Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Mary Barrios

Tyler,TX

Summary

Proven track record in enhancing customer satisfaction and financial goal achievement at Chase Bank, leveraging expertise in financial advising and relationship management. Excelled in cross-selling, reducing wait times, and resolving complex issues, significantly contributing to client retention and portfolio growth. Skilled in cash handling and investment advisory, consistently delivering top-tier service and advice.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Relationship Banker- SBS- MOD

Chase Bank
04.2016 - Current
  • 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.
  • Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.

Associate Banker

Chase Bank
04.2016 - Current
  • Strengthened client relationships through consistent communication and personalized attention to individual needs.
  • Balanced teller drawers and ATM cash.
  • Resolved complex client issues by coordinating with relevant departments, ensuring timely resolution and customer satisfaction.
  • Executed wire transfers, stop payments and account transfers.

Office Cashier, Front End Manager

Brookshires Grocery Compnay
09.2014 - 04.2016
  • Reduced wait times for customers by streamlining checkout processes and prioritizing tasks.
  • Collaborated with team members to maintain a clean and organized workspace, promoting productivity.
  • Expedited end-of-day closing procedures by conducting thorough reconciliations of cash drawer balances against transaction records promptly after shift completion.
  • Contributed to an increase in repeat business through exceptional customer service and positive interactions.

Education

Finance

University of Texas At Tyler
Tyler, TX

Skills

  • Relationship building and management
  • Customer Service-Oriented
  • Sales expertise
  • Cash Handling
  • Financial Advising
  • Portfolio Management
  • Investment Advisory

Certification

SIE

SERIES 6

SERIES 63

NMLS ID: 2404361

TEXAS NOTARY

Timeline

Relationship Banker- SBS- MOD

Chase Bank
04.2016 - Current

Associate Banker

Chase Bank
04.2016 - Current

Office Cashier, Front End Manager

Brookshires Grocery Compnay
09.2014 - 04.2016

Finance

University of Texas At Tyler

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Mary Barrios