Naomi Alvarado
Brooklyn,NY
Summary
Proven Senior Relationship Banker with a track record of enhancing customer satisfaction and loyalty at Webster Bank. Skilled in cash flow analysis and wealth management, adept at identifying and meeting client financial needs through personalized banking solutions. Excelled in portfolio management, demonstrating a keen ability to increase cross-selling success and resolve disputes efficiently.
Overview
3
3
years of professional experience
Work History
Senior Relationship Banker
Webster Bank
11.2023 - Current
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Worked with clients to address and respond to client and partnership management issues.
- Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.
- Increased daily sales by upselling banking products and financial services to customers.
Relationship Banker I
Valley Bank
11.2021 - 11.2022
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Assisted customers with completing required forms for opening and closing bank accounts.
- Performed thorough analyses on credit applications, minimizing loan default risks while adhering to regulatory compliance standards.
- Managed multiple customer accounts efficiently, ensuring accurate record-keeping and timely resolution of issues.
- Facilitated effective communication between clients and bank representatives, ensuring a seamless account management experience.
- Continually boosted branch production and revenue by [Number]% by consistently meeting all monthly and quarterly sales goals.
- Increased daily sales by [Number]% by upselling banking products and financial services to customers.
Skills
- Cash Flow analysis
- Loan Origination
- Portfolio Management
- Wealth Management
Timeline
Senior Relationship Banker
Webster Bank
11.2023 - Current
Relationship Banker I
Valley Bank
11.2021 - 11.2022
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