Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Nallely Gatica

Muskogee

Summary

Financial Service Associate with background in sales and understanding of how to build client loyalty. Dependable professional with dynamic communication skills in English and Spanish. Dedicated to generating customer goodwill and loyalty by developing relationships. Eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Motivated to learn, grow and excel. Six years of successful experience in customer relation and account management. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

11
11
years of professional experience

Work History

Relationship Banker 2

Arvest Bank
06.2021 - Current
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Expanded client base through effective networking and referral generation, leading to increased business opportunities.
  • Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
  • Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
  • Managed multiple customer accounts efficiently, ensuring accurate record-keeping and timely resolution of issues.
  • Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
  • Maintained up-to-date knowledge of banking products to provide expert advice to clients effectively.


Financial Sales Representative

Arvest Bank
01.2015 - 01.2019
  • Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
  • Communicated with applicants to obtain loan application information and explain loan process.
  • Educated customers on different classifications of loans and credit options.
  • Maintained friendly and professional customer interactions.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Originated, reviewed, processed, closed and administered customer loan proposals.
  • Explained very technical financial information to applicants in easy to understand language.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
  • Presented new and additional products and services to existing customers.
  • Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
  • Used targeted questioning strategies to discover insight on prospect needs and requirements.

Crew Member

McDonald's
03.2013 - 01.2015
  • Greeted customers, provided friendly and knowledgeable service and placed orders.
  • Collaborated with team members to complete orders.
  • Kept customers and crew areas organized.
  • Prepared and cooked food orders for customers
  • Calculated totals, processed payments and issued receipts.
  • Became familiar with products to answer questions and make suggestions.
  • Worked front counter, drive-thru and other areas as needed.
  • Worked well with teammates and accepted coaching from management team.
  • Maintained fast speed of service, especially during rush times.
  • Replenished condiments, beverages and supplies while maintaining cleanliness of service areas.

Education

High School Diploma -

Fort Gibson High School
Fort Gibson, OK
05.2013

Skills

  • Onsite client calls
  • Good telephone etiquette
  • Excellent work ethic
  • Adaptability
  • Account Closing
  • Loans
  • Teambuilding
  • Account development
  • Revolving credit programs
  • Client relationship management

Languages

Spanish
Native or Bilingual

Timeline

Relationship Banker 2

Arvest Bank
06.2021 - Current

Financial Sales Representative

Arvest Bank
01.2015 - 01.2019

Crew Member

McDonald's
03.2013 - 01.2015

High School Diploma -

Fort Gibson High School

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