Pilar Lerma
Waukesha,WI
Summary
Relationship banker focused on satisfying customers by providing high-quality service. Motivated and enthusiastic about cultivating strong customer and community relationships. Sales expert in connecting with customers with trust and empathy.
Overview
19
19
years of professional experience
Work History
ABME
Chase Bank
01.2024 - Current
- Self-motivated, with a strong sense of personal responsibility.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Developed and maintained courteous and effective working relationships.
- Assisted customers with opening accounts
Relationship Banking Officer
Tri City National Bank
05.2022 - Current
- Developed and maintained relationships with customers by providing exceptional customer service
- Responded to customer inquiries regarding products, services, and account information
- Resolved customer complaints quickly and effectively
- Provided guidance on the use of online banking portals
- Exceeded this year’s unit and amount goals
- Credit Card Champion CRT Champion
Retail Sales Manager
Verizon Wireless
12.2005 - 03.2022
- Reached out to customers after completed sales to evaluate satisfaction, resulting in 90% month over month
- Developed strategies to increase sales and productivity
- Increased sales by offering advice on purchases, promoted additional products, and exceeded commission target by 20 to 30%
Education
Creative Writing
Senn High School
01.1982
Skills
- Verbal and Written Communication
- Time Management
- Attention to Detail
- Dependable and Responsible
- Active Listening
Hobbies and Interests
- Biking
- Hiking
- Interior Design
- Gardening
- Writing
Languages
Spanish
Native or Bilingual
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