Summary
Overview
Work History
Education
Skills
Languages
References
Timeline
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Karla  Vasquez

Karla Vasquez

Clinton,MD

Summary

Banking professional with expertise in assessing customer financial needs and delivering tailored solutions. Proven track record in building strong relationships with clients. Knowledgeable in banking regulations and committed to best practices in sales and service delivery.

Overview

7
7
years of professional experience

Work History

Bilingual Relationship Banker

M & T Bank
Fort Washington, MD
01.2025 - Current

Facilitated opening of new checking and savings accounts along with wire transfers and direct deposits.

  • Conducted portfolio reviews to identify opportunities for additional banking products.
  • Processed withdrawal and transfer requests from existing customer accounts.
  • Educated clients on various available banking products.
  • Identified client needs through conversations, offering suitable banking solutions.
  • Utilized CRM tools to track client interactions and preferences, enhancing service delivery.
  • Performed regular follow-ups with clients to sustain relationships and update financial plans.

Teller

United Bank
Arlington, VA
01.2018 - 06.2018
  • Identified customer referral opportunities to enhance service offerings across banking departments.
  • Balanced cash drawers daily, ensuring accuracy and compliance with financial protocols.
  • Explained account information in detail, addressing customer inquiries effectively.
  • Delivered exceptional customer service while processing routine transactions with precision.

Sales and Service Representative

United Bank
Crofton, MD
08.2024 - 01.2025
  • Facilitated team meetings to strategize on achieving sales goals and objectives.
  • Trained new employees on banking procedures during onboarding processes.
  • Advised customers on banking products, including loans, investments, and credit cards.
  • Opened accounts, including checking and savings, for new customers.

Universal Banker

United Bank
Landover Hills, MD
10.2023 - 08.2024
  • Opened new customer accounts, including checking, savings, and certificates of deposit.
  • Balanced cash drawers and calculated daily transactions using computers or calculators.
  • Developed relationships with business owners to promote commercial banking services.
  • Responded to telephone inquiries regarding account balances and fees.
  • Participated in branch meetings to discuss sales targets and strategic goals.
  • Cross-sold bank products, including debit cards, credit cards, and overdraft protection plans.

Sales Associate Supervisor

United Bank
Landover Hills, MD
09.2022 - 10.2023
  • Established motivation programs to boost employee sales results.
  • Assessed bank operations continuously, pinpointing areas for enhancement or resource allocation.
  • Maintained compliance through systematic monthly and quarterly audits.
  • Performed daily teller responsibilities with accuracy.
  • Facilitated training for onboarding tellers and sales associate supervisors.

Administrative Assistant

Quetzal Lawn and Landscape
Arlington, VA
08.2021 - 08.2022
  • Coordinated mailings by sorting and preparing packages for courier or postal services.
  • Scheduled appointments among clients, customers, and internal staff members.
  • Entered data into spreadsheets utilizing Microsoft Excel and similar applications.
  • Processed invoices for payment through accounting software.
  • Maintained inventory of office supplies by monitoring stock levels.
  • Organized filing systems for physical and electronic documents, ensuring accuracy and confidentiality.
  • Managed incoming calls, providing information or transferring callers to appropriate personnel.

Sales Associate Supervisor

United Bank
Arlington, VA
06.2018 - 08.2021
  • Developed employee incentives that drove higher sales performance.
  • Supervised and trained sales associates in customer service and product knowledge.
  • Monitored staff performance to uphold compliance with company standards.
  • Reviewed inventory levels daily and placed orders as necessary.
  • Analyzed weekly and monthly reports for trends and improvement opportunities.
  • Performed teller duties.

Education

Associate of Science - General Studies

Northern Virginia Community College
Annandale, VA
05-2017

Skills

  • Account management
  • Customer onboarding
  • Portfolio review
  • CRM software
  • Product knowledge
  • Sales strategies
  • Customer service
  • Team leadership
  • Employee training
  • Cross-selling
  • Cash handling
  • Problem solving
  • Self-motivated nature
  • Operations
  • Operational risk
  • Audit procedures
  • Bilingual communication

Languages

Spanish
Professional

References

References available upon request.

Timeline

Bilingual Relationship Banker

M & T Bank
01.2025 - Current

Sales and Service Representative

United Bank
08.2024 - 01.2025

Universal Banker

United Bank
10.2023 - 08.2024

Sales Associate Supervisor

United Bank
09.2022 - 10.2023

Administrative Assistant

Quetzal Lawn and Landscape
08.2021 - 08.2022

Sales Associate Supervisor

United Bank
06.2018 - 08.2021

Teller

United Bank
01.2018 - 06.2018

Associate of Science - General Studies

Northern Virginia Community College