Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Paola Salazar

Arvada

Summary

Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships.


A determined leader with over 8 years of assisting clients with financial planning. Continuously, uncovering new opportunities, and needs, to deepen every relationship in my book of business.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Senior, Retail Relationship Manager

BMO Harris Bank
07.2023 - Current
  • Played an active role in driving sales targets by proactively pitching new products/services to both existing and prospective clients.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
  • Balanced teller drawers and ATM cash.
  • Mentored junior bankers, sharing knowledge and expertise to foster professional growth within the team.
  • Organized regular training sessions for team members, promoting continuous learning and skill development within the group.
  • Exceeded sales goals in Account Openings and Lending Products on consistent basis.
  • Increased client satisfaction by providing customized financial solutions tailored to their specific needs.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Explained features and advantages of Lending and Deposit products or services to promote sales.
  • Boosted referral rates by cultivating positive and balanced internal partner relationships
  • Achieved top performer status within the company due to consistent high sales numbers.

Chase Private Client Banker

Chase Bank
11.2022 - 04.2023

Entered into the licensing program and successfully passed the SIE Exam.

Client Relationship Consultant Ll

US Bank National Association
11.2019 - 11.2022
  • Advised customers on bank products, services and financial planning options.
  • Trained and coached developing team members in procedures, compliance standards and performance strategies
  • Completed daily cash balancing and operated ATMs.
  • Helped customers open and close accounts, apply for the appropriate lending product and make sound financial decisions.
  • Exceeded quarterly goals and expectations by developing deep relationships with clientele based off of their overall financial portfolio
  • Completed thorough and accurate documentation for money movements, deposits or withdrawals.
  • Adhered to bank and legal guidelines for reporting, loan approvals and money handling.
  • Put together and executed loan documents.
  • Completed loan servicing procedures to assess compliance with bank and regulatory terms and conditions.
  • Developed culture of success rewarding performance, productivity and sales results.
  • Networked in community, obtained referrals from customers and used sales techniques such as cold calling to increase business.

Assistant Community Manager

Associa
02.2019 - 11.2022
  • Oversaw repairs and enhancements by working closely with maintenance staff.
  • Tracked and monitored office supply inventory to restock and purchase new items, including sourcing and selecting best price suppliers.
  • Drove facility growth and increased resident morale by planning special activities.
  • Collected rent and other types of payments from residents, keeping thorough reports on those paying on time and delinquent individuals.
  • Performed regular inspections on buildings, common areas and vacant units, identifying necessary repairs.
  • Recommended property improvements based on detailed evaluations of current property conditions.
  • Promoted assurance of quick repairs and fixes for issues by immediately notifying proper contacts and determining estimated times of arrival.

Call Center Customer Service Specialist

First Bank
09.2016 - 12.2018
  • Process encoding errors, file fraud dispute forms, cross selling products and accounts.
  • Extensive trouble shooting and problem solving, run deposit corrections, deliver customer service work efficiently on my own.
  • Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
  • Met or exceeded call speed, accuracy and volume benchmarks on consistent basis.
  • Managed high-volume of inbound and outbound customer calls.
  • Maintained strong call control and quickly worked through scripts to address problems.
  • Resolved customer inquiries, questions and concerns to consistently offer quality service and meet performance benchmarks.
  • Performed needs analysis and presented options based on findings to help customers make decisions.
  • Handled escalated customer service concerns to preserve customer satisfaction and maintain long-term business relationships.

Teller And New Accounts

FirstBank
03.2016 - 09.2016
  • Provided excellent customer service.
  • Processed payments as well as transactions like transfers, disputes and closing of bank accounts.
  • This position required me to work well on my own and work through difficult situations with little to no help.
  • i'm Required to work efficiently and quickly with finishing any task assigned to me.

Teller

Vectra Bank
01.2016 - 03.2016
  • Processed Loan and credit card payments, deposits, as well as provided customer service, also cross selling products and accounts to clients.

Education

High School Diploma -

Alameda High School
Lakewood, CO
06.2015

Skills

  • Generating referrals
  • High sales experience
  • Follow-up skills
  • Opening accounts
  • Developing deep, long term financial relationships with clientele
  • Recordkeeping requirement
  • Loss prevention
  • De-escalating conflicts
  • Promoting products
  • Resourcefulness
  • Operations understanding
  • Group and individual instruction
  • Team development

Certification

  • Colorado Notary, Exp 9/2025
  • SIE Exam

Timeline

Senior, Retail Relationship Manager

BMO Harris Bank
07.2023 - Current

Chase Private Client Banker

Chase Bank
11.2022 - 04.2023

Client Relationship Consultant Ll

US Bank National Association
11.2019 - 11.2022

Assistant Community Manager

Associa
02.2019 - 11.2022

Call Center Customer Service Specialist

First Bank
09.2016 - 12.2018

Teller And New Accounts

FirstBank
03.2016 - 09.2016

Teller

Vectra Bank
01.2016 - 03.2016

High School Diploma -

Alameda High School
Paola Salazar