Santiago Perez

• Bank of AmericaClient Service Representative / Financial Center AssociateSeptember 2024 – September 2025
• Engaged clients in the financial center lobby to assist with everyday banking needs and educate them on self-service options including ATM usage, mobile banking, and online banking.• Accurately processed cash transactions, deposits, withdrawals, and payments while balancing cash drawers and adhering to strict compliance and risk controls.
• Conducted meaningful conversations with clients to understand financial goals and life priorities, connecting them to appropriate banking products and solutions.
• Managed financial center traffic, appointments, and outbound calls to ensure an efficient and positive client experience.
• Partnered with specialists in lending, small business, and investment services to refer clients to additional financial solutions.
• Followed all established policies, procedures, and regulatory requirements while executing the bank’s risk culture and operational excellence standards.
• Consistently delivered high-quality service focused on trust, relationship building, and long-term client satisfaction.
• Demonstrated adaptability by learning new banking systems, platforms, and procedures in a fast-paced environment.

Sebanda Insurance

Customer Service Representative

April 2023 – September 2024

• Delivered high-quality customer service in an insurance agency environment, ensuring customer satisfaction and retention.

• Processed payments accurately, managed cash transactions, and maintained precise financial records.

• Resolved customer issues efficiently while maintaining professionalism and compliance with company policies.

• Assisted clients with insurance products and services, supporting cross-selling opportunities.

• Utilized Microsoft Word and Excel for documentation, reporting, and record-keeping.

• Collaborated with team members to achieve branch goals and provide seamless customer service.