Summary
Overview
Work History
Education
Skills
Accomplishments
EXCELLENCE AWARD. Q3Q4
Languages
Timeline
Generic

Miguelina Osoria

Bronx

Summary

Professional banking expert with extensive experience in client relationship management and financial advisory. Proven ability to drive client satisfaction and loyalty through effective financial solutions and strategic planning. Known for strong collaboration with team members and adaptability to changing market conditions, ensuring optimal results and seamless service delivery.

Overview

9
9
years of professional experience

Work History

Sr. Relationship Banker

Santander Bank Us
11.2021 - Current
  • Engage Consumer and Business customers through proactive, outbound calling for both service and relationship deepening opportunities.
  • Assisted clients with credit applications, guiding them through the process from initial inquiry to loan approval.
  • Increased cross-selling opportunities through identifying clients'' needs and recommending appropriate banking products.
  • Provided support during audits by ensuring accurate documentation was maintained for all client interactions.
  • Increased customer satisfaction by implementing efficient banking processes and providing exceptional service.
  • Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
  • Analyzed market trends and economic data to make informed recommendations for clients'' portfolios.

Relationship Banker

Bank of America
08.2020 - 11.2021
  • Proactively managing risk in every business, product and service transaction leveraging available tools.
  • Working with retail customers to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs.
  • Working as an efficient Lobby Leader to assist, educate and train customers on how to conduct simple transactions through self-service technologies.

Bank Teller/ Customer Service

Chase Bank
04.2019 - 09.2020
  • Process deposits, withdrawals, and other banking transactions.
  • Perform account maintenance for members who want to charge their banking products.
  • Open and close accounts as required for members.
  • Introduce new members to the platform and assist them with any balance transfers or other transactions.

Assistant Manager

PayOmatic Money Center
03.2017 - 04.2019
  • Customer representative
  • Assist customers with cashing their checks, transferring money to their relative and secure payments to their bills.
  • Supervise tellers.
  • Assist customers delinquent payments.
  • Assist in counting the vault and log in cash amount.
  • Responsible for promoting products available.
  • Increase business profits.

Customer Service

PLS Check Cashers, INC.
01.2016 - 02.2017
  • Support my team in their daily task offering our products and increasing our targets on check cashing fees and counts
  • Performed Western Union Money Transfer
  • Assist client in paying their bills.

Education

Associate - Liberty Arts

LaGuardia Community College/CUNY
Long Island City, NY
08.2014

Skills

  • Exceptional customer service
  • Teamwork and collaboration
  • Consumer lending
  • Cross-selling products
  • Cash ordering
  • Teamwork
  • Customer relationship management

Accomplishments

  • Ranked #1 Top banker in Manhattan- Bronx district of Santander Bank for 2023,2024 and 2025.
  • excellence award Banker productivity 2024.
  • over achieved sales goals of Merchant and lending products.
  • Impacted the branch with an audit with a 98% passed.

EXCELLENCE AWARD. Q3Q4

Demonstrates an  exceptional sales acumen, persuasive communication, and entrepreneurial spirit,achieving the highest sales performance of the Manhattan-Bronx santander bank market.

Languages

English
Professional Working
Spanish
Native or Bilingual

Timeline

Sr. Relationship Banker

Santander Bank Us
11.2021 - Current

Relationship Banker

Bank of America
08.2020 - 11.2021

Bank Teller/ Customer Service

Chase Bank
04.2019 - 09.2020

Assistant Manager

PayOmatic Money Center
03.2017 - 04.2019

Customer Service

PLS Check Cashers, INC.
01.2016 - 02.2017

Associate - Liberty Arts

LaGuardia Community College/CUNY

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Miguelina Osoria