Katherine Cortez
West Orange,NJ
Summary
Driven banker dedicated to help many of her clients archive financial freedom by facilitating their path in their financial journey. With over seven years of experience in the field of Customer Service and Sales within the banking industry. I am committed to continuously expanding my knowledge by using my strong financial skills to have an impact on client's needs while providing excellent customer service.
Overview
7
7
years of professional experience
Work History
Universal Banker
M&T Bank
New York, NY
08.2022 - Current
- Educated customers and proactively contribute to the retention and expansion of all consumer and banking relationship
- Provide a differentiated experience by understanding customer needs and delivering solutions in moments that matter to them
- Understanding the importantly on uplifting our community by caring for our client by showing empathy, providing solution, educated on then financial needs
- Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs
- Identify financial needs of customers and directing them on the appropriate product and service options by working cooperatively with appropriate internal business partners
- Proactively reach out to clients to via e-mail or phone to follow up and educate on value added products/services to address needs of clients
Sales and Service Associates
Popular Bank
New York, USA
10.2019 - 11.2021
- Analyzed financial statements and pertinent information to determine the credit worthiness of prospective customers
- Maintained meaningful relationships with customers by resolving their issues and engaging them to understand their financial needs
- Initiated contact with new and existing customers to offer value-added products and services
- Conducted outbound calls by using referral sources, walk-in sources, and telephone leads
- Proactively identified fraudulent or forged documentation and/or activities and reported such activity to the respective supervisors
- Executed inquiries relative to the opening of accounts, loan processing, and credit products.
Associate Banker
J.P. Morgan Chase
New York, USA
11.2016 - 07.2019
- Provided exceptional banking services and addressed account and service concerns
- Cross-sold bank products and services to increase sales
- Responded to customer complaints and effectively addressed their inquiries resulting in increased customer satisfaction
- Assisted in the processing of night depository bags and ATM settlements
- Balanced daily cash drawer to ensure accuracy at the end of the date
- Educated clients on self-service capabilities and encouraged the use of digital services
Education
BBA - Finance
Baruch College
06.2022
Skills
- Excellent Customer Service
- Effective Communication
- Financial Educate
- Team Work
- Time Management
- Client Acquisition
- Bilingual
- Customer Needs Assessment
Languages
- Spanish, Native or Bilingual Proficiency
Timeline
Universal Banker
M&T Bank
08.2022 - Current
Sales and Service Associates
Popular Bank
10.2019 - 11.2021
Associate Banker
J.P. Morgan Chase
11.2016 - 07.2019
BBA - Finance
Baruch College