Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Rita Baptista

Newburgh,NY

Summary

Focused customer relations professional skilled in lead generation, customer relationship development and sales. Accomplished in providing unsurpassed support to demanding customers. Offering experience in related roles, as well as passion for improving service delivery, enhancing knowledge and exceeding expectations. Skilled in building bridges and cementing connections with business accounts to serve needs, strengthen loyalty and drive competitive growth. Successful at achieving sales objectives with consistency. Service-driven team player with record of providing high-quality support.

Overview

25
25
years of professional experience

Work History

Elan High Value Business Credit Card Consultant

U.S. Bank
04.2021 - Current
  • Worked with external bank partners to promote products and services
  • Provided PowerPoint presentations to partners to grow engagement and participation in the sales and referral program
  • Built strong relationships with external partners and assisted them in meeting monthly referral quota
  • Called businesses owners and had in depth conversations during the discovery call in order to learn about their businesses and their priorities
  • Customized presentations for customers based on their purchasing needs and priorities
  • Collected financial packages and assisted with financial review, credit analysis and submission of documents to the underwriting team
  • Communicated with the underwriting team and advocated for the customers in order to get desired outcome and line sizes based on customers needs
  • Took ownership of mistakes and problems until issue resolved to customer's satisfaction.
  • Maintained compliance with federal and state laws and company policies and procedures.
  • Developed and retained customer relationships through active listening and using defined processes to address customer needs.
  • Delivered prompt service to prioritize customer needs

Financial Representative

Northwestern Mutual
10.2019 - 03.2020
  • Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
  • Met with customers to assess needs, financial status and eligibility.
  • Worked with clients with life, long-term care or disability insurance accounts to increase profitability and account longevity.
  • Contacted prospective customers to present service options and explain details.
  • Met with clients to determine financial objectives and review assets, liabilities, cash flow and other financial information.
  • Life Insurance licenses in NY, NJ, FL, CT and VA

Small Business Banker

Bank Of America
01.2007 - 10.2019
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Answered telephone inquiries on banking products, including checking, savings, loans and lines of credit.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Worked with borrowing clients to procure updated financial information on ongoing basis.
  • Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
  • Retained and deepened relationships with existing customers by providing them with excellent service and resolving issues on a timely manner
  • Collected financial packages for loans/lines of credit and performed preliminary credit analysis to prepare for underwriting process
  • Worked with customers with annual sales from $500M to $25MM

Account Manager

JPMorgan Chase
06.2005 - 01.2007
  • Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
  • Secured high-value accounts through consultative selling, effective customer solutions and promoting compelling business opportunities.
  • Listened attentively to client feedback and worked with product development team to introduce new services.
  • Analyzed account details such as usage, sales data and client comments to enhance understanding of effectiveness and client needs.

English/Portuguese and Spanish Teacher

One Way Language School
01.1999 - 07.2004
  • Developed and wrote curricula in both Spanish and English, often sharing curriculum with other teachers.
  • Explained concepts and assignments in both native and non-native languages.
  • Helped students develop important learning skills and good study habits useful in trade school or college education.
  • Created supportive learning environment for foreign students to nurture budding language development.
  • Explored and implemented innovative use of technology in language education.

Education

Associate of Science - Business Administration And Teaching Degrees

Universidade De Mogi Das Cruzes
Sao Paulo- Brazil

Skills

  • Customer Account Management
  • Efficient and Detail-Oriented
  • Verbal and Written Communication
  • Multitasking and Prioritization
  • Courteous with Strong Service Mindset
  • Upselling Products and Services
  • Customer Retention Strategies
  • Building Customer Trust and Loyalty

Languages

Portuguese
Native or Bilingual
Spanish
Professional Working
Italian
Elementary

Timeline

Elan High Value Business Credit Card Consultant

U.S. Bank
04.2021 - Current

Financial Representative

Northwestern Mutual
10.2019 - 03.2020

Small Business Banker

Bank Of America
01.2007 - 10.2019

Account Manager

JPMorgan Chase
06.2005 - 01.2007

English/Portuguese and Spanish Teacher

One Way Language School
01.1999 - 07.2004

Associate of Science - Business Administration And Teaching Degrees

Universidade De Mogi Das Cruzes
Rita Baptista