Maria Juarez
Irving,TX
Summary
Proven leader in financial services, adept at branch operations management and fostering customer relationships, with a track record of exceeding sales targets at Texas Trust CU. Skilled in regulatory compliance and staff development, I excel in coaching teams to achieve over 100% of their goals. My approach combines strategic sales management with effective conflict resolution, ensuring client satisfaction and operational excellence.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Sr. SSA
Texas Trust CU
Arlington Tx
05.2021 - Current
- Oversaw daily branch operations, ensuring compliance with regulatory standards and maintaining operational integrity.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Complied with regulatory guidelines and requirements.
- Submitted loan applications to underwriter for verification and recommendation.
- Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
Banker
Wells Fargo
Grand Prairie, TX
01.2013 - 03.2021
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
- Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
- Processed loan applications efficiently, leading to higher rate of successful approvals and customer satisfaction.
- Mentored junior staff members in their professional development by offering guidance/support in their assigned roles.
- Completed audits in accordance with regulations and procedures.
Education
Associate of Arts - Business Administration
North Lake College
Irving, TXSkills
Branch Operations Management
Customer Relationships
Teamwork and Collaboration
Verbal/written communication
Sales management
Staff Development
Interviewing and Hiring
Conflict Resolution
Financial Services
Regulatory Compliance
Certification
Notary Public
Languages
Spanish
Native or Bilingual
Timeline
Sr. SSA
Texas Trust CU
05.2021 - Current
Banker
Wells Fargo
01.2013 - 03.2021
Associate of Arts - Business Administration
North Lake College