Julia Mercado

Bank Of America

08.2001 - Current

Worked with clients to address and respond to client and partnership management issues.
Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
Continually boosted branch production and revenue by 15% by consistently meeting all monthly and quarterly sales goals.
Backed up teller team by handling needs of new and existing customers at main counter.
Presented new and additional products and services to existing customers.
Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
Answered customer questions and explained available services such as deposit accounts, bonds and securities.
Approached prospective clients through cold calling and emails to meet sales targets.
Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
Solved customer challenges by offering relevant Type Products or Services.
Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
Carried out day-day-day duties accurately and efficiently.
Demonstrated respect, friendliness and willingness to help wherever needed.
Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.