Marisol Gonzalez
San Pablo ,CA
Summary
Helpful New Accounts Representative committed to thoroughly interviewing individuals desiring to open new accounts. Skilled at explaining available banking services and preparing appropriate forms for new accounts. In-depth knowledge of sales and marketing procedures and techniques. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
9
9
years of professional experience
Work History
Relationship Banker
Bank Of America
10.2022 - Current
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their .
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
- Assisted customers with completing required forms for opening and closing bank accounts.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
Customer Service Representative
California Check Cashing Stores
05.2019 - 10.2022
- Handled customer inquiries and suggestions courteously and professionally.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Updated account information to maintain customer records.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Customer Sales Representative
Ria Financial Services
06.2015 - 02.2019
- Built strong relationships with clients through attentive service, leading to repeat business and referrals.
- Emphasized product specifications to meet customer needs.
- Responded to customer calls and emails to answer questions about products and services.
- Increased customer satisfaction by addressing and resolving issues promptly and professionally.
- Educated customers on promotional options, sales policies and methods for obtaining desired results from company offerings.
Education
El Cerrito High School
El Cerrito, CASkills
- Relationship building and management
- Customer Service-Oriented
- Sales expertise
- Cash Handling
- Teller Support
- Resourcefulness
- Account updating
- Bilingual
Timeline
Relationship Banker
Bank Of America
10.2022 - Current
Customer Service Representative
California Check Cashing Stores
05.2019 - 10.2022
Customer Sales Representative
Ria Financial Services
06.2015 - 02.2019
El Cerrito High School