Karen Lizardo
Conroe
Summary
Friendly Retail Banker adept at building and managing customer relationships to drive bank assets and new business. Strong consultative selling skills to understand client needs and recommend customized solutions. Excellent communication and interpersonal skills with customers, peers and management teams.
Overview
3
3
years of professional experience
2020
2020
years of post-secondary education
Work History
Retail Banker
Woodforest Bank
Conroe
09.2022 - Current
- Assisted customers with account inquiries and transactions.
- Processed loan applications and verified customer information.
- Educated clients on banking products and services available.
- Collaborated with team members to improve customer service delivery.
- Handled cash deposits, withdrawals, and check processing efficiently.
- Explained bank products and services offered in detail so that customers can make informed decisions.
- Greeted customers and identified customer needs to provide appropriate banking services.
Education
Caney Creek High School
Conroe, TexasSkills
- Bank product knowledge
- Transaction handling
- Cash management
- Customer relationship management
- Retail banking operations
- Effective communication
- Time management
- Sales techniques
- Customer education
- Cash handling proficiency
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Timeline
Retail Banker
Woodforest Bank
09.2022 - Current
Caney Creek High School