Luis Marquez
San Antonio,TX
Summary
Reliable and detail oriented banking professional with experience managing client accounts, cash operations, and consistently delivering excellent customer service. A strong communicator who builds lasting client relationships while ensuring strict compliance with banking policies. As a dedicated team player, i enjoy learning and sharing knowledge to support colleagues, encourage teamwork, and help build a motivated, high performing team.
Overview
10
10
years of professional experience
Work History
Relationship Banker II / Relationship Banker I
Texas Partners Bank
08.2020 - Current
- Provide in person, email, and phone support for business and consumer banking needs.
- Achieve excellent customer satisfaction by addressing concerns promptly, professionally, and with empathy.
- Increase cross selling success by identifying client needs and recommending financial solutions to strengthen relationships and increase profitability.
- Open and manage business and consumer accounts.
- Process wire transfers and high value monetary transactions with precision.
- Detect and investigate possible fraud to protect the bank and the client's assets.
- Ensure compliance with banking regulations and internal policies.
- Educate clients on banking products and services.
- Lead, train, and mentor Relationship Bankers to strengthen team performance and service quality.
- Partner with managers to identify process improvements and implement operational efficiencies.
- Manage vault and cash boxes for compliance, prepare shipments and coordinate courier services.
- Recognized as a top recipient of internal acknowledgement within the department and members of other departments for exceptional client services.
Teller Supervisor / Universal Teller II / Teller I
International Bank of Commerce
06.2018 - 07.2020
- Accurately managed high volumes of cash, balancing teller drawers and vault daily without discrepancies to ensure integrity.
- Delivered exceptional customer service, establishing rapport with new and existing clients to boost satisfaction, retention, and referrals.
- Collaborated with Sales Associates to schedule and meet with businesses, supporting potential new employee account acquisition.
- Identified sales opportunities to cross sell credit cards, loans, insurance, an other banking products, consistently meeting monthly goals.
- Trained new hires on customer service standards, policies and procedures to promote branch excellence.
- Reviewed and filed branch logs monthly to fulfill compliance and operational requirements.
- Encouraged a positive team environment by supporting colleagues, maintaining open communication, and promoting collaboration to help all team members succeed.
Mail Sorter / Trainer
USAA / Datamark
06.2015 - 06.2018
- Sorted and distributed incoming mail and insurance payments for USAA, adhering to company policies and confidentiality standards.
- Trained new employees on efficient mail sorting procedures and best practices.
- Worked with the team to improve productivity in a fast paced environment and consistently exceeded mail processing goals under tight deadlines.
- Communicated with departments to resolve mail discrepancies and maintain accurate records for audit and tracking purposes.
Education
High School Diploma -
Sydney Lanier High School
San Antonio, TX06-2013
Skills
- Microsoft Word, Outlook, Excel
- Salesforce CRM
- Xperience banking software
- Bilingual: English and Spanish
- Attention to detail
- Organized
- Effective time management
- Flexible and adaptable
- Effective communicator
LANGUAGES
English
Spanish
Timeline
Relationship Banker II / Relationship Banker I
Texas Partners Bank
08.2020 - Current
Teller Supervisor / Universal Teller II / Teller I
International Bank of Commerce
06.2018 - 07.2020
Mail Sorter / Trainer
USAA / Datamark
06.2015 - 06.2018
High School Diploma -
Sydney Lanier High School
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