Melanie Martinez Vazquez

• Cultivated strong customer relationships, enhancing client satisfaction and loyalty through personalized banking solutions.
• Facilitated financial planning discussions, educating clients on products to meet their specific financial goals.
• Analyzed client accounts, identifying opportunities for cross-selling bank services and increasing overall account value.
• Led initiatives to streamline account opening processes, improving efficiency and reducing turnaround times for clients.
• Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).
• Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
• Provided support during audits by ensuring accurate documentation was maintained for all client interactions.
• Managed a portfolio of high-value clients, ensuring their satisfaction and retention.
• Mentored junior Relationship Bankers, sharing best practices for success in the role.
• Generated revenue growth by successfully closing deals on loans, lines of credit, mortgages, and other banking products.

• Developed personalized banking solutions to meet client financial needs.
• Cultivated and maintained strong relationships with clients to enhance satisfaction and loyalty.
• Collaborated with team members to streamline account opening processes, improving efficiency.
• Conducted financial assessments to recommend appropriate banking products and services.
• Monitored client accounts for compliance and risk management, ensuring regulatory adherence.
• Educated clients on digital banking tools, enhancing user experience and engagement.

• Managed patient records ensuring accuracy and compliance with regulatory standards.
• Utilized electronic health record systems to update, retrieve, and maintain patient information.
• Collaborated with healthcare professionals to streamline documentation processes and improve data flow.
• Conducted regular audits of medical records for completeness and accuracy.
• Adhered to company policies and scripts to consistently achieve call-time and quality standards.
• Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
• Used POS systems to request and record customer orders and compute bills.

Took a role as lead management and took lead over a team