Luz Montes
Lanham,MD
Summary
Results-oriented banking professional with experience in handling customer needs. Skilled at maximizing client satisfaction and bank profits by persuasive communication, in-depth product knowledge, and hands-on customer service abilities. Dedicated worker focused on customer satisfaction and providing high-quality service. Determined to exceed expectations and take on higher responsibilities.
Overview
8
8
years of professional experience
Work History
Relashionship Banker
Bank of America
Hyattsville, MD
11.2019 - Current
- Assisted clients with financial product inquiries and account management.
- Developed personalized banking solutions to meet client needs and preferences.
- Resolved customer issues promptly, ensuring satisfaction and retention efforts.
- Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
- Resolved discrepancies concerning customers' accounts, improving client satisfaction.
CSR
Bank of America
East Riverdale, MD
11.2017 - 11.2019
- Processed customer transactions accurately, efficiently, and in a timely manner.
- Handled large sums of money with accuracy while maintaining appropriate levels of security.
- Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
- Offer advice to clients about their banking needs, and refer or schedule appointments as necessary.
Education
Medical Assisting Certificate
Prince George's Community College
Upper Marlboro, MDSkills
- Product recommendation
- Listening and comprehension
- Risk management
- Problem solving
- Account management
- Team collaboration
- Exceptional customer service
Timeline
Relashionship Banker
Bank of America
11.2019 - Current
CSR
Bank of America
11.2017 - 11.2019
Medical Assisting Certificate
Prince George's Community College
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