Summary
Overview
Work History
Education
Skills
Timeline
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Norma Ibarra

San Antonio,TX

Summary

Proven Branch Banker and Loan Originator with a track record of enhancing customer satisfaction and boosting sales revenue at PNC Bank. Specializes in financial product knowledge and exceptional communication, adept at client relationship management and problem-solving. Consistently met and exceeded sales targets by fostering long-term relationships and applying effective loan origination strategies.

Overview

19
19
years of professional experience

Work History

Branch Banker

PNC Bank
07.2020 - 09.2024
  • Delivered exceptional service through effective communication skills, empathy towards clients'' needs, problem-solving abilities, and attention to detail in daily tasks.
  • Achieved performance goals regularly by monitoring progress towards sales targets and implementing strategies to maximize branch revenue generation.
  • Built strong rapport with clients for long-lasting relationships by understanding their financial goals and recommending suitable solutions.
  • Assisted customers with account opening procedures as well as ongoing maintenance requests such as address changes or periodic account reconciliations.
  • Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
  • Help customer with their Financial Wellness offering the best Credit Card based on their needs
  • Originated loans (Personal Unsecured Loans, Personal Line of Credit, Auto Loan, Home Equity and Home Equity Line of Credits).


Telephone Banker-Loan Originator Bank Officer

Frost Bank
05.2005 - 11.2019
  • Managed leads and referrals for prospects interested in specific bank products such as loans and credit cards.
  • Provided personalized account recommendations based on individual needs and financial goals.
  • Referred customers to other banking departments for specialized services.
  • Trained new hires on customer service policies and procedures.
  • Conducted thorough borrower assessments to determine appropriate loan products based on individual needs and qualifications.
  • Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs.
  • Developed strong relationships with customers through high levels of customer service.
  • Assisted customers in identifying financial goals and recommended tailored banking solutions that aligned with their objectives.
  • Interviewed loan applicants to obtain personal and financial data to assist in completing applications.
  • Provided exceptional customer service throughout the entire loan process, resulting in repeat business and positive client reviews.

Education

High School Diploma -

Luther Burbank High School
San Antonio, TX

Skills

  • Financial product knowledge
  • Loan Origination
  • Teamwork and Collaboration
  • Customer Service
  • Problem-solving abilities
  • Reliability
  • Excellent Communication
  • Client Relationship Management

Timeline

Branch Banker

PNC Bank
07.2020 - 09.2024

Telephone Banker-Loan Originator Bank Officer

Frost Bank
05.2005 - 11.2019

High School Diploma -

Luther Burbank High School

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Norma Ibarra