Maritza Vega
Retail Relationship Banker
Pittsburg,CA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Determined banking professional eager to apply financial knowledge and sales negotiation skills. Collaborative individual communicates with tact and diplomacy to internal and external customers. Researches and pursues new sales prospects to build strong base of clientele. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
13
13
years of professional experience
1
1
Language
Work History
Retail Relationship Banker
BMO
09.2023 - Current
- Helped clients make informed decisions about financial future.
- Monitored and updated financial plans to comply with client goals.
- Worked with clients to address and respond to client and partnership management issues.
- Managed branch operations efficiently, ensuring compliance with industry regulations and internal policies.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Self-motivated, with a strong sense of personal responsibility.
- Strengthened communication skills through regular interactions with others.
- Skilled at working independently and collaboratively in a team environment.
- Resolved problems, improved operations and provided exceptional service.
- Boosted customer satisfaction by providing exceptional service and addressing client needs promptly.
- Identified opportunities for cross-selling products, leading to increased revenue for the bank.
Universal Banker
Bank Of The West, BNP Paribas
03.2020 - 09.2023
- Ensured a consistent and positive customer experience by upholding high standards of professionalism, courtesy, and responsiveness in all interactions.
- Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Handled various accounting transactions.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Educated customers on features and benefits of banking products and services.
- Managed risk effectively by adhering to established security protocols and diligently monitoring suspicious activities or transactions.
Senior Service Officer
Bank Of The West, BNP Paribas
05.2018 - 03.2020
- Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
- Collaborated with sales team members to stay current on inventory levels, complete accurate orders, and resolve item issues.
- Trained new personnel regarding company operations, policies and services.
- Trained staff on operating procedures and company services.
- Mentored junior team members to develop their skills and improve overall performance.
- Delivered prompt service to prioritize customer needs.
- Continuously monitored relevant regulations to ensure full compliance with all applicable laws and standards, mitigating the risk of any potential legal issues.
- Exercised leadership capabilities by successfully motivating and inspiring others.
Sales Associate
Macys Department Store
09.2011 - 07.2013
- Managed efficient cash register operations.
- Demonstrated strong organizational and time management skills while managing multiple projects.
- Provided professional services and support in a dynamic work environment.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Worked effectively in fast-paced environments.
Teller & Banker
Bank Of The West, BNP Paribas
04.2013 - 04.2013
- Maintained friendly and professional customer interactions.
- Assisted with training of new tellers on policies and procedures.
- Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
- Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
- Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
Education
High School Diploma -
San Lorenzo High School
San Lorenzo, CA 05.2001 -
Skills
Client Engagement
Performance Tracking
Problem-Solving
Cash Management Strategies
Loans
Branch operations
Money Handling
Client Interviews
Multitasking Abilities
Sales expertise
Customer Service-Oriented
Salesforce
Additional Information
I am a public Notary
Timeline
Retail Relationship Banker
BMO
09.2023 - Current
Universal Banker
Bank Of The West, BNP Paribas
03.2020 - 09.2023
Senior Service Officer
Bank Of The West, BNP Paribas
05.2018 - 03.2020
Teller & Banker
Bank Of The West, BNP Paribas
04.2013 - 04.2013
Sales Associate
Macys Department Store
09.2011 - 07.2013
High School Diploma -
San Lorenzo High School
05.2001 -