Joshua Gonzalez
Keller,TX
Summary
Dedicated Banker well-versed in setting up new customer accounts, following security protocols and assisting with audits. Well-organized with strong relationship-building, time management, and documentation skills. Ready to bring 6+ years' experience in related roles.
Overview
7
7
years of professional experience
Work History
Relationship Banker
Bank of America
Southlake, TX
11.2021 - Current
- Assist customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Advised customers on bank products, services and financial planning options.
- Modified, opened and closed customer accounts.
- Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
- Attended meetings with other bankers to discuss best practices related to relationship building.
- Provided ongoing support throughout the loan application process including answering questions about loan terms and conditions.
Advanced Client Solutions
Bank of America
Irving, TX
02.2018 - 10.2021
- Helped customers find specific products, answered questions, and offered product advice.
- Answered incoming telephone calls to provide products and services information.
- Worked with fellow sales team members to achieve group targets.
- Advised customers on how best to use their credit cards responsibly while minimizing debt levels.
- Responded to inquiries from customers regarding credit card terms and conditions.
- Assisted customers in making informed decisions on the best credit card product for their needs.
Teller
Wells Fargo
Irving, TX
02.2017 - 02.2018
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Balanced cash drawers on a daily basis.
- Provided exceptional customer service while accurately processing routine transactions.
- Answered customer inquiries regarding bank products and services.
- Maintained confidentiality of bank records and client information.
Education
High School Diploma -
Macarthur High School
Irving, TX08-2017
Skills
- Account Audits
- Recordkeeping Requirements
- Financial Advising
- Account Closings
- Relationship Building and Management
- Business Development
- Loss Prevention
- Teller Support
Timeline
Relationship Banker
Bank of America
11.2021 - Current
Advanced Client Solutions
Bank of America
02.2018 - 10.2021
Teller
Wells Fargo
02.2017 - 02.2018
High School Diploma -
Macarthur High School