Maria Acevedo Alcoser
West Haven
Summary
Professional banker with proven track record in building and nurturing client relationships to drive business growth. Expert in assessing financial needs and providing customized solutions to meet client goals. Known for strong team collaboration and adaptability, ensuring seamless service delivery and client satisfaction. Proficient in customer service and financial product knowledge.
Overview
23
23
years of professional experience
Work History
Branch Relationship Banker
Bank of America
01.2024 - Current
- Made introductions to partners to help meet customer's broader financial needs.
- Grew book of business through proactive outreach.
- Conducted needs-based conversations to identify customer credit, deposit and investment requirements.
- Collaborated with team members to achieve monthly sales targets and improve overall branch performance.
- Adhered strictly to regulatory guidelines when processing transactions or advising customers on financial matters, mitigating potential risks for both parties involved.
- Handled escalated customer complaints professionally, taking appropriate action steps toward resolution while preserving positive rapport with clientele base overall.
- Resolved customer concerns quickly and efficiently, maintaining a high standard of service quality.
- Assisted customers in opening accounts, ensuring a smooth onboarding experience and high satisfaction levels.
Relationship Banker
Bank Of America
02.2023 - 01.2024
- Knowledge of usage of ORCIT system, Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Constantly boosted branch production and revenue by 100%
- 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.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
Relationship Banker
Bank of America
11.2022 - 02.2023
- 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.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
Relationship Banker
Bank of America
09.2015 - 11.2022
- 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.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
Teller Operation Specialist
Bank Of America, NA
07.2009 - 09.2015
- Generated reports detailing findings and recommendations.
- Educated staff of 15 associates on organizational mission and goals to help employees achieve success.
- Coached staff on daily performance and conducted evaluations to constructively address concerns.
- Identify risk, prioritize areas of focus, educate associates on avoiding risk and create action plans to correct issues.
Pharmacy Technician
CVS Pharmacy
05.2015 - 07.2015
- Answered incoming phone calls and addressed questions from customers and healthcare providers.
- Stocked, labeled, and inventoried medication to keep accurate records.
- Enhanced pharmacy workflow by assisting pharmacists with medication dispensing, labeling, and packaging.
- Calculated dosage, filled prescriptions, and prepared prescription labels with absolute accuracy.
- Solved customer problems in-person or over telephone by providing assistance with placing orders, navigating systems, and locating items.
- Promoted patient confidentiality by adhering to HIPAA regulations when handling personal information during transactions.
- Counted and labeled prescriptions with correct item and quantity.
- Assisted in maintaining a clean and organized work environment, ensuring compliance with safety regulations.
- Increased overall pharmacy productivity by restocking supplies, organizing shelves, and maintaining cleanliness according to standards.
Bank Teller
Bank Of America
10.2001 - 06.2009
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Reconciled cash drawer and resolved discrepancies.
- Processed customer transactions promptly, minimizing wait times.
- Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
Education
No Degree - General Studies
Norwalk Community College
High School Diploma -
Juana Colon
05.1988
Skills
- Goal oriented
- Branch administration
- Compliance awareness
- Portfolio management
- Financial product sales
- Banking operations
- Creative thinking
- Money handling
- Customer Service-oriented
- Cash handling
- Relationship building and management
- Banking
- Employee motivation
- Teller support
- Resourcefulness
- Policy development and implementation
- Financial services
- Sales expertise
- Security
- Loss prevention
- Account closings
- Financial processes
- Teamwork
- Teamwork and collaboration
- Customer service
- Problem-solving
- Attention to detail
- Problem-solving abilities
- Multitasking Abilities
- Reliability
- Excellent communication
- Critical thinking
- Computer skills
- Organizational skills
- Team leadership
- Active listening
- Effective communication
- Adaptability and flexibility
- Verbal and written communication
- Decision-making
- Detail-oriented
- Relationship building
- Microsoft office
- Product knowledge
- Coaching and mentoring
- Interpersonal skills
- Client relations
- Professionalism
- Staff management
- Schedule management
- Risk management
- Records management
Languages
Spanish
Native or Bilingual
Contact
West Haven, CT 06516
Education
Comerio, Puerto Rico,Norwalk, CT
Timeline
Branch Relationship Banker
Bank of America
01.2024 - Current
Relationship Banker
Bank Of America
02.2023 - 01.2024
Relationship Banker
Bank of America
11.2022 - 02.2023
Relationship Banker
Bank of America
09.2015 - 11.2022
Pharmacy Technician
CVS Pharmacy
05.2015 - 07.2015
Teller Operation Specialist
Bank Of America, NA
07.2009 - 09.2015
Bank Teller
Bank Of America
10.2001 - 06.2009
High School Diploma -
Juana Colon
No Degree - General Studies
Norwalk Community College
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