ROXANNE DELAPAZ
Austin,TX
Summary
Personal Banker offering ten years of diversified experience. Great communication and problem solving skills. Comfortable working independently or as part of professional team.
Overview
11
11
years of professional experience
Work History
Financial Sales Representative
PNC Bank
Austin , TX
10.2021 - Current
- Educate clients on account and loan contract options with discretion and confidentiality while maintaining professionalism and excellent customer service
- Review and process loan applications including data entry of confidential and pertinent personal and financial information
- Use sales tools, profiling customers’ needs for best fit financial solution
- Meets monthly/quarterly sales goals by providing members with beneficial financial short and long-term solutions
- Consistently top-ranking banker for most Home Equity contract applications, along with many lending contract referrals
- Prospect weekly for new business through networking, community outreach and customer referral generation
- Communicate and collaborate with several other back departments to ensure accuracy
- Utilize up-to-date information to make effective decisions governing bank operations
- Prioritize and organize work assignments to meet deadlines for projects assigned
with excellent time management and accuracy - Exercise logic and reasoning to research and correct Branch issues/errors and
report findings or recommendations to Management
Financial Sales Advisor
BBVA Compass
Austin, Texas
07.2017 - 07.2019
- Reviewed and processed Home Equity contract origination and Mortgage contract
referrals - Established rapport with new clients to increase satisfaction and loyalty
- Maximized revenue through improved sales techniques and branch productivity
- Promoted all financial products by maintaining excellent product knowledge
- Expanded client base by promoting new financial products.
- Executed wire transfers, stop payments and account transfers
Personal Financial Representative
University Federal Credit Union
Austin TX
10.2012 - 07.2019
- Open all types of accounts including but not limited to checking, savings, certificates of deposits, and IRAs
- Maintain accurate records of all sales production and prepare weekly report; including number of new accounts sold both core and support, dollar amount deposited, type of funds deposited, and cross sell ratio
- Provided information and referrals to customers seeking other services; including but
not limited to, trust and mortgage contracts - Maintain high level of product knowledge by learning new selling techniques, new products and market trends
- Resolved member issues and escalations at point of contact, often avoiding further escalation
- Provided branch administrative and operational support for Management and team to maintain effective working relationships
- Supervised, coached and trained staff in groups or one on one to develop team operational skills and elevate sales and service
- Assigned and delegated tasks to associates, staffed projects, tracked progress and
updated managers, partners and clients as necessary
Bookkeeper/Cashier
HEB
Austin TX
11.2010 - 01.2013
- Greeted customers entering store to ascertain to each customers needs.
- Earned management trust by serving as key holder, responsibly opening and closing store.
- Cash handling Streamlined bookkeeping procedures to increase efficiency and productivity.
- Encouraged development of new cashiers with positive reinforcement.
Education
High School Diploma -
Del Valle High School
Del Valle, TX2011
Associates of business - Business
Austin Community College
Austin, TX2013
Skills
- Coachable
- Attention to detail
- High level of accuracy
- Problem Solving
- Proficient in typing and 10-key data entry
- Highly Proficient in creating and working Microsoft Office: Word, Excel, PowerPoint, Outlook, Access
- Organized and detailed
- Quick learner
- Leadership
- Exceptional communication skills
- Adobe Pro DC, Internet, and DocuSign
Timeline
Financial Sales Representative
PNC Bank
10.2021 - Current
Financial Sales Advisor
BBVA Compass
07.2017 - 07.2019
Personal Financial Representative
University Federal Credit Union
10.2012 - 07.2019
Bookkeeper/Cashier
HEB
11.2010 - 01.2013
High School Diploma -
Del Valle High School
Associates of business - Business
Austin Community College