Maria Frias
Ft Worth,TX
Summary
Top-performing professional with experience in banking and finance. Dedicated to establishing long-term relations with clients to demonstrate trust. Adept at understanding client needs to recommend appropriate banking products.
Overview
10
10
years of professional experience
Work History
Personal Banker I to Personal Banker II
Frost Bank
02.2021 - Current
- First point of contact to clients.
- Educate clients about products and services Frost offers managed clients portfolios.
- Open personal/business accounts as well as CDs and MMA and refer clients to other lines of business.
- Contacting clients to help meet their financial needs.
- Assist team with any question they may have regarding transaction need.
Senior Teller/ Branch Banker II
Branch Banking & Trust/ Truist Bank
09.2015 - 02.2021
- Universal banker, helped with teller line as well on the platform side as a personal banker.
- Help clear loan exceptions, getting the right documents needed to ensure no issues during the process
- NMLS licensed.
- Greet clients and assist them with financial needs, if I was unable to help I would direct them to the correct person/ department.
- Set schedules for the branch, working as a team with other branches to rotate Saturdays.
- Worked as a team to meet goals for the branch as well as individually to make sure I am fully understanding and doing my job as a personal banker.
- Helped small business with banking needs, such as merchant,setting up online banking, business loans and any other financial need to help their business succeed.
Teller to Senior Teller
Wells Fargo, Co.
12.2013 - 07.2015
- Customer service; help customers with financial needs
- Lobby leading; set appoinments, direct clients to the appropriate banker for their needs
- Team lead, assist with the schedule, overight transactions when needed, helped with decision making regarging transactions.
Education
Associate of Arts -
Trinity River Campus, TCC
BBA -
Tarleton State University
Skills
- Proficient in Microsoft computer applications
- Customer service experience for over 10 years
- Fluent in Spanish reading/writing
- Experience in finance
Referrals
Upon request.
Volunteer Experience
- Holy Name Catholic Church- Sunday school teacher
- Habitat for Humanity
- Cow Town Brush-up
- Stone6
- Lighthouse Project
Timeline
Personal Banker I to Personal Banker II
Frost Bank
02.2021 - Current
Senior Teller/ Branch Banker II
Branch Banking & Trust/ Truist Bank
09.2015 - 02.2021
Teller to Senior Teller
Wells Fargo, Co.
12.2013 - 07.2015
Associate of Arts -
Trinity River Campus, TCC
BBA -
Tarleton State University
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