Summary
Overview
Work History
Skills
Timeline
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Marisol Guzman

Stockton,CA

Summary

Experienced Sr Relationship Retail Banker with a strong track record in enhancing customer satisfaction and loyalty through excellent service and bilingual communication. Proficient in identifying sales opportunities and adept at multitasking in fast-paced environments. Committed to maintaining high ethical standards and up-to-date product knowledge to better serve clients and contribute to the success of the banking team.

Overview

12
12
years of professional experience

Work History

Sr Relationship Retail Banker

BMO Bank
Lockeford, CA
03.2024 - 11.2024
  • Enhanced customer experiences by tailoring banking services to individual needs, fostering loyalty and satisfaction
  • Processed new accounts including checking, savings, certificates of deposit, and IRAs.
  • Balanced cash drawer daily and maintained accurate records of all transactions conducted at the branch.
  • Boosted customer trust and satisfaction by delivering prompt and accurate responses to inquiries, reinforcing the bank's reputation for exceptional service.
  • Performed teller duties such as cashing checks, accepting deposits and payments, processing money orders and travelers' checks.
  • Expertly navigated customer complaints, restoring confidence in bank services through professional and efficient resolution strategies
  • Adhered to strict security protocols regarding customer information confidentiality.
  • Attended regular staff meetings in order to stay abreast of changes in banking regulations.
  • Explained bank products and services offered in detail so that customers can make informed decisions.
  • Resolved problems or discrepancies concerning customers' accounts.
  • Assisted customers with account inquiries, deposits, withdrawals, transfers, loan applications, and other transactions as needed.
  • Drove bank revenue growth by identifying and seizing cross-selling opportunities, matching customer needs with suitable products.
  • Maintained up-to-date knowledge of bank policies and procedures in order to effectively respond to customer questions.

Personal Banker

Wells Fargo
San Leandro, CA
07.2018 - 02.2024
  • Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Identified needs of customers promptly and efficiently.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Provided support and guidance to colleagues to maintain a collaborative work environment.
  • Greeted customers upon entering the bank and directed them to appropriate personnel or services.
  • Promoted additional bank services through personal contact with customers.
  • Recognized opportunities for cross-selling additional banking products or services.

Private Nanny

Private Family Client
Castro Valley, CA
07.2016 - 07.2018
  • Maintained a safe, healthy and nurturing environment for the children in their home.
  • Provided supervision and guidance to ensure safety of children in all situations.
  • Organized and planned a variety of activities to stimulate physical, mental and emotional growth for the children.
  • Communicated with parents regularly to discuss progress, concerns and any other issues related to the care of their children.
  • Prepared meals according to dietary needs of the family's children.
  • Took children on outings such as parks, library visits, sports events or educational trips.
  • Engaged in creative play with the children such as reading stories, playing games or drawing pictures.
  • Managed household duties including laundry, grocery shopping or light housekeeping tasks when necessary.
  • Transported the children safely to appointments, social engagements or recreational activities.
  • Monitored behavior of the children to enforce appropriate conduct standards set by parents.
  • Provided positive reinforcement through rewards systems for good behavior.
  • Developed an understanding of each child's individual strengths and weaknesses.
  • Planned age-appropriate educational activities designed to promote learning and development.
  • Facilitated playdates between siblings or friends in order to foster social interaction among peers.
  • Responded quickly in emergency situations using sound judgment and problem solving skills.

Lead Childcare Assistant

Aunti Flos Child Care
Castro Valley
11.2012 - 05.2016
  • Provided safe, nurturing and stimulating environment for children.
  • Assisted in planning, organizing and implementing age appropriate activities to encourage learning.
  • Observed and monitored the safety of all children in care.
  • Developed positive relationships with parents and guardians to ensure their child's needs were met.
  • Supported the development of individual plans based on the interests and abilities of each child.
  • Promoted physical activity by encouraging outdoor playtime activities like sports and games.
  • Read stories, sang songs and taught basic skills such as color recognition and counting numbers.

Skills

  • Bilingual in Spanish
  • Customer retention
  • Organizational skills
  • Customer service excellence
  • Positive attitude
  • Multitasking Abilities
  • Strong sense of banking ethics
  • Product knowledge
  • time management
  • Problem-solving
  • Conflict resolution
  • Team collaboration

Timeline

Sr Relationship Retail Banker

BMO Bank
03.2024 - 11.2024

Personal Banker

Wells Fargo
07.2018 - 02.2024

Private Nanny

Private Family Client
07.2016 - 07.2018

Lead Childcare Assistant

Aunti Flos Child Care
11.2012 - 05.2016

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Marisol Guzman