Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Sara Mendoza

San Juan

Summary

Dynamic Relationship Banker at Bank of America with a proven track record in enhancing customer satisfaction and building strong client relationships. Expert in financial services and cash handling, I excel in delivering personalized solutions while fostering teamwork. Recognized for developing a mentorship program that significantly improved team performance and client engagement.

Experienced with managing client relationships and offering comprehensive financial guidance. Utilizes customer-centric approach to enhance satisfaction and loyalty. Track record of cross-selling banking products and effectively addressing customer concerns.

Overview

22
22
years of professional experience

Work History

Relationship Banker

Bank of America
06.2003 - Current
  • Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
  • Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
  • Assisted customers with completing required forms for opening and closing bank accounts.
  • Played key role in developing mentorship program for new Relationship Bankers, improving team performance.
  • Made introductions to partners to help meet customer's broader financial needs.
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Processed customer transactions promptly, minimizing wait times.
  • Assisted customers with account inquiries, resolving issues promptly and professionally.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.

Education

Estero High School
Estero, FL

Skills

  • Relationship building and management
  • Customer Service-oriented
  • Sales expertise
  • Cash handling
  • Financial services
  • Excellent communication
  • Time management
  • Teamwork and collaboration

Languages

Spanish
Native or Bilingual

Timeline

Relationship Banker

Bank of America
06.2003 - Current

Estero High School

Similar Profiles

CREATE PROFILE