PRISCILLA MEZA

San Bernardino,CA

Summary

Banking professional and leader, with over ten years of experience, seeking an advancement opportunity to embrace higher responsibilities and work at my full potential by identifying potential finance solutions and committing to provide clients with the highest standard of service.

Overview

years of professional experience

Certification

Work History

Relationship Manager

Bank of America

05.2009 - 10.2023

Assisted clients with opening accounts, apply for loans, and make sound financial decisions.
Exceeded sales goals by promoting bank solutions and services in every interaction.
Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
Advised customers on bank solutions, services and financial planning options to enhance their financial situation.
Networked in community, obtained referrals from customers and used sales techniques such as cold calling to increase business.
Assessed financial means and desires of each client in order to recommend appropriate bank solutions.

Education

High School Diploma -

Garey High School

Pomona, CA

06.2004

Skills

Proficient in English and Spanish
Excels in team leadership
Professionalism and strong work ethic
Excellent oral and witten communication

Computer literacy/Salesforce
Client relationship building
Time management
Critical thinking and problem solving