Kristen Cortez
Del Valle,TX
Summary
Professional, self-driven, energetic, team leader, with eight years banking experience. Excels at interfacing with team members at all levels to meet and exceed organizational goals. Operates well in a highly- competitive environment in which relationship building skills are the key to success. I am seeking the opportunity to secure a long-term position within a company that offers room for growth and the ability to develop into a leadership role
Overview
9
9
years of professional experience
Work History
Lead Personal Banker
University Federal Credit Union
09.2016 - Current
- Collaborated with other departments to resolve complex customer issues effectively and efficiently.
- Participated in community events as a bank representative, fostering goodwill within the local area.
- Increased customer satisfaction by providing personalized financial solutions and exceptional service.
- Implemented targeted marketing strategies to attract new clients and grow the client base.
- Managed high-value accounts, providing tailored advice and services based on individual needs.
- Oversaw loan application processes, ensuring timely approvals while minimizing risk exposure.
- Supported branch manager in daily operations by stepping in during absences or heavy workloads.
- Mentored junior bankers to enhance their skills and knowledge, promoting a strong team environment.
- Developed relationships with clients, leading to increased trust and long-term business connections.
- Maintained up-to-date knowledge of industry regulations and trends through continuous professional development.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
Administrative Assistant
Texas Chiropractic Association
09.2015 - 09.2016
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
Education
High School Diploma -
Masters Learning Institute
08.2015
Skills
- Customer Service
- Honest and Dependable
- Time Management
- Problem-solving abilities
- Multitasking
- Team Leadership
Timeline
Lead Personal Banker
University Federal Credit Union
09.2016 - Current
Administrative Assistant
Texas Chiropractic Association
09.2015 - 09.2016
High School Diploma -
Masters Learning Institute
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