Summary
Overview
Work History
Education
Skills
Timeline
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Sophia Serrano

Saint Albans,New York

Summary

Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills. Enthusiastic candidate with extensive experience in customer service and cash handling at banks or money lending institutes. Strong knowledge of offered banking services and products. Reliable and honest professional dedicated to meeting scorecard goals by processing high volumes of error-free transactions.

Overview

14
14
years of professional experience

Work History

Associate Banker

Chase Bank
12.2018 - 12.2021
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Educated customers on use of banking website and mobile apps.
  • Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Processed customer transactions promptly, minimizing wait times.
  • Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
  • Stocked supplies for customers and personal teller station.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Executed wire transfers, stop payments and account transfers.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Conducted regular proof work and followed up on chargebacks and deposit corrections.
  • Calculated fees due, interest and change for customer transactions.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.

Car Salesperson

Koepel Ford
09.2017 - 07.2018
  • Closed sales by overcoming objections, asking for sales, negotiating price and completing purchase contracts,
  • Negotiated purchase prices and explained sales, warranty and optional products.
  • Qualified buyers by matching requirements and interests to various car or truck models and discussing finance options.
  • Answered telephone and email inquiries from potential customers.
  • Demonstrated automobiles by explaining characteristics, capabilities and features, taking test drives and explaining warranties and services.
  • Completed registration paperwork and sales documentation.
  • Prepared purchased vehicles and completed final delivery checks.
  • Maintained compliance with all service, quality, and regulatory standards.
  • Reviewed vehicles before final delivery to validate for completed tasks such as installed add-ons and damage corrections.
  • Established and devised strategy to meet personal goals consistent with dealership standards of productivity.
  • Met customers on lot and in showroom to discuss available vehicles and options.

Sales Consultant

Verizon
07.2016 - 11.2017
  • Used consultative sales approach to understand customer needs and recommend relevant offerings.
  • Responded to telephone and in-person requests for information.
  • Followed up with existing customers to provide additional support and address concerns.
  • Provided sales and customer service assistance to walk-in traffic
  • Achieved top performance by strategically adapting to rapidly changing, competitive environment.
  • Implemented up-selling strategies, encompassing recommendation of accessories and complementary purchases.
  • Applied knowledge of market and full range of innovative and unique products to meet customer needs, expanding company's customer base.
  • Completed orders and organized product deliveries to meet customer timetables.
  • Conducted on-site product demonstrations to highlight features, answer customer questions and redirect concerns toward positive aspects.

Administrative Assistant

Bestbuy Retail Store
10.2007 - 03.2013
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Executed record filing system to improve document organization and management.
  • Scheduled office meetings and client appointments for staff teams.
  • Sorted and distributed office mail and recorded incoming shipments for corporate records.
  • Generated reports and typed letters in Word and prepared PowerPoint presentations.
  • Monitored supervisor's work calendar and scheduled appointments, meetings and travel.
  • Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data.
  • Coached new employees on administrative procedures, company policies and performance standards.
  • Supported room reservations, agenda preparation and calendar maintenance for programs, meetings and events.
  • Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions.
  • Handled client correspondence and tracked records to foster office efficiency.

Education

Associate of Arts - Nursing

Plaza College
Forest Hills, NY
06.2023

GED -

Plaza College
Forest Hills, NY
05.2018

Skills

  • Safe Deposit Box Oversight
  • Opening Accounts
  • Customer Outreach
  • Customer Transactions
  • ATM Balancing
  • Cash Handling
  • Financial Advisement
  • Staff Management
  • Change Orders
  • Money Transfers
  • Verbal and Written Communication
  • Sales Proficiency

Timeline

Associate Banker

Chase Bank
12.2018 - 12.2021

Car Salesperson

Koepel Ford
09.2017 - 07.2018

Sales Consultant

Verizon
07.2016 - 11.2017

Administrative Assistant

Bestbuy Retail Store
10.2007 - 03.2013

Associate of Arts - Nursing

Plaza College

GED -

Plaza College

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Sophia Serrano