Michele Urrutia
Patterson,CA
Summary
Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products.
Overview
3
3
years of professional experience
Work History
Personal Banker 2
Tri Counties Bank
02.2022 - Current
- Reconciled customer accounts and balanced daily transactions.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Responded to customer inquiries regarding new accounts and account services.
- Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
- Collected customer information and completed new account forms.
- Followed up with customers to gather feedback and provide additional assistance.
- Cross-sold bank products and services to meet customer needs and provide options.
- Greeted customers and delivered information about new account processes.
- Promoted financial products by maintaining excellent service offering knowledge.
- Presented new and additional products and services to existing customers.
Education
Bachelor Of Applied Science - Business
University of Phoenix
Tempe, AZ04.2021
Skills
- Detailed Analysis
- Information Updates
- Monthly Audits
- Investment Expertise
- Client Development and Retention
- Loans
- Serve Customer Needs
- Branch Operations
- Banking
- Banking Operations Knowledge
Timeline
Personal Banker 2
Tri Counties Bank
02.2022 - Current
Bachelor Of Applied Science - Business
University of Phoenix
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