Saraí Escalona

• Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
• Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing.
• Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting, and effective lobby.
• Build and maintain customer relations by providing high-quality services.
• Maintains a cash drawer, including cash handling and balancing

• Provide appropriate options for bank products and services to customer.

• Informs customers of self-service digital options to make banking easier for them.
• Follows policies and procedures to minimize risk.
• Maintains a cash drawer, including cash handling and balancing.

• Develop understanding of bank products and services to connect to customers' needs
• Experience proactively engaging with customers through outreach via phone or email.Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
• Develop understanding of bank products and services to connect to customers' needs
• Supported company growth by developing and maintaining efficient cash management strategies.

• Grew book of business through proactive outreach.
• Collaborated with team members to achieve monthly sales targets and improve overall branch performance.
• Conducted needs-based conversations to identify customer credit, deposit and investment requirements.
• Made introductions to partners to help meet customer's broader financial needs.
• Built relationships with customers by learning about financial needs, understanding life events and goals and following up through proactive outreach and appointments.
• Resolved customer concerns quickly and efficiently, maintaining a high standard of service quality.
• Managed sensitive customer documents securely, safeguarding client privacy and minimizing risk exposure for the bank.
• Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.