SkyLynn Montejo
Moreno Valley,CA
Summary
I am a dedicated consultant. My due diligence, adaptability, and persistence give me the strength to add to the success of my financial institution. Well-rounded growth is top priority.
Overview
5
5
years of professional experience
Work History
Client Relationship Consulant 2
U.S. Bank
Riverside, CA
10.2021 - Current
- Begin and manage consumer/ business financial relationships
- Listening to our customers with intent, diving deeper with open ended questions to uncover their financial needs. Recommend/ provide products and services to help bring growth and peace to the most important part of life
- Digital leader; Exploring the U.S. Bank app daily, to teach the convince and perks of our digital tools giving our customers and teammates confidence with online banking
- Universal banker; Account opening/ maintenance, lending; Home equity, personal loan, line of credit. Withdrawals, deposits, electronic transfers, payments, etc.
- Operations; Opening and closing branch, ordering cash, handling mail, monthly retention, and weekly shipment.
Sales Representative
Patton's Metal Working Solution's
San Bernardino, CA
06.2020 - 10.2021
- Built professional relationships with customers and teammates
- Provided quotes, sales in person, over the phone and by email
- Filed information from; order receipts, to delivery and payments
- Organized and kept up presentation of store
- exceeded monthly sales goals through Knowledge of product and by promoting add-on purchases.
Education
High School Diploma -
Patriot High School
SkyLynnJurupa Valley06.2020
Skills
- Integrity
- Proactive
- Bilingual (English and Spanish)
- Inquisitive
- Punctual and reliable
- Clear communication
- Well-versed in technology
- results driven
- adaptable
- consistent
Accomplishments
- My most recent recognition's are, top performer in digital Cobrowse sessions and leads worked in one quarter.
- I've been southern California's CRC Digital leader.
Timeline
Client Relationship Consulant 2
U.S. Bank
10.2021 - Current
Sales Representative
Patton's Metal Working Solution's
06.2020 - 10.2021
High School Diploma -
Patriot High School
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