Summary
Overview
Work History
Education
Skills
President Club top annuity sells
Languages
Work Availability
Work Preference
Timeline
SoftwareEngineer
Maristela G Boyle

Maristela G Boyle

Whittier,CA

Summary

Relationship Banking Expertise:

Proven Relationship Banker with a track record of enhancing customer satisfaction and loyalty, through expert financial advising and exceptional relationship management.

Client-Focused Approach:

Demonstrates critical thinking and organizational skills, committed to professional development and client success. Friendly and approachable with knack for understanding client needs and fostering positive interactions.

Financial Acumen:

Strong grasp of financial principles and solid communication skills to effectively assist clients with their banking needs. Committed to delivering exceptional service and building lasting client relationships.

New Accounts Specialist:

Skilled at explaining available banking services and preparing appropriate forms for new accounts. Possesses knowledge of sales and marketing procedures and techniques. Dedicated to truly interviewing individuals desiring to open accounts.

Overview

19
19
years of professional experience

Work History

Relationship Banker

JPMorgan Chase
04.2019 - 11.2024
  • 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 needs.
  • Resolved customer complaints and disputes to maintain satisfaction and loyalty.
  • 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.
  • Participated in ongoing professional development opportunities to remain current in industry best practices and continually improve service provision.

Senior Licensed Personal Banker

Banc of California
08.2007 - 03.2019
  • Conducted regular financial reviews with clients to assess their goals and update their portfolios accordingly.
  • Led branch initiatives focused on enhancing customer experiences while adhering to regulatory requirements pertaining to the banking industry standards set forth by the US government.
  • Improved operational efficiency by reviewing workflows, identifying areas for improvement, and implementing necessary changes.
  • Expanded the bank''s clientele by proactively reaching out to potential customers and offering tailored banking products.
  • Facilitated investment seminars for customers, educating them on market trends and various investment opportunities.
  • Maintained an up-to-date understanding of all bank products, services, and policies to provide accurate guidance to clients.

MSO3

Southern California Credit Union
06.2005 - 08.2007
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Worked well in a team setting, providing support and guidance.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Passionate about learning and committed to continual improvement.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.

Education

Notary Services Officer - Public Services

Secretary of State Office
05-2023

Financial Services Professional - Fixed Annuities, Life Inusrance

A.D. Banker & Company
Los Angeles, CA
08.2005 - 08.2005

Skills

  • Relationship building
  • Customer Service-oriented (Consistently achieved a 95% customer satisfaction rating)
  • Cross-selling products
  • Financial Advice(referring customers to appropriate financial advice resources)
  • Goal-oriented behavior
  • Employee motivation
  • Persuasive communication style
  • Referral Generation
  • Multitasking Abilities
  • Critical thinking
  • Organization & Prioritization
  • Excellent communication
  • Teamwork and collaboration
  • Self motivated
  • Task prioritization

President Club top annuity sells

"For over a decade, I served as a licensed banker, cultivating strong relationships with a large clientele. My tenure allowed me to consistently open fixed annuities accounts for my clients in addition to refer clients to financial advisors specializing in securities. This resulted in numerous awards recognizing my top-tier sales performance for ten consecutive years."

Languages

Portuguese
Native or Bilingual
English
Full Professional
Spanish
Professional Working

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference

Work Type

Full Time

Timeline

Relationship Banker

JPMorgan Chase
04.2019 - 11.2024

Senior Licensed Personal Banker

Banc of California
08.2007 - 03.2019

Financial Services Professional - Fixed Annuities, Life Inusrance

A.D. Banker & Company
08.2005 - 08.2005

MSO3

Southern California Credit Union
06.2005 - 08.2007

Notary Services Officer - Public Services

Secretary of State Office
Maristela G Boyle