Mary Martinez
San Antonio,TX
Overview
6
6
years of professional experience
Work History
Relationship Banker
Jefferson Bank
02.2024 - Current
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Cultivated strong customer relationships by providing tailored advice and services.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Assisted customers with completing required forms for opening and closing bank accounts.
Credit Card Specialist
USAA Federal Savings Bank
09.2023 - 01.2024
- Monitored existing customer accounts for continued creditworthiness based on analysis of past performance and current information.
- Recommended products and services to meet customers' credit card and banking needs.
- Researched and resolved customer complaints and disputes related to credit card accounts.
- Built strong relationships with customers to increase retention and loyalty.
Personal Banker/ Trainer
Frost Bank
10.2021 - 07.2023
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Trained new employees on teller and banking responsibilities.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
Security Professional
Allied Universal Security Services
03.2019 - 10.2021
- Monitored property and investigated areas of suspicion.
- Checked identification of persons entering and exiting facility to eliminate unauthorized visitors.
- Recorded incident reports with detailed accounts of occurrences.
- Supervised grounds, employee entrances, and exits and security officers on duty.
- Investigated suspicious activities and persons to maintain security of premises.
Education
No Degree -
San Antonio College
San Antonio, TXHigh School Diploma -
Thomas Edison High School
San Antonio, TXSkills
- I demonstrate strong leadership and organizational skills, working effectively in a team and empowering team members to take responsibility as appropriate
- Communicating and collaborating effectively with managers, peers and clients both written and verbally
- I pursue everything with energy, drive and a need to finish
Timeline
Relationship Banker
Jefferson Bank
02.2024 - Current
Credit Card Specialist
USAA Federal Savings Bank
09.2023 - 01.2024
Personal Banker/ Trainer
Frost Bank
10.2021 - 07.2023
Security Professional
Allied Universal Security Services
03.2019 - 10.2021
No Degree -
San Antonio College
High School Diploma -
Thomas Edison High School
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