Summary
Work History
Education
Skills
Timeline
CustomerServiceRepresentative

Juan Anthony Torres

Crompond,NY

Summary

Industrious Personal Banker eager to fulfill challenging role within client-focused team. Strong foundation of building excellent client rapport to foster satisfaction and loyalty. Diverse skill set that includes Area of expertise knowledge and expansive experience in Skill.

Helpful New Accounts Representative committed to thoroughly interviewing individuals desiring to open new accounts. Skilled at explaining available banking services and preparing appropriate forms for new accounts. In-depth knowledge of sales and marketing procedures and techniques.

Work History

Personal Banker

Assist Clients With Their Personal Banking.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Balanced cash drawers and vault accounts on daily basis with zero discrepancies.

Education

Queensborough Community College of The City University of New York
Oakland Gardens, NY
01.1995

Skills

  • Wealth Management
  • MS Excel
  • Teller Auditing
  • Attention to Detail
  • Financial Statements Preparation
  • Money Transfers
  • Deposit Verification
  • Financial Advisement
  • Opportunity Identification
  • Growth Portfolios
  • Client Acquisition and Retention
  • Issue Resolution
  • Verbal and Written Communication
  • Transaction Processing
  • Customer Service
  • Regulatory Compliance
  • Legal Considerations
  • Loss Mitigation
  • Exercise Strategies
  • Portfolio Assessment
  • Personal Advising
  • Banking Policies and Procedures
  • Cross-Selling and Upselling
  • Community Reinvestment Act
  • Safe Deposit Box Oversight
  • Financial Product Knowledge
  • Reading Comprehension
  • Asset Protection Strategies
  • Monthly Audits
  • Credit Bureau Information
  • Team Interaction
  • Calculator Usage
  • Monitor Industry Trends
  • Retirement Needs
  • Financial Profiling
  • Phone Inquiries
  • Personal Interviews
  • Client Interactions
  • Referral Generation
  • Effective Scheduling
  • Teller Transactions
  • Maintaining Clean Work Areas
  • Partnering and Relationships
  • Credit Card Applications
  • Personal Coaching
  • Investment Expertise
  • ID Verification
  • Operational Efficiency
  • Credit and Debt Card Processing
  • Small Business Relations
  • Anti Money Laundering (AML)
  • Clients Rights
  • Ethical Business Conduct
  • Revenue Growth
  • Data Integrity
  • Cash Vault Auditing
  • Business Expansion
  • Fixed Income Investments
  • Banking
  • Loans

Timeline

Personal Banker

Assist Clients With Their Personal Banking.

Queensborough Community College of The City University of New York

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Juan Anthony Torres