Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Nancy Perez

Dallas

Summary

With a proven track record at Simmons Bank, I excel in client relations and account management, enhancing client retention through exceptional customer service and strategic business planning. Leveraging skills in email marketing and leads prospecting, I've significantly contributed to new client acquisition, embodying professionalism and a results-driven approach.

Overview

7
7
years of professional experience

Work History

Insurance Agent

Skys Roofing
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Maintained high standards of customer service by building relationships with clients.

Senior Relationship Banker

Simmons Bank
02.2020 - Current
  • Increased cross-selling opportunities through identifying clients'' needs and recommending appropriate banking products.
  • Resolved complex customer issues, resulting in increased trust and loyalty among clients.
  • Provided support during audits by ensuring accurate documentation was maintained for all client interactions.
  • Supervised daily branch operations to ensure efficiency, compliance, and a positive customer experience.
  • Managed a portfolio of high-value clients, ensuring their satisfaction and retention.
  • Mentored junior Relationship Bankers, sharing best practices for success in the role.
  • Collaborated with branch team members to achieve sales targets and improve overall performance.
  • Delivered informative presentations at community events, promoting the bank''s services and fostering goodwill within the local area.
  • Conducted financial reviews with clients to identify opportunities for additional product offerings or improvements in their current situation.
  • Coordinated with internal departments such as credit analysis or risk management teams for obtaining necessary approvals on high-profile transactions.
  • Strengthened client relationships by providing personalized financial solutions and exceptional customer service.
  • Leveraged CRM tools effectively to track client interactions and manage ongoing relationships efficiently throughout each engagement cycle.
  • Developed new business by actively prospecting potential customers and maintaining strong referral networks.
  • Generated revenue growth by successfully closing deals on loans, lines of credit, mortgages, and other banking products.
  • Participated in regular training sessions to stay up-to-date on industry trends and maintain expertise in banking products and services.
  • Handled escalated complaints from dissatisfied customers professionally while finding mutually beneficial resolutions.
  • Assisted clients with credit applications, guiding them through the process from initial inquiry to loan approval.
  • Resolved customer complaints and disputes to maintain satisfaction and loyalty.
  • Reported directly to the branch manager, offering weekly updates on client portfolio performance, new business development progress, and other pertinent metrics.

Office Clerk Assistant

Law Office of Michael Todd
  • Assisted in the onboarding process of new employees by preparing orientation materials and providing support with paperwork completion.
  • Excellent communication skills, both verbal and written.
  • Streamlined office processes by implementing efficient filing systems and organizational techniques.
  • Increased customer satisfaction by promptly addressing inquiries and resolving issues professionally over phone or email communication channels.
  • Maintained up-to-date employee files by regularly updating contact information, performance evaluations, and other relevant documentation as needed.
  • Contributed to a positive work atmosphere by maintaining a clean and organized workspace for all employees to enjoy.

Teller

Prosperity Bank
01.2018 - 05.2021
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
  • Processed customer transactions promptly, minimizing wait times.
  • Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
  • Assisted customers with account inquiries, resolving issues promptly and professionally.

Sales Consultant

Famsa Furniture
02.2018 - 02.2018
  • Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
  • Used consultative sales techniques to understand customer needs and recommend relevant products and services.
  • Provided sales and customer service assistance to walk-in traffic
  • Developed long-lasting client relationships by consistently exceeding expectations with exceptional service.

Education

High School Diploma -

Mesquite High School
Mesquite, TX

Education

Mountain View College
Dallas, TX

Skills

  • Customer service
  • Licensed insurance agent
  • Professionalism and ethics
  • Quotes and sales
  • Customer follow-up
  • Client relations
  • Client needs analysis
  • Client retention
  • Account management
  • New client acquisition
  • Client account management
  • Email marketing
  • Leads prospecting
  • Operations management
  • Business planning

Languages

Spanish
Native or Bilingual

Timeline

Senior Relationship Banker

Simmons Bank
02.2020 - Current

Sales Consultant

Famsa Furniture
02.2018 - 02.2018

Teller

Prosperity Bank
01.2018 - 05.2021

Insurance Agent

Skys Roofing

Office Clerk Assistant

Law Office of Michael Todd

High School Diploma -

Mesquite High School

Education

Mountain View College

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Nancy Perez