Kimberly Romo
Rancho Cucamonga,CA
Summary
Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
5
5
years of professional experience
Work History
Client Relationship Consultant
US Bank
09.2021 - Current
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Identified opportunities for needs met through cold calling, networking, and marketing calls.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Worked with Ron Traboulsi and Seana Chung from Wealth management department to facilitate communication and deliver personalized solutions to affluent customers.
Assistant General Manager
The Habit Burger Grill
02.2021 - 09.2021
- Motivated, trained, and disciplined employees to maximize performance.
- Resolved problems promptly to elevate customer approval.
- Oversaw inventory by ordering precise quantities of stock and executing corrective actions to drive profitability.
- Analyzed customer feedback data to identify areas of improvement and develop solutions.
- Managed budget implementations, employee reviews, training, and schedules.
Assistant General Manager
Burgerim
12.2018 - 10.2020
- Handled cash accurately and prepared deposits.
- Motivated, trained, and disciplined employees to maximize performance.
- Resolved problems promptly to elevate customer approval.
- Managed team schedule with eye for coverage needs and individual strengths.
- Interacted well with customers to build connections and nurture relationships.
- Assisted in recruiting, hiring and training of team members.
Education
High School Diploma -
Options For Youth-San Bernardino
Pasadena, CASeries 6, 63, And SIE - FINANCE
Kaplan Financial Education
Online07.2023
Skills
- Understanding Customer Needs
- Professional Telephone Demeanor
- Cultural Awareness
- Customer Engagement
- Inbound and Outbound Calling
Languages
Spanish
Native or Bilingual
Timeline
Client Relationship Consultant
US Bank
09.2021 - Current
Assistant General Manager
The Habit Burger Grill
02.2021 - 09.2021
Assistant General Manager
Burgerim
12.2018 - 10.2020
High School Diploma -
Options For Youth-San Bernardino
Series 6, 63, And SIE - FINANCE
Kaplan Financial Education
Similar Profiles
Edith MaldonadoEdith Maldonado
Client Relationship Consultant at US BankClient Relationship Consultant at US Bank
DANIELLE GILLESPIEDANIELLE GILLESPIE
Legal Process Analyst at US BankLegal Process Analyst at US Bank
Evan DahlEvan Dahl
Custody Operations Analyst at US BankCustody Operations Analyst at US Bank
Kristina WalleserKristina Walleser
Client Relationship Consultant II & III at US BankClient Relationship Consultant II & III at US Bank
Gelza Salazar., M.S., AMFTGelza Salazar., M.S., AMFT
S.O. Clinician at New Day Recovery CenterS.O. Clinician at New Day Recovery Center