Relationship Banker
Webster Bank
08.2023 - Current
Josefa Hernandez
Relationship Banker
Amityville,NY
Timeline
Financial Representative Intern
Northwestern Mutual
07.2022 - 10.2022
Bachelor Of Science - Business Administration And Economics
St. Joseph’s University
09.2019 - 05.2023
Work History
Relationship Banker
Webster Bank
08.2023 - Current
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- 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.
Financial Representative Intern
Northwestern Mutual
07.2022 - 10.2022
- Facilitated productive conversations between clients and internal departments for seamless service delivery.
- Strengthened client relationships through timely follow-ups and regular communication.
- Attended industry conferences and workshops to enhance knowledge of the latest financial planning best practices.
Overview
3
3
years of professional experience
4
4
years of post-secondary education
Education
Bachelor Of Science - Business Administration And Economics
St. Joseph’s University
New York, NY 09.2019 - 05.2023
Skills
- Relationship building and management
- Customer Service-oriented
- Sales expertise
- Financial services
- Creative thinking
- Business development
- Resourcefulness
- Financial processes
- Critical thinking
- Organizational skills
- Excellent communication
- Teamwork and collaboration
- Time management
- Active listening
- Written communication
- Multitasking
- Team building
- Conflict resolution
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
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