Lorena Martinez
San Jose,CA
Overview
12
12
years of professional experience
Work History
Relationship Manager, Business Advisory Services Consulting Group
BANK OF AMERICA
San Jose, CA
06.2016 - Current
- Conduct financial benchmarking and trend analysis on current client banking activities to support business planning and forecasting
- Assess current clients and prospective loan borrowers to identify risk and recommend preventative measures
- Perform capital analysis and identify process improvements to streamline workflows for increased productivity and profitability
- Build and maintain relationships with clients to support long term accounts with individuals and small businesses
- 1 year as Teller, 2 year as a Relationship Manager and 5 years as a Business Banker
Teller & Personal Banker
WELLS FARGO BANK
San Jose, CA
01.2013 - 12.2016
- Assisted customers with financial transactions such as opening and closing accounts, completing transfers, paying loans, administering deposits, and processing withdrawals
- Accurately counted deposits and withdrawals to maintain balanced cash drawer
- Prevented fraud by verifying checks and large bills to reduce risk
- Submitting applications for loans, refinances, and line of credit after thorough review of client information for errors or incomplete fields
- Advised customers on financial services by cross-selling bank or financial institution services to assist clients in investing, saving, or completing large purchases
- Maintained accurate records of all transactions with proper data entry for successful weekly and daily audits
Timeline
Relationship Manager, Business Advisory Services Consulting Group
BANK OF AMERICA
06.2016 - Current
Teller & Personal Banker
WELLS FARGO BANK
01.2013 - 12.2016
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