Summary
Overview
Work History
Education
Skills
Languages
Timeline
Hi, I’m

LISBETH GUTIERREZ

SOUTH RICHMOND HILL ,NY

Summary

Dynamic finance professional with a proven track record at Citibank, adept in relationship management and loan processing. Excelled in cross-selling, enhancing customer loyalty through personalized service, and achieving sales targets. Skilled in team building and fraud detection, consistently improved client satisfaction and operational efficiency.

Professional financial services expert prepared to excel in this role. Proven ability to build strong client relationships, manage accounts, and provide tailored financial solutions. Known for collaborative teamwork and adaptability, ensuring reliable and responsive service. Skilled in customer service, financial advising, and risk assessment with focus on achieving results and meeting changing demands.

Overview

6
years of professional experience

Work History

Citibank

Personal Banker Officer
06.2024 - Current

Job overview

  • Assisted customers in navigating online banking platforms, increasing their comfort level with digital transactions.
  • Streamlined account opening processes for increased efficiency and reduced wait times for clients.
  • Developed customized financial plans tailored specifically to each client''s unique short-term and long-term goals.
  • Exceeded sales goals with proactive cross-selling of bank products and services to meet client needs.
  • Built strong relationships with clients, resulting in increased loyalty and retention rates.
  • Improved customer satisfaction by providing personalized banking solutions and effectively addressing client concerns.
  • Utilized CRM software efficiently to track client interactions and identify sales opportunities within the existing client base.
  • Collaborated with team members to achieve branch targets while maintaining high levels of customer service.
  • Managed risk by carefully reviewing loan applications and making informed decisions based on creditworthiness assessments.
  • Resolved customer complaints and disputes to maintain satisfaction and loyalty.
  • Assisted customers with completing required forms for opening and closing bank accounts.
  • Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
  • Contacted customers as soon as issues arose to immediately find resolution before problem escalated.

Citibank

Bank Teller Intern
06.2021 - 06.2024

Job overview

  • Developed strong rapport with clients by actively listening to their concerns and providing helpful solutions tailored to their needs.
  • Enhanced customer satisfaction by efficiently processing transactions and addressing inquiries.
  • Handled high volumes of transactions with precision, minimizing errors while maintaining excellent customer service standards.
  • Provided exceptional service to diverse clientele, fostering long-lasting relationships between customers and the bank.
  • Contributed to branch sales goals by cross-selling bank products and services during customer interactions.
  • Assisted in reducing wait times for customers through effective queue management and timely service.
  • Ensured accuracy of financial transactions, verifying identification and necessary documentation for withdrawals and deposits.
  • Supported branch operations by accurately balancing cash drawer and maintaining transaction records daily.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.

Ideal Food Basket

Bookkeeper
02.2019 - 05.2021

Job overview

  • Maintained and processed invoices, deposits, and money logs.
  • Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
  • Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
  • Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
  • Reconciled and corrected issues with financial records.

Education

SCHOOL FOR LEGAL STUDIES
Brooklyn, NY

High School Diploma
08-2017

University Overview

Skills

  • Relationship management
  • Loan processing
  • Cross-selling products
  • Banking
  • Teller support
  • Cash flow management
  • Financial services
  • Loans
  • Sales expertise
  • Loss prevention
  • Account closings
  • Teller background
  • Active listening
  • Team building
  • Fraud detection

Languages

Spanish
Native or Bilingual
English
Full Professional

Timeline

Personal Banker Officer
Citibank
06.2024 - Current
Bank Teller Intern
Citibank
06.2021 - 06.2024
Bookkeeper
Ideal Food Basket
02.2019 - 05.2021
SCHOOL FOR LEGAL STUDIES
High School Diploma
LISBETH GUTIERREZ