Liane Garzon
Miami,FL
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 a strong base of clientele.
Overview
9
9
years of professional experience
Work History
Relationship Banker II
Regions Bank
12.2023 - Current
- Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions’ solutions
- Conducts outbound phone calls using generated customer and prospect lead lists to expand existing customer relationships and acquire new ones
- Educates and advises customers on regional consumer and Business products and services, including all loan and deposit types
- Educates customers on emerging technology and digital solutions such as mobile, online, and ATM offerings
- Provides a consistent optimal customer experience, owns and resolves customer issues, and refers customers to an internal team of experts when complex financial goals and needs are recognized.
- Recognized for consistently surpassing sales targets and contributing to the overall growth of the company's financial product offerings.
- Coordinated closely with other departments such as legal, operations, or underwriting to facilitate seamless transaction processing for clients.
Financial Relationship Specialist
Regions Bank
01.2020 - 11.2023
- Answers customer inquiries regarding products and services, fulfills basic servicing requests, and opens basic Consumer products
- Provides a consistent optimal customer experience, primarily handling customers’ transactional needs
- Achieves required levels of outbound phone calls to educate customers on emerging technology and assist with meeting their financial needs
- Works to create and establish relationships with customers and ensures safe and sound banking practices.
Financial Relationship Associate
Regions Bank
11.2017 - 01.2020
- Assisting customers with processing transactions, resolving complaints or account discrepancies, and answering questions
- Maintain customer confidentiality and protect all operations within the bank
- Informing customers about bank products and services and handling currency, transactions, and confidential information responsibly.
Cashier
Big Lots
06.2015 - 10.2017
- Welcoming customers, answering their questions, helping them locate items, and providing advice or recommendations
- Operating scanners, scales, cash registers, and other electronics
- Accepting payments, ensuring all prices and quantities are accurate, and processing refunds and exchanges.
Education
Bachelor of Science - Leadership And Management Innovation
Miami Dade College
Miami, FL12.2024
Associate of Arts - Business Administration
Miami Dade College
Miami, FL07.2022
High School Diploma - Study Program
Miami Senior High School
Miami, FL05.2015
Skills
- The ability to effectively handle cash, pay close attention to detail, and knowledge of how to maintain and balance large amounts of money (vault teller)
- Good interpersonal and communication skills are necessary to ensure good customer service
- Good computer skills
- Experience in banking for 7 years
- Written and verbal communication skills to effectively communicate each customer's financial needs
- Clear and effective phone skills
- Bilingual (Spanish-native language/English-advance)
- Cross-Selling Products
- The ability to understand problems and then identify the necessary steps to overcome them
- Ability to assist customers with digital banking offerings
- Ability to handle multiple priorities simultaneously
- Strong customer focus
References
Available upon request
Timeline
Relationship Banker II
Regions Bank
12.2023 - Current
Financial Relationship Specialist
Regions Bank
01.2020 - 11.2023
Financial Relationship Associate
Regions Bank
11.2017 - 01.2020
Cashier
Big Lots
06.2015 - 10.2017
Bachelor of Science - Leadership And Management Innovation
Miami Dade College
Associate of Arts - Business Administration
Miami Dade College
High School Diploma - Study Program
Miami Senior High School
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