Sheila Morfin
Nuevo,CA
Summary
To gain a Customer Service position with an established company.
Highly motivated and responsible self-starter that is willing to learn and adapt to a challenging customer service environment.
Hardworking Relationship Manager proficient at devising personalized solutions to meet all types of customer demands. Positive and upbeat team player and clear communicator with demonstrated success over 14 years of Banking experience.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Relationship Manager Business Owner Specialist
Bank of America
04.2012 - Current
- Responsible for selling and servicing new and existing consumer and Small Business clients
- Always Providing excellent customer services
- Provide options by referring our customer to our Partners
- Uncovering all financial needs to make their financial life easier, provide them problem handling and follow up with customers
- Meet expectations and be available to my coworkers as well.
Sales and Services Specialist
Bank of America
10.2010 - 04.2012
- Responsible for selling and servicing customers providing them the best value, helping existing customers with all services issues regarding their acts, helping on the teller line doing transactions, and referrals to the platform side.
Professional Teller
Bank of America
11.2009 - 10.2010
- Responsible for Daily transactions at the Teller Window, Maintenance the ATM's, Closed and Open the Branch, Balancing the Vault, Night Drop, And warm transfer to our Partners.
Customer Service Associate/Cashier, and Pricing Team
JC Penney
01.2007 - 01.2009
- Responsible for selling and servicing customers, open and close registers, returns open New credit accounts, store inventory, mark down clearance prices, etc.
Customer Service Representative/Cashier
Mission Valley Sears Essentials
01.2006 - 01.2007
- Responsible for selling and servicing customers especially in the shoes department, as well as Handling customer issues that may arise on the sales floor, do stocking and sale signs, Also responsible for efficiently and accurately completing sales and service transactions At the center aisle and exit cash wraps.
Owner and Operator
E&C Cleaning Services
01.1998 - 01.2005
- Responsible for the day-to-day operations, payroll, management and appointment scheduling For the Company
- This includes but is not limited to performance evaluations, giving price Quotes, handling customer disputes and creating a schedule for the employees.
Customer Service Representative/Cashier
Circle K Gas Station
01.2006
- Responsible for helping customers with their needs in a very busy store, Cashier, and stocking.
Education
Certificate of Completion - Loan Processor
San Diego Miramar College
08.2007
Certificate of Completion - Loan Underwriter
San Diego Miramar College
08.2007
Certificate of Completion - Loan Closer
San Diego Miramar College
08.2007
Certificate of Achievement - Business Management (Mortgage Brokerage and Banking)
San Diego Miramar College
06.2007
High School equivalency Certificate -
State of California
08.2006
Skills
- Fluent in English and Spanish
- Customer Service
- Value Selling
- Customer Relationships
- Relationship Management
- Customer Education and Consulting
- Relationship Review Process
- Product Recommendations
- Relationship Building and Management
- Solution Management
- Excellent Communication
- Overcoming Objections
- Wealth Management Portfolios
- Referral Screening
- Relationship Building
- Banking
- Issue Resolution
- Effective Customer Communication
- Client Engagement
- Portfolio Growth
- Sales Reporting
- Service Assistance
- Client Acquisition
- Account Set up
- Product Knowledge
- Sales Proficiency
- Risk Management
- Financial Services
- Regulatory Compliance
- Financial Advising
- Cash Handling
- Analytical Problem Solving
- Client Relationships
- Sales Expertise
- Team Leadership
- Critical Thinking
- Risk Mitigation
- Product Expertise
Skill Sets
- Good Communication skills
- Bilingual/Spanish
- Fast Learner
- Team Player
- Outstanding Time Management
- Proactive
- Responsible
- Detail Oriented
- Friendly
Relevant Experience
I have banking, sales, and excellent customer service experience for over 14 years. I started with Bank of America back in Nov 2009 as a 30 hr Teller and was promoted to a SSS position in less than a year. And then become a Relationship Manager Business Owner Specialist. I am a Current Notary. I have self-employed experience for over 7 years and retail sales.
Languages
Spanish
Professional
English
Professional
Certification
Notary
Timeline
Relationship Manager Business Owner Specialist
Bank of America
04.2012 - Current
Sales and Services Specialist
Bank of America
10.2010 - 04.2012
Professional Teller
Bank of America
11.2009 - 10.2010
Customer Service Associate/Cashier, and Pricing Team
JC Penney
01.2007 - 01.2009
Customer Service Representative/Cashier
Mission Valley Sears Essentials
01.2006 - 01.2007
Customer Service Representative/Cashier
Circle K Gas Station
01.2006
Owner and Operator
E&C Cleaning Services
01.1998 - 01.2005
Certificate of Completion - Loan Processor
San Diego Miramar College
Certificate of Completion - Loan Underwriter
San Diego Miramar College
Certificate of Completion - Loan Closer
San Diego Miramar College
Certificate of Achievement - Business Management (Mortgage Brokerage and Banking)
San Diego Miramar College
High School equivalency Certificate -
State of California
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