Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Oscar Montiel

Denver,CO

Summary

Professional Personal Banker with experience serving bank customers through various offerings. Helpful when processing transactions, opening accounts and cross-selling bank services. Team player quick to assist tellers, managers and other staff with various needs to deliver outstanding service.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Banking Specialist

Premier Members Credit Union
Westminster, CO
02.2021 - Current
  • Helped customers prepare documents required to complete transactions and process requests.
  • Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
  • Consulted with financial advisors and traders to provide data and analysis of market trends, economic influences and business shifts affecting overall profitability.
  • Opened new accounts and made changes to existing accounts.
  • Supported tellers by processing transactions involving money orders, cashiers checks and payments.
  • Personal loans, Credit cards, Auto loans, IRA/HSA

Relocation Manager

ADT Security
Denver, CO
01.2020 - 02.2021
  • Traveled by foot or automobile to deliver or sell merchandise or services.
  • Used scripts or persuasive sales techniques to convince clients in purchasing Home Security.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Consulted with clients after sales or contract signings to resolve problems and provide ongoing support.
  • Drove team revenue totals by bringing in top sales numbers.

Sales Account Manager

PepsiCo
Denver, CO
04.2016 - 09.2019
  • Maintained high standards of customer service by answering pricing, availability, use and credit questions accurately.
  • Consulted with clients after sales and contract signings to resolve problems and provide ongoing support.
  • Anticipated clients' needs by staying in touch on regular basis.
  • Worked diligently to resolve unique and recurring complaints, promoting loyalty and enhancing operations.
  • Created sales contacts with on- and off-premise accounts.
  • Effectively led seasoned team of partner managers and account coordinators.

Education

Associate of Arts - Business Management

Metro State University
Denver, CO

Skills

  • Cash Vault Auditing
  • Commercial Banking
  • Sorting and Filing
  • Complex Information Interpretation
  • Data Security and Validation
  • Information Processing
  • Personalization Expertise
  • Financial Transactions
  • Microsoft Access
  • Customer Loan Processing
  • Fraud Detection

Certification


  • Notary

Languages

Spanish
Native or Bilingual

Timeline

Banking Specialist

Premier Members Credit Union
02.2021 - Current

Relocation Manager

ADT Security
01.2020 - 02.2021

Sales Account Manager

PepsiCo
04.2016 - 09.2019

Associate of Arts - Business Management

Metro State University

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Oscar Montiel