Melissa Carbajal
Racine,WI
Overview
13
13
years of professional experience
Work History
Branch Administrative Supervisor & Client Assistant
Robert W. Baird Private Wealth Management
06.2021 - 05.2024
- Managed a team of 11 Client Service Specialists, overseeing daily operations and ensuring smooth workflow and timely task completion while monitoring individual staff goals and metrics.
- Maintained team efficiency through effective leadership and problem-solving skills.
- Provided training for all branch support associates and ensured their work aligned with the Financial Advisor (FA) and branch business needs.
- Communicated administrative and operational topics to staff appropriately by leading monthly staff meetings.
Branch Manager
BMO Harris Bank
03.2016 - 06.2021
- Led a team of banking professionals and provided proper coaching and development opportunities for career growth.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Assessed employee performance and developed improvement plans based on monitoring KPIs and individual goals.
Senior Relationship Banker
BMO Harris Bank
02.2013 - 03.2016
- Increased cross-selling opportunities through identifying clients’ needs and recommending relevant banking products.
- Resolved complex client issues, creating increased trust and loyalty and solid relationships.
- Assisted in training new hires, sharing best practices, and imparting valuable industry knowledge.
- Maximized loan portfolio growth by conducting comprehensive reviews of borrower applications.
Relationship Service Representative
BMO Harris Bank
03.2011 - 02.2016
- Assisted a large volume of clients daily with a positive attitude and a focus on customer satisfaction.
- Provided information about company products and services, and capitalized on upsell opportunities.
- Assisted clients in understanding billing procedures and payment options while adhering to strict policies and compliance principles.
- Consistently demonstrated high productivity and quality standards at all times.
Timeline
Branch Administrative Supervisor & Client Assistant
Robert W. Baird Private Wealth Management
06.2021 - 05.2024
Branch Manager
BMO Harris Bank
03.2016 - 06.2021
Senior Relationship Banker
BMO Harris Bank
02.2013 - 03.2016
Relationship Service Representative
BMO Harris Bank
03.2011 - 02.2016
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