Mara Oliveras
Lorain
Summary
Professional banking specialist with proven expertise in financial services, client relationship management, and sales strategies. Adept at fostering collaborative team environments and delivering impactful results. Skilled in financial advising, account management, and cross-selling, with strong adaptability to evolving client needs. Known for reliability and effective communication.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Relationship Banker
Key Bank
10.2022 - Current
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
- Assisted customers with completing required forms for opening and closing bank accounts.
- Cultivated strong customer relationships by providing tailored advice and services.
- Conducted comprehensive financial reviews for clients, resulting in more informed decision-making and better risk management.
Universal Banker
US Bank NA
03.2016 - 09.2022
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
- Facilitated smooth transactions by adeptly handling cash deposits, withdrawals, check processing, and loan payments.
- Provided exceptional service through accurate and efficient management of teller line duties while maintaining strict confidentiality standards.
- Strengthened customer relationships with proactive communication and timely resolution of queries or concerns.
Teller
Woodforest Bank
02.2013 - 11.2015
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
Education
Master of Arts - English Literature
Bowling Green State University
Bowling Green, OH06-2001
Bachelor of Science - Education
Bowling Green State University
Bowling Green, OH05-1998
Skills
- Relationship building and management
- Customer Service-oriented
- Sales expertise
- Cash handling
- Financial services
- Community relations
- Recordkeeping requirements
- Loan origination
- Debt restructuring
- Critical thinking
- Multitasking Abilities
- Teamwork and collaboration
- Time management
- Written communication
Certification
- CNP - Certified Notary Public
- NMLS License
Timeline
Relationship Banker
Key Bank
10.2022 - Current
Universal Banker
US Bank NA
03.2016 - 09.2022
Teller
Woodforest Bank
02.2013 - 11.2015
Master of Arts - English Literature
Bowling Green State University
Bachelor of Science - Education
Bowling Green State University
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