Nathalie Rojas
Roseville,CA
Summary
Motivated senior banker enthusiastic about cultivating strong customer and community relationships. Sales expert familiar with bank regulations and best practices. Eager to take on higher responsibilities.
Overview
5
5
years of professional experience
Work History
Senior Relationship Banker
Bank of America
Roseville, CA
08.2022 - Current
- Conducted financial reviews with clients to identify their current and future needs.
- Participated in weekly sales meetings to discuss progress towards goals, challenges faced.
- Trained junior bankers on relationship management techniques and best practices.
- Maintained up-to-date knowledge of regulations related to banking operations.
- Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
- Leveraged customer service and sales abilities to consistently meet performance goals.
Relationship Banker
Bank of America
Morgan , CA
12.2020 - 07.2022
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Built long-term relationships with customers by providing personalized service and support.
- Researched customer inquiries regarding account balances, transactions, fees, interest rates.
- Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
- Participated in training and mentoring of new associates, assisting with onboarding .
- Maintained and built strong client relationships through quality, personalized interactions.
Guest Advocate
Target
Gilroy, CA
06.2019 - 11.2020
- Greeted customers and provided assistance to ensure a positive shopping experience.
- Assisted with returns, exchanges, and refunds in accordance with company policy.
- Provided product knowledge to customers on the features and benefits of products.
- Performed cashier duties such as processing payments, returns, and exchanges accurately.
- Resolved customer complaints in a professional manner.
- Maintained up-to-date knowledge of store promotions and advertised items.
- Demonstrated strong communication skills when interacting with customers and coworkers.
Education
Associate of Arts -
West Valley College
Saratoga, CA05-2023
High School Diploma -
San Benito High School
Hollister, CA06-2019
Some College (No Degree) -
Gavilan College
Gilroy, CASkills
- Relationship building and management
- Customer Service-Oriented
- Sales expertise
- Teller background
- Business Development
Languages
Spanish
Limited
Timeline
Senior Relationship Banker
Bank of America
08.2022 - Current
Relationship Banker
Bank of America
12.2020 - 07.2022
Guest Advocate
Target
06.2019 - 11.2020
Associate of Arts -
West Valley College
High School Diploma -
San Benito High School
Some College (No Degree) -
Gavilan College
Similar Profiles
Nicholas ShakanNicholas Shakan
Vice President, Portfolio Manager at Bank of America Private BankVice President, Portfolio Manager at Bank of America Private Bank
Yaquelin GuevaraYaquelin Guevara
Relationship Manager Business Owner Specialist at Bank Of AmericaRelationship Manager Business Owner Specialist at Bank Of America
DEVI SITHDEVI SITH
Operations Consultant at Bank of AmericaOperations Consultant at Bank of America
ANJU RATHOREANJU RATHORE
Software Developer at Bank of AmericaSoftware Developer at Bank of America
Toni HoweToni Howe
Customer Service Representative at Horace Mann InsuranceCustomer Service Representative at Horace Mann Insurance