Roberth Diaz
Jefferson,GA
Summary
Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products.
Overview
12
12
years of professional experience
Work History
Personal Banker
Industrial Bank Of Venezuela
07.2002 - 02.2014
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Cross-sold bank products and services to meet customer needs and provide options.
- Promoted financial products by maintaining excellent service offering knowledge.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Followed up with customers to gather feedback and provide additional assistance.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Processed deposits, withdrawals and ACH transfers accurately.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Expanded client base by promoting new financial products.
- Utilized customer relationship management software to provide accurate and complete customer service.
- Monitored customer accounts to detect irregularities or suspicious activity.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Responded to customer inquiries regarding new accounts and account services.
- Verified customer identity and reviewed documentation for accuracy.
- Presented new and additional products and services to existing customers.
- Provided customers with additional information regarding account services.
- Maintained customer records and updated account information.
- Activated new accounts and issued customer identification numbers.
- Monitored accuracy of customer information in system.
- Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Explained account terms and conditions to customers.
- Reconciled customer accounts and balanced daily transactions.
- Tracked and processed customer account requests and applications.
- Greeted customers and delivered information about new account processes.
- Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
- Collected customer information and completed new account forms.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
- Processed customer payments and account setup charges.
- Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
Education
Economics - Economy And Finances
UNEFA
VENEZUELA02.2010
Skills
- Teller Auditing
- Financial Optimization
- Loan Application Advisement
- Cash Handling
- Cash Vault Auditing
- Branch Operations
- Exercise Strategies
- Facility Tours
Timeline
Personal Banker
Industrial Bank Of Venezuela
07.2002 - 02.2014
Economics - Economy And Finances
UNEFA
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