Marisol Ali
Richmond
Summary
Banking professional with over 5 years of experience in client relationship management, providing expert financial advice, and consistently exceeding sales targets through cross-selling banking products. Seeking to leverage strong sales and advisory skills to drive customer satisfaction and growth, while continuing to advance in the financial services industry.
Overview
7
7
years of professional experience
Work History
Personal Banker 2
Frost Bank
Sugar Land, TX
03.2025 - Current
- Facilitated customer financial transactions, ensuring accuracy and compliance with banking regulations.
- Advised clients on suitable banking products and services to meet their financial goals.
- Managed client accounts, addressing inquiries and resolving issues promptly to enhance customer satisfaction.
- Developed and maintained strong relationships with clients, promoting loyalty and repeat business.
Personal Banker 1
Frost Bank
Sugar Land, TX
11.2021 - 03.2025
- Provide personalized financial service to clients, helping them solve issues with their banking experience and advising on products to suit their needs.
- Built and maintained long term relationships with clients, ensuring customer satisfaction and achieving sales goals.
- Processed account openings, loan applications, and account maintenance requests, ensuring compliance with bank policies and regulatory requirements.
- Educated clients about online banking tools and services, helping them navigate digital platforms for enhanced financial management.
Branch Manager
Quick Money #2 Check Cashing
Houston, TX
12.2020 - 09.2021
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Increased efficiency and drove branch revenue by optimizing daily operations.
- Trained new hires for teller and branch manager positions.
Teller
Quick Money #2 Check Cashing
Houston, TX
05.2019 - 12.2020
- Cashed customer checks, verified identification and checked account balances in accordance with company policy.
- Processed all sales transactions promptly to prevent long customer wait times.
- Trained employees on cash drawer operation.
- Identified and reported suspicious behavior to security personnel as appropriate.
Education
High School Diploma -
Southwest High School
Houston, TX05-2016
Skills
- Team leadership
- Client relationship management
- Strong communication skills
- Knowledge of financial regulations
- Banking product and services
- Up-selling financial products
- Excellent time management skills
- Conflict resolution & customer care
- Lead generation
- Problem solving
Timeline
Personal Banker 2
Frost Bank
03.2025 - Current
Personal Banker 1
Frost Bank
11.2021 - 03.2025
Branch Manager
Quick Money #2 Check Cashing
12.2020 - 09.2021
Teller
Quick Money #2 Check Cashing
05.2019 - 12.2020
High School Diploma -
Southwest High School