Top-notch Banking Professional with a solid background in banking and finance who’s eager to apply financial knowledge, sales negotiation skills, and unforgettable customer service to build a strong base of clientele.
Overview
8
8
years of professional experience
Work History
Senior Relationship Banker
Truist
11.2017 - Current
Provides total client care on platform and collaborates with teller line for new business opportunities.
Cultivates strong customer relationships by providing tailored consultations, frequently resulting in new prospects for Truist.
Frequently collaborates and hones relationships with IRM partners for specialized products and services presentations for clients.
Retains strong working knowledge of Truist products such as credit card features, interest rates on loans/lines of credit, Premier Banking features and perks, types of Insurance we offer, etc.
Extensive experience with various credit products such as auto loans (new, refinance, lease buyouts), unsecured loans, mortgage loans, home equity lines of credit, business loans/lines, etc.
Adheres to safety procedures regarding customer and bank-sensitive information.
NMLS registered.
SAFE Act compliant.
Teller / Customer Service Representative
TD Bank
04.2016 - 09.2017
Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Provided sound advice at every client interaction to ensures that the customer’s financial needs are met; frequent use of cross-selling/upselling.
Regularly met and/or exceeded quarterly Sales Revenue goals.
Recognized for outstanding performance/customer service; individual rating “Value High”.
Maintained and self-balanced money tray at the end of branch day.
NMLS registered.
SAFE Act compliant.
BankUnited Teller
BankUnited FSB
11.2015 - 01.2016
Handled various types of banking transactions, including large transactions of $10,000 and more, official/cashier check issuing, and routine withdraw/deposits
Adhered to safety procedures regarding customer and bank-sensitive information.
Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
Education
Bachelor of Arts - Psychology, Business Administration
Florida Atlantic University
Boca Raton, FL
2016
Skills
Florida Notary Certified
Experienced with Microsoft Office Suite programs, including Word, Excel, Outlook and PowerPoint
Business Development, including Start-Up’s
Banking Operations Knowledge
Knowledgeable in various applicable areas of Psychology including Clinical, Industrial/Organizational, and Social Psychology
Knowledgeable with various areas of Business including Accounting, Business Management, and Statistical Analysis
Adaptable and generally flexible
Languages
Spanish
Professional Working
Affiliations
DECA States Principles of Marketing Finalist, 4th Place
Psychology Club Certificate of Recognition
Activities
Distributive Educational Clubs of America (DECA) Member (2010-2011)
Psychology Club Member, Florida Atlantic University (2014-Present)
American Psychological Association Member, Undergraduate Student Affiliate (2015-Present)
Timeline
Senior Relationship Banker
Truist
11.2017 - Current
Teller / Customer Service Representative
TD Bank
04.2016 - 09.2017
BankUnited Teller
BankUnited FSB
11.2015 - 01.2016
Bachelor of Arts - Psychology, Business Administration