Margarita Molina
New York
Summary
Pursued opportunities within a financial institution that supports career advancement and professional development.,Assisted clients in achieving their financial goals by providing exceptional service and support to new and existing customers.,Contributed to revenue growth through effective relationship management and client engagement.
Overview
2027
2027
years of professional experience
Work History
Senior Personal Banker
Citibank
New York, NY
2025 - Current
- Managed client relationships to deliver personalized banking solutions and enhance customer satisfaction.
- Cultivated new business opportunities through targeted outreach and comprehensive financial consultations.
- Led cross-functional teams to streamline banking processes, improving operational efficiency and service quality.
- Analyzed client financial needs and recommended tailored products to optimize portfolio performance.
- Conducted financial reviews for customers, identifying opportunities for cross-selling additional products and services.
- Managed high-net-worth clients, ensuring their financial goals were met with tailored banking services.
Universal Banker
CitiBank
New York, NY
01.2023 - Current
- Executed exceptional service delivery to internal and external customers, ensuring timely resolution of account service issues.
- Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with customers and transactions.
- Assisted clients with account openings, transfers, and transactions to enhance customer satisfaction.
- Educated customers on financial products and services to promote informed decision-making.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
SALES MANAGER
MACY’S HERALD SQUARE
04.2015 - 06.2020
- Successfully managed a team of 25+ people to drive and exceed sales goals by developing a highly engaged and knowledgeable sales team.
- Established a development strategy with each associate based on formal and informal observations to improve selling behaviors that increase individual metrics
- Led team to support giving back to the local community helping create stronger, healthier places to live and work
- Coach Associates on product knowledge by holding in-store product training with Vendor Representatives
- Ranked as #1 sales manager (out of 25) in 2018 and 2019.
Education
Associate degree - Criminal Justice
Borough Community College
05.2026
Skills
- Relationship management
- Loan origination
- Portfolio management
- Wealth management
- Financial planning
- Customer service
- Branch operations
Timeline
Universal Banker
CitiBank
01.2023 - Current
SALES MANAGER
MACY’S HERALD SQUARE
04.2015 - 06.2020
Associate degree - Criminal Justice
Borough Community College
Senior Personal Banker
Citibank
2025 - Current