Marie Carmel Lorvil Deronceray
Boca Raton,FL
Summary
Hardworking, reliable with strong ability to handle work challenge .Highly organized, proactive, punctual with team oriented mentality. Responsible, motivated and anxious to obtain an entry-level career as an experienced banker. Ability to work under pressure to achieve company goals. A professional attitude and communication skills to Identify and match clients with products and services fitting their financial needs. Dynamic and attentive specializes in retail banking, customer service and account management. Driven to help clients make responsible and financially beneficial decisions. Knowledgeable of branch operations and financial products to best support company and customers. Organized financial professional aiming to fulfill Personal Banker role within dynamic team. Driven to bring value through extended knowledge of financial products, services and branch operations.
Overview
11
11
years of professional experience
Work History
Personal Banker
Wells Fargo Bank
12.2012 - Current
- Conduct account opening and closing for client
- Develop relationship with client by providing exceptional service in order to increase sales opportunities
- Advise on various financial products available from the bank
- Process loan applications according to established guidelines
- Review existing accounts for accuracy of information and compliance with regulations
- Recognize opportunities for cross-selling additional banking products or services
- Provide guidance on how best utilize online banking tools for maximum benefit and digital channels to assist with self service
- Maintained position of trust and responsibility by keeping client business confidential
- Maintain and built strong client relationships through quality, personalized interactions
- Partner with loan mortgage officers and financial advisors to provided client with optimal financial solutions.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Cross-sold bank products and services to meet customer needs and provide options.
- Promoted financial products by maintaining excellent service offering knowledge.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Followed up with customers to gather feedback and provide additional assistance.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Expanded client base by promoting new financial products.
- Utilized customer relationship management software to provide accurate and complete customer service.
Education
Credit Analyses Certificate -
CMP –Management Haiti
05.1998
Associate’s Degree - Business Administration Management
GOC University
05.1995
Skills
- MS word
- Excel
- Access
- Outlook
- Power point
- Quick Books
- Relationship building and Management
- Transaction processing
- Loan application advisement
- Increased revenue
- Teller support
- Cross-selling and Up selling
- Client acquisition and retention
- Financial statements and preparation
- Banking policies and procedure
- Attention to details
- Positive Attitude
- Customer satisfaction
- Cross-Selling and Upselling
- Opportunity Identification
- Banking Policies and Procedures
- Banking
- Relationship Building
- Attention to Detail
- Transaction Processing
- Customer Service
- Loans
- Cash Handling
- Customer Satisfaction
- Interpersonal Skills
- Relationship Building and Management
Accomplishments
- Searching for stars Award -Third Quarter 2013
- Star Performer Recognition Award 2017
- Top Service Recognition Awards 2013, 2016, 2017, 2022
Languages
English
French
Haitian Creole
Personalities
- Friendly
- Professional
- Team Player
- Reliable
- Accountable
References
References available upon request.
Timeline
Personal Banker
Wells Fargo Bank
12.2012 - Current
Credit Analyses Certificate -
CMP –Management Haiti
Associate’s Degree - Business Administration Management
GOC University
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