Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kirsy Gomez Santos

Woodbridge,NJ

Summary

Results-oriented banking professional experienced in handling customer needs. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience.

Overview

1
1
year of professional experience

Work History

Relationship Banker

Citizens Bank
Red Bank, NJ
09.2023 - Current
  • Provided customers with financial advice and assistance in setting up accounts, loans, and investments.
  • Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
  • Built long-term relationships with customers by providing personalized service and support.
  • Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
  • Researched customer inquiries regarding account balances, transactions, fees, interest rates.
  • Processed customer requests for withdrawals or transfers from existing accounts.
  • Developed promotional strategies to attract new customers to the bank's products and services.
  • Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
  • Maintained records of all customer interactions in a secure database system.
  • Advised clients on investment options based on their individual needs and risk tolerance levels.
  • Educated clients about various banking products available at the institution.
  • Attended meetings with other bankers to discuss best practices related to relationship building.
  • Advised customers on bank products, services and financial planning options.
  • Identified financial needs of customers and presented appropriate product and service options.
  • Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
  • Resolved discrepancies concerning customers' accounts, improving client satisfaction.
  • Modified, opened and closed customer accounts.
  • Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
  • Processed maintenance, operations and correspondence for new and existing accounts.
  • Opened and serviced accounts within authorized limits.
  • Participated in training and mentoring of new associates, assisting with onboarding .
  • Maintained and built strong client relationships through quality, personalized interactions.
  • Entered new account information into computers and filed related forms and other documents.
  • Executed wire transfers of funds in compliance with banking best practices.
  • Referred customers to appropriate bank personnel to meet financial needs.
  • Received mortgage and other loan payments by verifying payment dates and amounts due.

Retail Teller

Santander Bank Us
Scotch Plains, NJ
02.2024 - 09.2024
  • Explained various products and services offered by the bank in order to increase sales opportunities.
  • Assisted customers with online banking setup and navigation.
  • Balanced daily transactions against cash register tapes to verify accuracy of funds received and disbursed.
  • Answered incoming calls from customers seeking assistance with their accounts.
  • Assisted in training new staff members on proper retail teller operations.
  • Maintained a neat appearance of the store front area including product displays, signage.
  • Provided excellent customer service by listening attentively to customers' needs, addressing inquiries promptly and efficiently.
  • Received payments from customers via check, cash or credit card transaction.
  • Identified suspicious activities or transactions that may be indicative of money laundering or other criminal activities.
  • Reported any suspicious activity or fraud attempts to management immediately.
  • Resolved discrepancies between physical inventory counts versus computer generated reports.
  • Verified cash drawer at the beginning and end of each shift to ensure accuracy.
  • Received cash and checks for deposit, verified amounts and endorsements and examined cash to prohibit acceptance of counterfeit bills.
  • Processed payments for goods or services using electronic scanners, cash registers and other related equipment.
  • Utilized computer system to look up account information when needed.
  • Maintained confidentiality of bank records and client information.
  • Built and maintained client relationships through quality, personalized interactions.
  • Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
  • Entered customer transactions into computers to record transactions and issue computer-generated receipts.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.
  • Counted drawers and reconciled remaining cash to accost for deposits and dispersals.
  • Trained employees on cash drawer operation.
  • Identified and reported suspicious behavior to security personnel as appropriate.
  • Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
  • Handled large volumes of currency quickly and accurately with minimal errors.
  • Maintained confidentiality of all customer records and information according to company policies.
  • Answered customer inquiries regarding bank products and services.
  • Identified fraudulent activity or suspicious behavior immediately reported it to management.
  • Explained account information to customers in detail as needed.
  • Transmitted orders to supply cash to meet daily needs.
  • Performed special services for customers, ordering bank cards and checks.
  • Collaborated with team members to achieve branch goals.
  • Conducted routine audits for compliance with regulations.
  • Processed customer transactions accurately and efficiently.
  • Managed vault operations including balancing and inventory control.
  • Handled safe deposit box access requests securely.
  • Identified transaction errors when debits and credits did not balance.
  • Issued cashier's checks, money orders, and traveler's checks.
  • Resolved customer issues while maintaining professionalism.
  • Verified identity of customers in accordance with regulations.

Education

Some College (No Degree) - Human Resources Management

UNICARIBE
Dominican Republic

Skills

  • Relationship building and management
  • Account closings
  • Customer Service-Oriented
  • Cash Handling
  • Persuasive communication style
  • Employee Motivation
  • Community Relations
  • Money Handling
  • Cash Flow Management
  • Security understanding
  • Banking
  • Financial processes understanding

Timeline

Retail Teller

Santander Bank Us
02.2024 - 09.2024

Relationship Banker

Citizens Bank
09.2023 - Current

Some College (No Degree) - Human Resources Management

UNICARIBE

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Kirsy Gomez Santos