Matthew Marji
Redondo Beach,CA
Summary
Determined banking professional with 10 years of banking experience eager to apply financial knowledge and relationship building skills. I am capable of building partner and team relationships in order to provide the best solutions and relationships for the clients while also being knowledgeable on bank regulations,policies, and compliance.
Overview
7
7
years of professional experience
Work History
Relationship Banker
Bank of America
Torrance, CA
08.2022 - 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.
- Worked with clients to address and respond to client and partnership management issues.
- Tracked and processed customer account requests and applications.
- Engaged departments in customer satisfaction initiatives to uplift service ratings.
- Cultivated strong customer relationships by providing tailored advice and services.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
Persona Banker 2
Luther Burbank Savings
El Segundo, CA
08.2021 - 12.2021
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Provided advice on different bank products and financial options.
- Opened, closed, and updated accounts for customers.
- Balanced teller drawers and ATM cash.
- Build Relationships with high value clients both personal and business.
- Make outbound calls on daily basis to increase cliental and follow up.
- Meet quarterly sales qouta to insure both individual and branch incentive.
- provide business clients with business solutions such as merchant services and payroll
Personal Banker
Wells Fargo
Los Angeles, CA
03.2017 - 04.2021
- Ensuring the highest level of customer to each and every client.
- Know and understand our clients needs and wants and enhance customer experience.
- Developing banker and teller product knowledge from resources provided by the bank.
- Build and maintain relationships with partners.
- referring and introducing business clients to our partners such as payroll and merchant.
- Business Advocate for 4 consecutive Quarters for refering and closing the highest number of merchant referrals.
Education
No Degree - Communications
El Camino College
Torrance, CA12.2025
Skills
- Policy development and implementation
- Relationship building and management
- Recordkeeping requirements
- Financial Advising
- Loss Prevention
- Teller Support
- Cash Handling
- Customer Service-Oriented
- Employee Motivation
Timeline
Relationship Banker
Bank of America
08.2022 - Current
Persona Banker 2
Luther Burbank Savings
08.2021 - 12.2021
Personal Banker
Wells Fargo
03.2017 - 04.2021
No Degree - Communications
El Camino College