Martha G Valdez Gonzalez

Sr. Personal Banker

Firstbank Of Colorado

Lakewood, CO

01.2020 - Current

Assisted customers with opening new accounts, making deposits, withdrawals and transfers in accordance with banking regulations.
Conducted customer needs assessments to identify appropriate products and services for clients.
Developed relationships with customers by providing exceptional customer service and responding promptly to inquiries.
Educated customers on available banking products such as credit cards, debit cards and online banking services.
Performed daily transactions such as cash deposits, check cashing, loan payments and money orders.
Analyzed customer financial information to recommend suitable banking products that meet their individual needs.
Prepared loan documents according to bank procedures while ensuring accuracy of all data entries.
Maintained accurate records of customer accounts in the system while adhering to bank policies.
Utilized sales techniques such as cross-selling additional products or services to increase revenue potential for the bank.
Resolved customer complaints quickly and efficiently while maintaining a professional demeanor at all times.
Identified opportunities for process improvements within the department through analysis of customer feedback surveys.
Collaborated effectively with other departments such as operations or marketing teams to ensure efficient delivery of services.
Participated in team meetings to discuss strategies for improving client satisfaction ratings.
Coached junior staff members on best practices related to personal banking services.
Ensured compliance with all federal laws relating to consumer protection when conducting transactions.
Followed operational standards, promoting security, risk management and compliance.
Educated customers on variety of retail products and digital solutions, enhancing customer experience.
Assisted and advised customers on using online and mobile banking systems.
Maintained position of trust and responsibility by keeping customer business confidential.
Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
Cultivated relationships with partners to fulfill or provide appropriate referrals for clients.
Created strategic financial solutions to suit individualized client needs.
Recognized transaction needs and educated clients on service and digital channels to assist with self-service.
Collaborated with team members to meet branch targets and objectives.
Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
Identified transaction errors when debits and credits did not balance.
Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
Performed special services for customers, ordering bank cards and checks.
Verified amounts and integrity of every check or funds transfer.
Prepared official checks for customer and internal bank needs.
Liaised between bank branches regarding best practices and operations.

Overview

Work History

Sr. Personal Banker

Education

GED -

Skills

Languages

Timeline

Sr. Personal Banker

GED -

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