Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Roxanne Medina

Pacifica ,CA

Summary

Methodical private client banker possessing expertise in managing personal, corporate and small business accounts. Accomplished in selling banking solutions to drive sales and revenue generation goals. Offering 9 years of experience in providing personal financial counseling. Comfortable working independently or as part of professional banking team.

Overview

8
8
years of professional experience

Work History

Private Client Banker

JPMorgan Chase
Pacifica, CA
02.2021 - Current
  • Worked with clients to address and respond to client and partnership management issues.
  • Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
  • Continually boosted branch production and revenue by Number% by consistently meeting all monthly and quarterly sales goals.
  • Increased daily sales by Number% by upselling Type and Type banking products and financial services to customers.

Personal Banker

Citibank
Alameda, CA
03.2016 - 10.2019
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.

Premier Banker

Wells Fargo
Foster City, CA
10.2013 - 03.2016
  • Presented new and additional products and services to existing customers.
  • Answered customer questions and explained available services such as deposit accounts, bonds and securities.
  • Backed up teller team by handling needs of new and existing customers at main counter.
  • Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
  • Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers.

Education

Diploma -

James Logan High School
Union City, CA
06.2003

Skills

  • ATM Balancing
  • Loan Documentation
  • Accounts Payable and Accounts Receivable
  • Investment Opportunity Identification
  • Financial Goal Planning
  • Fixed Income Investments
  • Conflict Resolution Techniques
  • Client Rapport-Building
  • Safe Deposit Box Oversight
  • Lender Relations
  • Customer Needs Assessments
  • Community Reinvestment Act
  • Credit Application Review
  • Specialist Referrals

Languages

Tagalog
Native or Bilingual

Timeline

Private Client Banker

JPMorgan Chase
02.2021 - Current

Personal Banker

Citibank
03.2016 - 10.2019

Premier Banker

Wells Fargo
10.2013 - 03.2016

Diploma -

James Logan High School

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Roxanne Medina