Oscar Montiel
Denver,Colorado
Summary
Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Relationship Banker
Bank Of America
06.2023 - Current
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
- Achieved excellent client satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interaction.
- Active listening in order to uncover clients goals to set up Life Plan
- Determine if potential client will be DAS eligible (Digital Assistance Shopping)
Financial Specialist
Bellco Credit Union
05.2022 - 06.2023
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Developed strong rapport with local businesses, positioning the bank as a preferred partner for commercial banking services.
Banking Specialist
Premier Members C.U
02.2021 - 04.2022
- Managed client portfolios, kept client plans up-to-date
- Answered clients' questions about purposes and details of financial plans and strategies
- Helped customers prepare documents required to complete transactions and process requests
- 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
Education
Completed Coursework Towards Associate Of Arts In Business Management -
Metro State University
Denver, COSkills
Active Listening
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
References
References available upon request
Certification
Notary
NMLS: 2386517
Languages
Spanish
Native or Bilingual
Timeline
Relationship Banker
Bank Of America
06.2023 - Current
Financial Specialist
Bellco Credit Union
05.2022 - 06.2023
Banking Specialist
Premier Members C.U
02.2021 - 04.2022
Completed Coursework Towards Associate Of Arts In Business Management -
Metro State University
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