled in educating customers on banking services and products, adept at recommending optimal solutions to fulfill immediate and long-term needs.
Overview
6
6
years of professional experience
Work History
Personal Banker
Wellby Financial
Houston, TX
01.2024 - Current
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Assistant Branch Manager
First Convenience Bank
Houston, TX
03.2020 - 01.2024
- Developed and managed employee schedules, balancing individual requests and requirements with business needs.
- Educated customers on use of banking services.
- Supervise and evaluate staff to help improve skills, achieve daily objectives, and attain advancement.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in excellent customer service.
Secretary's Assistant
Odyssey Nail Systems
Houston, TX
01.2019 - 02.2020
- Kept reception area clean and neat to give visitors positive first impression.
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Created and updated physical records and digital files to maintain current, accurate, and compliant documentation.
- Communicated effectively with management concerning important customer issues.
Education
High School Diploma -
Sharpstown High School
Skills
- Loan applications
- Relationship building and management
- Cash Handling
- Meeting sales goals
- Teller experience
- Self-motivated nature
- Business Development
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Personal Banker
Wellby Financial
01.2024 - Current
Assistant Branch Manager
First Convenience Bank
03.2020 - 01.2024
Secretary's Assistant
Odyssey Nail Systems
01.2019 - 02.2020
High School Diploma -
Sharpstown High School