Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
18
18
years of professional experience
Work History
Member Relationship Officer II
GTE Financial Credit Union
09.2021 - 12.2022
Responsibilities include building and maintaining relationships with prospective and current clients by using a personalized approach to determine each clients needs, responding to inquiries, provide product and pricing information that meets clients' goals in an extremely competitive, time sensitive and fast paced atmosphere
Successfully cross- sell banking products while managing both loan pipeline and customer satisfaction from loan origination through closing for purchase and refinance transactions
Handle loan applications by doing a complete interview with members, processing and underwriting them
Registered NMLS#628090.
Senior Personal Banker
JPMorgan Chase
Tampa, FL
05.2011 - 04.2021
Provided comprehensive financial advice and solutions to customers, including investments, mortgages, loans and insurance.
Assisted customers with opening new accounts, making deposits, withdrawals and transfers in accordance with banking regulations.
Conducted customer needs assessments to identify appropriate products and services for clients.
Developed relationships with customers by providing exceptional customer service and responding promptly to inquiries.
Educated customers on available banking products such as credit cards, debit cards and online banking services.
Maintained accurate records of customer accounts in the system while adhering to bank policies.
Cultivated relationships with local businesses by offering customized business banking packages.
Coached junior staff members on best practices related to personal banking services.
Built rapport with customers to uncover specific financial needs, facilitating introductions to mortgage, commercial, or financial planning experts, thereby boosting referral rates by 25% and enhancing overall client retention by 20%.
Commercial Teller/ Personal and Business Banker
Bank of America
06.2007 - 03.2011
Maintained optimal financial controls by securing funds and making accurate transactions
Banker side I was able to assist customers daily with their banking needs
Took mortgage applications and follow up with processors to complete loan in a timely matter for customers.
Loan processor
Constitution Mortgage
10.2004 - 02.2006
Responsible for collecting, administering and processing loan applications by ensuring accuracy of all the Information, and acting as an intermediary between loan originator and mortgage underwriter.