Rijka Milovanovski
Escondido,CA
Summary
Dedicated and organized financial professional seeking new opportunities to drive sales and growth. Outstanding relationship-building and problem-solving skills. Driven to exceed expectations and able to operate effectively in fast- paced, high-pressure environments. Self-motivated team player adapt at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills. Talented at managing competing priorities to accomplish challenging goals. Consistently exceeds company objectives to secure client satisfaction and loyalty.
Overview
9
9
years of professional experience
Work History
Preferred Banker
First Republic Bank
Escondido, CA
10.2022 - Current
- Business Accounts (Corporation, Non-profits, LLC, HOA, IOTA, Sole Prop, Partnership),
- Personal Accounts (Trust, Estates, Payable On Death, Power of Attorney),
- Lines of Credit (Home Equity Lines, Personal Unsecured Lines, Business Unsecured Lines, Student Debt Consolidation Loans - Medical, Law, Engineer)
- Cash Management (Remote Scanner, Analyzed, Lock Box, Positive Pay)
- Notary Public
- Advised customers on bank products, services and financial planning options.
- Modified, opened and closed customer accounts.
- Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads.
- Developed financial plans for customers based on their individual needs.
- Devised targeted solutions for various customers and offered deposit, lending and investment services.
- Drove branch sales and portfolio growth by recommending various financial products to prospective customers.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
Personal Banker
Wells Fargo Bank
San Diego, CA
01.2015 - 10.2022
- Provided clients with information on bank accounts, institutional policies, financial products and related services.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Met with clients to facilitate budget management and financial guidance.
- Helped customers open accounts, apply for loans and make sound financial decisions.
- Promoted diverse array of financial products by continuously acquiring new industry knowledge.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Education
Associate of Arts -
Palomar College
San Marcos, CA06.1991
High School Diploma -
Escondido High School
Escondido, CA05.1989
Skills
- Banking
- Retail
- Sales
- Client Acquisition and Retention
- Exceptional customer service
- Strong work ethic
- Financial product expertise
- Portfolio analysis
- Customer satisfaction
- Increased revenue
- Sales growth
- Relationship development
- Relationship Building
- Financial Product Expertise
- Increased Revenue
Timeline
Preferred Banker
First Republic Bank
10.2022 - Current
Personal Banker
Wells Fargo Bank
01.2015 - 10.2022
Associate of Arts -
Palomar College
High School Diploma -
Escondido High School
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