Summary
Overview
Work History
Education
Skills
Languages
Certification
Accomplishments
Timeline
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MADELAINE LEIVA

Delray Beach

Summary

Skilled Personal Banker with an effective background in the financial services industry. Noted for strong client service skills, the ability to assess customer needs, and to tailor banking solutions accordingly. Demonstrates prowess in cross-selling banking products and services, establishing long-term client relationships, and contributing to business growth. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively, unsupervised.

Overview

16
16
years of professional experience

Work History

Personal Banker

Comerica Bank
Boca Raton
07.2024 - Current
  • Supporting customer portfolio, to retain, and expanding the number of portfolio customers in the banking center.
  • Delivering outstanding customer service, adding value to customers and prospects to deepen a relationship.
  • Adhering to all Banking Center Policies and Compliance Standards.
  • Opening personal and business accounts.
  • Identifying opportunities to add value to customers by introducing them to Bank partners.
  • Collaborated with team members to address customer needs efficiently.
  • Resolved customer complaints and provided effective solutions promptly.
  • Processed customer transactions promptly, minimizing wait times.

Personal Banker

Citizens Bank
Fort Lauderdale
04.2022 - 01.2024
  • Initiated quality financial wellness conversations to add value to customers' relationships.
  • Developed strategies to increase customer satisfaction and loyalty through excellent service delivery.
  • Identified resolutions to customer inquiries efficiently and effectively.
  • Built and developed long-term business relationships, increasing the client's deposit average by 60%.
  • Identify and recommend financial products and banking solutions based on client needs.
  • Educated customers on banking products and services available.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.

Concierge Banker

Citibank
Boca Raton
06.2021 - 11.2021
  • Energetically greeted and interacted with clients at the bank to proactively identify and address client sales and service needs.
  • Built and maintained client relationships through quality, personalized interactions.
  • Developed conflict resolution skills to handle difficult guests and customers.
  • Managed cash drawer, ensuring proper cash handling procedures were followed.
  • Promoted bank products and services to enhance customer engagement.

Business Service Team Leader

City National Bank of Florida
Pompano Beach
09.2009 - 12.2020
  • Oversaw daily account fluctuations, reports, and all finance functions to measure productivity and achievement.
  • Identified cross-selling opportunities, developed client relations, and met referrals/sales goals.
  • Complied with all corporate banking procedures.
  • Worked as a committed team member to achieve the highest level of customer service.
  • Mentored and trained new employees on company policies, procedures, and best practices.
  • Led a team of employees in customer service and sales initiatives.
  • Resolved complex customer inquiries while maintaining high service standards.

Education

COMPLETED COURSEWORK TOWARD BUSINESS - Business Administration

Community College of Rhode Island
Providence, RI

ASSOCIATE IN FINE ARTS (A.F.A.) - HOSPITALITY MANAGEMENT

Corporation of Superior Education
Cali, Colombia

Skills

  • Customer relations expert
  • Problem resolving
  • Multitasking and organization
  • Leadership skills
  • Attention to detail
  • Communication skills
  • Relationship building
  • Team collaboration
  • Opportunity identification

Languages

English
Professional
Spanish
Professional

Certification

  • Certified Supervisory Training Series, City Natiional Bank, April 2016.

Accomplishments

Award for Combating Financial Fraud, presented by FISA and Secret Service. 2014

Timeline

Personal Banker

Comerica Bank
07.2024 - Current

Personal Banker

Citizens Bank
04.2022 - 01.2024

Concierge Banker

Citibank
06.2021 - 11.2021

Business Service Team Leader

City National Bank of Florida
09.2009 - 12.2020

COMPLETED COURSEWORK TOWARD BUSINESS - Business Administration

Community College of Rhode Island

ASSOCIATE IN FINE ARTS (A.F.A.) - HOSPITALITY MANAGEMENT

Corporation of Superior Education

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