Patricia Alvarez
Bronx
Summary
Dedicated Service Representative driven to increase satisfaction and loyalty with proactive support. Repeatedly recognized for going above and beyond to help members and improve service delivery. Excellent multitasker and independent problem-solver.
Overview
4
4
years of professional experience
Work History
Universal Banker
M&T Bank
BRONX
03.2025 - Current
- Maintained records of customer interactions and transactions in accordance with bank policies.
- Cross-sold bank products such as debit cards, credit cards and overdraft protection plans to existing customers.
- Processed deposits, withdrawals, loan payments and other financial transactions.
- Advised customers on how to use mobile banking applications effectively.
Sr. Specialist Representative
Santander Bank
New York
08.2024 - 03.2025
- Helping clients with account inquiries, resolving issues, providing information about banking products and services.
- Managing deposits, withdrawals, transfers, and payments.
- Makes presentations to potential clients and contributes to the achievement of sales targets.
Member Service Representative
Municipal Credit Union
Bronx
09.2021 - 08.2024
- Provide exceptional customer service to branch members, resolving inquiries promptly and professionally.
- Cultivate and maintain strong member relationships, actively listening to their needs and recommending suitable banking products and services to meet financial goals.
- Proactively identify sales opportunities, achieving quarterly targets through cross-selling and upselling initiatives.
- Assist members with digital banking services, including online and mobile platforms, ensuring smooth navigation.
Education
Bachelor of Science (B.S.) - Criminal Justice
Monroe College
Bronx, NY04.2020
Skills
- Attention to Detail
- Microsoft Office Suite
- Cross-selling
- Banking Knowledge
- Relationship Building
- Team Collaboration
Languages
Spanish - Advanced, English - Advanced
Timeline
Universal Banker
M&T Bank
03.2025 - Current
Sr. Specialist Representative
Santander Bank
08.2024 - 03.2025
Member Service Representative
Municipal Credit Union
09.2021 - 08.2024
Bachelor of Science (B.S.) - Criminal Justice
Monroe College
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