Melissa Sanchez Rangel
CA
Summary
Driven Relationship Manager always finding successful ways to maintain meaningful client relationships with new and existing clients. A determined leader with over 8 years of assisting clients with financial planning and portfolio managing. Offering positive collaboration and adaptable mindset.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Relationship Manager
BMO Bank
04.2023 - Current
- Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business; This includes coaching bankers/ tellers to engage customers to understand their needs and work proactively to build relationships and help customers succeed financially.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Conducted regular audits of branch operations to maintain compliance with internal policies and external regulations.
- Resolved escalated customer issues quickly and efficiently while demonstrating empathy towards clients' concerns resulting in higher customer retention rates.
- Maintained friendly and professional customer interactions.
- Answered approximately over 40 calls per day regarding appointment
requests, concerns and inquiries on client accounts
Client Specialist 1
Mercury Insurance
08.2022 - 01.2023
- Reduced claim processing errors by conducting thorough investigations and accurately interpreting policy details
- Enhanced customer satisfaction with timely communication, empathy, and clear explanations of claim outcomes
- Managed over 50 calls daily, by maintaining excellent organizational skills
- Streamlined claims process for clients with proactive case management, regular updates, and prompt resolution.
- Developed strong working relationships with external partners
Investor Services Coordinator
AmeriNat
02.2022 - 08.2022
- Skilled at working independently and collaboratively in team
environments - Built strong relationships with key stakeholders through proactive
outreach and communication efforts
● Streamlined financial reporting processes to ensure timely
distribution of critical information to investors
● Developed customized solutions for clients, addressing their
unique requirements and preferences
● Responded to over 80 Investor calls and emails to answer questions
about products and services.
● Improved team productivity with regular communication and
progress updates, fostering a collaborative work environment
Personal Banker
Wells Fargo
06.2018 - 02.2022
- 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.
Education
BBA - Accounting And Business Management
Southern New Hampshire University
Southern New Hampshire 07-2026
Associate of Science - Computer Science
Pasadena City College
Pasadena12.2016
Skills
- Operations Management
- Audit preparation
- Sales Leadership
- Cross-selling strategies
- Relationship Management
- Public Speaking
- Verbal/written communication
- Work Prioritization
- Customer Service
- Team Player
- Customer Relationships
- Excellent time management skills
Certification
- Microsoft Office Specialist (MOS) - Microsoft.
- Notary Public
Languages
Spanish
Timeline
Relationship Manager
BMO Bank
04.2023 - Current
Client Specialist 1
Mercury Insurance
08.2022 - 01.2023
Investor Services Coordinator
AmeriNat
02.2022 - 08.2022
Personal Banker
Wells Fargo
06.2018 - 02.2022
- Microsoft Office Specialist (MOS) - Microsoft.
- Notary Public
BBA - Accounting And Business Management
Southern New Hampshire University
Associate of Science - Computer Science
Pasadena City College
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