Leticia Mejia
Santa Paula,CA
Summary
Dynamic and bilingual professional with years of experience in financial services notably at Citibank. Excelled in fostering client relationships demonstrating exceptional customer service and upselling techniques. Looking for a company to stay with long term where I can grow and use my outstanding interpersonal and goal oriented skills by leveraging my natural leadership abilities.
Overview
9
9
years of professional experience
Work History
Personal Banker
Citibank
Camarillo, CA
05.2023 - Current
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services such as: consumer, business and special title accounts, CDs, credit cards, loans and referrals to our business partners such as: mortgage, business and wealth management.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers such as: performing LPP for teller overrides, properly identifying clients with proper ID and documentation for account opening and servicing, staying up to date with training and ensuring secure workplace at all times.
- Generated new business by conducting thorough financial needs assessments by proving clients with promotions that meet clients needs, creating strong relationships that secured loyalty and discussing MGM, offering tailored products to clients to promote repeat business.
- Improved customer satisfaction by providing the SAUCE with every interaction resulting in 10/10 surveys for the branch.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
- Supported manager as officer in charge by implementing operational and improvements that increased efficiency across the branch by assisting with EOD reports, surprise cash counts for tellers, ATM balancing, monthly secure workplace and ADA.
- Adapted quickly to new banking regulations, such as simplified banking ensuring compliance and mitigating risks.
- Resolved client disputes with empathy and efficiency, whether dealing with my own clients or stepping in with an upset customer at the teller line restoring confidence in banking services by delivering the SAUCE 100% and find the best way to resolve clients issue.
- Delivered personalized banking solutions to high-net-worth clients such as our Citigold clients solidifying trust and satisfaction by ensuring they are fully maximizing our Citigold benefits and are referred to our wealth management team.
- Ensure daily behaviors are done with 15 interactions by making 5-10 contacts dailyby calling and following up with clients, face to face interactions and making appointments daily. Sending emails to all clients and strive for 3 products daily.
Relationships Manager/ Small Business Specialist
Bank of America
Santa Paula, CA
06.2018 - 07.2022
- Specialized with small business clients and assist them with their business financial needs by helping them expand their business and be their point of contact for their financial needs.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Outbound and inbound calling, scheduling appointments and referring to partners.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Build strong relationships with the team to ensure a positive team environment.
- Educate clients and open new accounts such as; credit cards, CDs, IRAs, small business loans, open new consumer and business accounts.
- Notarize legal documents
Admissions Advisor
Charter College
Oxnard, CA
08.2017 - 08.2018
- Advised students on crucial academic decisions such as career selection and educational experience by discussing and identifying their interests and strengths.
- Interviewing students by building trust and rapport and guiding them through the enrollment and financial aid process.
- Strong cross-selling and closing techniques to close students in our programs and start dates.
- Strong phone skills and meeting daily goals of making 120 dials and scheduling 4 appointments daily.
- Generated personally developed referrals through students,acquaintances and attending events with a Charter College booth to also help promote the school.
- Working in a team environment to achieve monthly goals.
- Achieved top 10 in the company nation wide by exceeding monthly goals.
Insurance Sales Agent
Primerica Financial Serices
Pasadena, CA
09.2015 - 08.2017
- Contacted potential clients via phone,email and social media to pursue sales and gather funds.
- Met with prospective customers and business owners in their homes, businesses and other settings.
- Mentored on average of 100 entry-level brokers.
- Closed an average of 10 new sales per week.
- Calculated quotes and educated potential clients on insurance and finance options.
- Cold market prospecting and recruiting of new agents to the team.
- Interviewing,training and licensing new agents.
- Goal and team oriented to meet monthly goals.
- Strong leadership and interpersonal skills to grow and maintain and team.
- Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
- Developed strong relationships with clients through consistent communication and exceptional customer service.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Established credibility and trust with clients through transparent communication about policy options, costs, and benefits.
Education
Ventura College
Ventura, CAMedical Assistant Certification - Medical
Career Care Institute
Ventura, CA2009
High School Diploma - undefined
Santa Paula High scool
Santa Paula, CA2006
Skills
- Fluent in English and Spanish
- Customer service-oriented
- Computer literate
- Upselling techniques
- Natural leader
- Goal-oriented
- Outstanding interpersonal skills
licenses
Life Insurance License 10/15
State of CA
Additional Information
Previous work experience:
Medical field experience working as a medical assistant from 2009-2015 prior getting into sales and financial services industry.
Timeline
Personal Banker
Citibank
05.2023 - Current
Relationships Manager/ Small Business Specialist
Bank of America
06.2018 - 07.2022
Admissions Advisor
Charter College
08.2017 - 08.2018
Insurance Sales Agent
Primerica Financial Serices
09.2015 - 08.2017
Medical Assistant Certification - Medical
Career Care Institute
High School Diploma - undefined
Santa Paula High scool
Ventura College