Mairelys Salazar
Homestead,FL
Summary
Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Relationship Banker Safe
Wells Fargo
03.2023 - Current
- Analyzed customers' financial information to deliver personalized account guidance.
- Cultivated strong customer relationships by providing tailored advice and services.
- Partner with financial advisors to understand appropriate introductions to address needs of customers with investment or retirement needs.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Adapted products and services to suit customers' changing financial circumstances.
- Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers.
- Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers.
Financial Relationship Senior Consultant Team Lead
Regions Bank
03.2021 - 02.2023
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Exceeded customer requirements with accurate and deliverable solutions.
- Delivered outstanding service to clients to maintain and extend relationship for future business opportunities.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
Personal Business Banker
Wells Fargo
05.2017 - 11.2020
- Assisted customers with completing required forms for opening and closing bank accounts.
- Developed summaries to assess each client's participation level and determine targets for follow-up plans.
- Complied with established internal controls and policies.
- Cultivated strong customer relationships by providing tailored advice and services.
- Analyzed customers' financial information to deliver personalized financial guidance.
Personal Banker
Wells Fargo
12.2013 - 03.2017
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Expanded client base by promoting new financial products.
- Monitored customer accounts to detect irregularities or suspicious activity.
- Verified customer identity and reviewed documentation for accuracy.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
Education
GED -
Raul Cepero Bonilla
Cuba07.2003
Certification
- Securities Industry Essentials License.
- Series 6 license.( Investment Company/Variable Contracts Products Limited Representative License)
- Series 63 License — the Uniform Securities State Law.
- 2-14 Resident Life (Including Annuities & Variable Contracts) Agent License.
- Notary Public, Florida.
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Relationship Banker Safe
Wells Fargo
03.2023 - Current
Financial Relationship Senior Consultant Team Lead
Regions Bank
03.2021 - 02.2023
Personal Business Banker
Wells Fargo
05.2017 - 11.2020
Personal Banker
Wells Fargo
12.2013 - 03.2017
GED -
Raul Cepero Bonilla
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