Mario Torres
Financial Services Representative
Santa Paula,CA
Summary
Bilingual financial services representative with 24 years of experience in customer education and relationship management. Expertise in resolving inquiries efficiently, resulting in high client satisfaction rates. Proven ability to collaborate effectively and maintain accurate records, enhancing service delivery and client retention.
Overview
31
31
years of professional experience
1
1
Certification
Work History
Financial Services Representative
Bank Of The Sierra
Santa Paula, CA
10.2017 - 08.2025
- Assisted clients in selecting appropriate financial products and services.
- Educated customers on banking policies and procedures effectively.
- Resolved customer inquiries and issues with professionalism and care.
- Collaborated with team members to enhance service delivery strategies.
- Maintained accurate records of client interactions and transactions securely.
- Conducted regular follow-ups with clients to ensure satisfaction and retention.
- Participated in training sessions to stay updated on financial regulations and products.
- Held financial conversations with clients and prospects to determine needs and provide appropriate solutions.
- Ensured that all customer inquiries were answered promptly and completely.
- Demonstrated expertise in product knowledge and sales to identify and recommend appropriate products and services to clients.
- Engaged in ongoing training and education to acquire knowledge of financial products and services in changing economic conditions.
- Established strong and positive working relationships within organization to contribute to team success.
- Built and maintained strong client relationships through exceptional service and communication.
- Managed multiple accounts simultaneously while ensuring compliance with all relevant laws.
Financial Services Representative
Santa Paula Community Bank
Santa Paula, CA
10.2012 - 10.2017
- Assisted clients in selecting appropriate financial products and services.
- Educated customers on banking policies and procedures effectively.
- Resolved customer inquiries and issues with professionalism and care.
- Collaborated with team members to enhance service delivery strategies.
- Maintained accurate records of client interactions and transactions securely.
- Conducted regular follow-ups with clients to ensure satisfaction and retention.
- Participated in training sessions to stay updated on financial regulations and products.
- Held financial conversations with clients and prospects to determine needs and provide appropriate solutions.
- Ensured that all customer inquiries were answered promptly and completely.
- Demonstrated expertise in product knowledge and sales to identify and recommend appropriate products and services to clients.
- Engaged in ongoing training and education to acquire knowledge of financial products and services in changing economic conditions.
- Established strong and positive working relationships within organization to contribute to team success.
- Built and maintained strong client relationships through exceptional service and communication.
- Managed multiple accounts simultaneously while ensuring compliance with all relevant laws.
Financial Services Representative
Santa Barbara Bank & Trust
Santa Paula, CA
10.2001 - 10.2012
- Assisted clients in selecting appropriate financial products and services.
- Educated customers on banking policies and procedures effectively.
- Resolved customer inquiries and issues with professionalism and care.
- Collaborated with team members to enhance service delivery strategies.
- Maintained accurate records of client interactions and transactions securely.
- Conducted regular follow-ups with clients to ensure satisfaction and retention.
- Participated in training sessions to stay updated on financial regulations and products.
- Held financial conversations with clients and prospects to determine needs and provide appropriate solutions.
- Ensured that all customer inquiries were answered promptly and completely.
- Demonstrated expertise in product knowledge and sales to identify and recommend appropriate products and services to clients.
- Engaged in ongoing training and education to acquire knowledge of financial products and services in changing economic conditions.
- Established strong and positive working relationships within organization to contribute to team success.
- Built and maintained strong client relationships through exceptional service and communication.
- Managed multiple accounts simultaneously while ensuring compliance with all relevant laws.
Cashier
Fosters Freeze
Santa Paula, CA
06.1994 - 05.2001
- Processed customer transactions efficiently and accurately at Fosters Freeze.
- Handled cash register duties and managed daily cash reconciliation.
- Assisted customers with menu selections and provided excellent service.
- Maintained cleanliness and organization of the front counter area.
- Prepared meals following recipes and safety guidelines.
- Managed kitchen inventory and ensured proper food storage practices.
- Trained new staff on cooking techniques and kitchen procedures.
- Monitored cooking times and temperatures for quality control.
- Cleaned kitchen equipment, surfaces, utensils and dishes.
- Assisted in maintaining accurate inventory records.
- Managed inventory levels and ensured accurate stock counts for efficient operations.
Education
Associate of Arts - General Education
Ventura College
Ventura, CA05-2001
Some College (No Degree) - Aviation
Prairie College
Three Hills, AB, CanadaSome College (No Degree) - Computer Networking
Oxnard College
Oxnard, CASkills
- Bilingual communication: English and Spanish
- Basic greetings Italian, French, Tagalog, Korean, German, and Japanese
- Limited ASL proficiency
- Productivity software: Microsoft Word and Outlook; familiar with Excel, PowerPoint, Teams, and OneDrive
- Operating systems: Windows knowledge
- Customer education and onboarding
- Problem-solving skills
- Relationship management strategies
- Conflict resolution techniques
- Team collaboration abilities
- Compliance management
- Data entry accuracy
- Empathy and patience
- Adaptability
- Emotional Intelligence
Affiliations
- Leadership roles: Lead, educated and kept my branch team to have our region's highest referrals for credit cards and merchant services.
- Volunteering: Have voluntereed at Food Pantry in Ventura several times, graded college scholarship essay submissions for Ventura College and Pacific Islanders for the Ventura County Community Foundation via my bank's voluteer program. As a teen, I visited Mexicali with my church and assisted with a house-building program.
- Sports and physical activities: I began walking a route about a year ago, then progressed to building up running small increments of the route, which I can fully run now. The new goal is to increase the distance. I've encouraged or inspired family members and others to join me in this physical fitness journey, as well.
- Personal projects and hobbies: Working out and learning about nutrition. Writing informative summaries of news articles involving science, technologies, health or business sections. Activities in the arts, such as writing, poetry, sketching and painting.
- Study abroad programs: Spent a college semester in AB, Canada training to be a small aircarft pilot with the goal of working for Civil Air Search and Rescue Association (CASARA) in that area.
Languages
Spanish
Native/ Bilingual
ASL
Elementary
Accomplishments
- Former Employer's Star Program
- 2x College Dean's List
Certification
- Notary Public
- Canadian Restricted Operator Certificate - Aeronautical (ROC-A)
Timeline
Financial Services Representative
Bank Of The Sierra
10.2017 - 08.2025
Financial Services Representative
Santa Paula Community Bank
10.2012 - 10.2017
Financial Services Representative
Santa Barbara Bank & Trust
10.2001 - 10.2012
Cashier
Fosters Freeze
06.1994 - 05.2001
Associate of Arts - General Education
Ventura College
Some College (No Degree) - Aviation
Prairie College
Some College (No Degree) - Computer Networking
Oxnard College
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