Kevin Gonzalez
Los Angeles,CA
Summary
Determined banking professional eager to apply financial knowledge and sales negotiation skills. Collaborative individual communicates with tact and diplomacy to internal and external customers. Researches and pursues new sales prospects to build strong base of clientele.
Overview
8
8
years of professional experience
Work History
Relationship Banker
Comerica Bank
12.2023 - Current
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Brought new money to comerica bank when I was westwood brought close to 3.5 million dollars, that was refereed over by Center of influence, and other clients that i helped out that refereed me there family and friends
- Also will open up business accounts and work closely with our business specialist to help business clients successfully run there business
Relationship Banker
US Bank NA
07.2022 - 12.2023
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Cultivated strong customer relationships by providing tailored advice and services.
- Participated in ongoing professional development opportunities to remain current in industry best practices and continually improve service provision.
- Analyzed customers' financial information to deliver personalized account guidance.
- Enhanced reputation as a trusted advisor with clients through consistent delivery of high-quality financial guidance and support.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
Teller
Wells Fargo & Company
09.2016 - 06.2021
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
Education
Business Administration
Los Angeles City College
Los Angeles, CAHigh School Diploma -
Los Angeles International Charter High School
Los Angeles, CASkills
- Relationship building and management
- Customer Service-Oriented
- Sales expertise
- Financial Services
- Creative Thinking
- Cross-Selling Products
- Banking
- Business Development
- Employee Motivation
- Banking operations knowledge
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Relationship Banker
Comerica Bank
12.2023 - Current
Relationship Banker
US Bank NA
07.2022 - 12.2023
Teller
Wells Fargo & Company
09.2016 - 06.2021
Business Administration
Los Angeles City College
High School Diploma -
Los Angeles International Charter High School
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