MARIA ISABEL GONZALEZ
ZION ,IL
Summary
Motivated Relationship Banker with 9 years of banking experience.
Overview
10
10
years of professional experience
Work History
RELATIONSHIP BANKER
FIRST BANK CHICAGO
02.2022 - Current
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Reconciled customer accounts and balanced daily transactions.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Maintained customer records and updated account information.
- Responded to customer inquiries regarding new accounts and account services.
- Highly experienced with Client Central, Navigator, BPM,Treeno, Partner Care, CRM programs.
- Online and mobile banking troubleshooting.
- Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
- Opened checking, savings, money market and certificates of deposit, Trust and IRA accounts and ordered checks, debit cards.
Teller
First Bank Chicago
06.2016 - 02.2022
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Processed customer transactions promptly, minimizing wait times.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Maintained accurate records of customer transactions in line with bank procedures.
UNIVERSAL BANKER
WINTRUST
01.2016 - 04.2016
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
- Calculated fees due, interest and change for customer transactions.
- Cross-sold credit cards, loans and other bank products.
- Balanced teller drawers and ATM cash.
- Assisted branch manager in meeting sales targets by executing various marketing strategies and initiatives.
TELLER
FIRST MIDWEST BANK
01.2015 - 06.2015
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Processed customer transactions promptly, minimizing wait times.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Executed wire transfers, stop payments and account transfers.
- Counted, verified and handled bank deposits and armored car transactions.
- Cross-sold credit cards, loans and other bank products.
Education
High School Diploma -
WAUKEGAN HIGH SCHOOL
WAUKEGAN 06.2015
Skills
- Sales expertise
- Cash Handling
- Customer Service-Oriented
- Financial Services
- Cross-Selling Products
- Financial Advising
- Portfolio Management
- Multitasking
- Teller Support
Languages
Spanish
Timeline
RELATIONSHIP BANKER
FIRST BANK CHICAGO
02.2022 - Current
Teller
First Bank Chicago
06.2016 - 02.2022
UNIVERSAL BANKER
WINTRUST
01.2016 - 04.2016
TELLER
FIRST MIDWEST BANK
01.2015 - 06.2015
High School Diploma -
WAUKEGAN HIGH SCHOOL
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