Magaly Rozsnafszky
Mounds View ,MN
Summary
Professional banking consultant with track record of providing valuable insights and strategic solutions to diverse clients. Adept at leveraging analytical skills and industry knowledge to drive impactful outcomes. Known for fostering team collaboration and adapting to dynamic environments, ensuring project success and client satisfaction.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Client Relationship Consultant IV
US BANK
12.2020 - Current
- Ensuring operational compliance that meets both US Bank policies and Federal Regulations
- Engaged in introducing and promoting digital services and connecting with customers using Co-browse
- Establishing and growing loyal, long-term relationships with clients who have evolving personal banking needs
- Expanding existing client relationships, increasing the breadth and depth of products sold
- Analyzing customer's financial needs and recommending financial services while upholding strong business integrity
- Opening and maintaining both consumer and business accounts while originating secured and unsecured credit products
- Opening and maintaining trust/estate accounts while strictly adhering to all legal rules and banking regulations
- Maintain and update knowledge related to bank products, services, and procedures
- Opening and maintaining trust and estate accounts while adhering to government regulations
- Providing training to new employees
Client Relationship Consultant
US BANK
05.2019 - 12.2020
- Customer Service specializing in new depository accounts, notary services, personal loans, credit products, new mortgage and investment opportunities, equity lines of credit, and mortgage refinancing
- Implementation of customer service reporting processes to improve the whole customer experience
- Build relationships with new and returning clients, analyzing the client's financial conditions to make recommendations and offer services and products to meet the client's needs and financial goals
- Follow through with personal and business client relationships to increase revenue by closing on loan applications, opening new accounts, and referring clients to other departments within the financial institution
Universal Banker/Teller
US BANK
07.2017 - 05.2020
- Contribute to bank sales goals and promote products and services, generating leads and referrals to bankers
- Provide outstanding customer service and develop long-term relationships with customers through smooth transactions and resolving customer inquiries
- Advising clients on a variety of financial matters, such as mortgages, home equity lines of credit, and personal loans
- Assisting customers with transactions such as deposits, withdrawals, bill and tax payments, and statement reviews
- Opening new accounts, processing loans, buying and selling foreign currencies, and referring clients to other lines of business
Bank Teller V
SUNRISE BANKS
09.2014 - 07.2017
- Accurately process large daily cash amounts, and scan relevant materials for all transactions
- Provide superior teller services including processing customer transactions quickly and efficiently, responding to customer inquiries, and providing a positive and friendly experience overall
- Maintaining and balancing ATM, COIN and TCR machines
- Maintaining cash drawers, investigating discrepancies and report to bank officials
- Supporting other tellers, handling escalated customer issues and helping train junior staff
Packer
WHOLESALE PRODUCE SUPPLY
12.2004 - 08.2006
- Accurately fold, stack, and arrange produce in a fast-paced production line
- In charge of verifying the accuracy of all finished orders, including matching and reviewing purchase orders and packing lists before disbursement
Bank Teller
NATIONAL BANK OF MEXICO
04.2002 - 07.2002
- Maintain appropriate cash limits, cash checks, accept deposits and loan payments, issue cashier's checks, money orders, traveler's checks, and fund transfers
- Perform accurate cash management, provide superior customer service, and balance cash drawers
Personal Banker
NATIONAL BANK OF MEXICO
02.2001 - 03.2002
- Analyze individual financial requirements for clients and provide personal assistance and research customers' concerns
- Solicit and establish new business checking accounts and cultivate relationships with small business customers; develop and implement strategies to grow business
- Ensure compliance with all internal security procedures and regulations
Education
Faculty of Economics
Veracruzana University
Xalapa, VeracruzSkills
- Interpersonal skills
- Business communication skills
- Best cash handling practices
- Excellent productivity in fast-paced environments
- Guaranteed reliability
- Flexibility
- Detailed manner
- Analytical skills
- Ability to interpret complex financial information
- Ability to provide actionable insights
- Proficient with Microsoft Applications
- Proficient with Windows Operating Systems
- Proficient with banking systems
- Proficiency with money management
- Proficiency with mortgage loan processing
- Ability to work closely with banking partners
- Ability to search for and obtain new business opportunities
- Fluency in Spanish
- Fluency in English
- Client rapport
- Processes and procedures
Certification
- NMLS
- Notary Public
Accomplishments
- Highest Needs Met in the Northeast District in 2023
- Consistently one of the top bankers in the Northeast District
Languages
Spanish
Native or Bilingual
Timeline
Client Relationship Consultant IV
US BANK
12.2020 - Current
Client Relationship Consultant
US BANK
05.2019 - 12.2020
Universal Banker/Teller
US BANK
07.2017 - 05.2020
Bank Teller V
SUNRISE BANKS
09.2014 - 07.2017
Packer
WHOLESALE PRODUCE SUPPLY
12.2004 - 08.2006
Bank Teller
NATIONAL BANK OF MEXICO
04.2002 - 07.2002
Personal Banker
NATIONAL BANK OF MEXICO
02.2001 - 03.2002
Faculty of Economics
Veracruzana University
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