Maria Corona
Santa Fe Springs,USA
Overview
18
18
years of professional experience
Work History
Financial Services Representative
California Credit Union
01.2023 - Current
- Assisted members with financial product inquiries, ensuring comprehensive understanding of services offered.
- Managed account Applicatios accurately, maintaining high standards of compliance and integrity.
- Developed personalized financial solutions based on members needs, enhancing customer satisfaction and loyalty.
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
Call Center Representative
ILWU CREDIT UNION
06.2020 - 12.2022
- 1. Manage inbound and outbound customer calls in a timely manner.
- 2. Identify customers' needs and wants, give your best to clarify information.
- 3. Research every issue and provide solutions to them.
- 4. Recognize opportunities to upsell our products and services.
Banker
US Bank
08.2018 - 06.2020
- Personal Accounts; open, close, and oversee transactions
- Business Accounts (to include Business Lines/Loans of Credit)
- Cash handling
- Cold Calling through referrals and lead lists
- Bilingual interpreter (Spanish)
- Worked consistently with banking specialists (Mortgage, Wealth management, Business Solutions)
Personal Banker
Bank of the West
01.2017 - 12.2017
- Customer solutions expert; resolve issues and analyze accounts
- Detailed product knowledge of business and personal banking products
- Develop business relationships with customers through sales calls, networking
- Execute sales calls through referrals and lead lists
- Bilingual interpreter (Spanish)
- Constantly exceeded sales goals and helped the branch meet its goals as well
Customer Service Representative
Fiesta Auto Insurance
01.2016 - 12.2016
- Customize insurance programs to suit individual customers
- Ability to convey potential risk to customers
- Canvased different businesses with flyers weekly
- Generate and present insurance packages for referred clients
- Administrative expert (filing, setting appointments, and building client lists)
Universal Banker
JP Morgan Chase
01.2008 - 01.2015
- Enhanced team performance by mentoring tellers and fostering professional growth.
- Conducted audits and submitted operational reports to ensure compliance and efficiency.
- Resolved customer banking issues, improving satisfaction and trust in services offered.
- Managed and oversaw customer accounts, facilitating transactions and maintaining accuracy.
- Provided expert product advice, leveraging extensive knowledge of bank offerings.
- Executed targeted cold calling strategies, generating leads through referrals and lists.
Education
Certificate of Completion -
Bryman College
Industry, CADiploma - undefined
El Rancho High School
Pico Rivera, CASkills
- General office skills (3 years)
- Microsoft Excel (3 years)
- Microsoft Word (3 years)
- Customer Service (10 years)
- Bilingual
- Spanish
- Cold Calling
- Sales
- Upselling
- English
- Microsoft Office
- Time management
- 10 key calculator
- Windows
- Data entry
Timeline
Financial Services Representative
California Credit Union
01.2023 - Current
Call Center Representative
ILWU CREDIT UNION
06.2020 - 12.2022
Banker
US Bank
08.2018 - 06.2020
Personal Banker
Bank of the West
01.2017 - 12.2017
Customer Service Representative
Fiesta Auto Insurance
01.2016 - 12.2016
Universal Banker
JP Morgan Chase
01.2008 - 01.2015
Diploma - undefined
El Rancho High School
Certificate of Completion -
Bryman College