Martha G Valdez Gonzalez
Denver,CO
Overview
5
5
years of professional experience
Work History
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.
Education
GED -
Emily Griffith Technical College
Denver, CO05-2020
Skills
- Banking operations
- Member support
- Cross-Selling and Upselling
- Customer Service
- Transaction Processing
- Attention to Detail
- Banking Policies and Procedures
- Banking
- Relationship Building
- Opportunity Identification
- Account Maintenance
- Branch operations
- Interpersonal Skills
- Teller Support
- Professional Appearance
- Client Relationship Management
- Banking regulations
- Cash Handling
- Cash vault audit
- Safe Deposit Box Oversight
Languages
Spanish
Professional
Timeline
Sr. Personal Banker
Firstbank Of Colorado
01.2020 - Current
GED -
Emily Griffith Technical College