Melissa Sanchez Rangel

• Take ownership of the client relationships and embody the highest level of customer service.
• Supervise staff and aid in needed areas of performance to achieve quarterly goals.
• Monitor service agreements and procedures to ensure exceptional service delivery and client satisfaction.
• Manage and coach staff as needed to help their developmental needs and career paths.
• Being an active team member by assisting others.
• Keeping upper management informed of important information.
• Supports the overall goals of the Company and that services are delivered professionally and efficiently.
• Provided advice on different bank products and financial options.
• Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.

• Promptly responded to inquiries and requests from prospective customers.
• Responded to all client inquiries and asked appropriate questions to facilitate resolution.
• Resolved associate, tool and service delivery issues revealed by statistical reports.
• Developed strong relationships with key clients, resulting in increased revenue and repeat business.
• Proved successful working within tight deadlines and a fast-paced environment.
• Demonstrated strong organizational and time management skills while managing multiple projects.

• Managed clients’ portfolios by maintaining files, complied reports, organized company resources, and managing complaints with the highest level of professionalism and competence.

• Notified clients in monthly team calls to inform of delinquent accounts with attempts to collect outstanding balances.

• Established long-lasting connections with new clientele by utilizing effective rapport-building techniques during initial interactions.
• Liaised between customers and organization with focus on working with all department.

• Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
• Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
• Maintained customer records and updated account information.
• Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
• Reconciled customer accounts and balanced daily transactions.
• Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
• Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.