Stephanie Elizondo

Weslaco,TX

Summary

To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

years of professional experience

Certification

Work History

Bank of America

Relationship Manager

04.2020 - 12.2021

Job overview

Built and maintained relationships with new and existing clients while providing high level of expertise.
Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
Assisted customers with needs such as opening accounts, depositing or transferring funds, updating account details and signing up for new services.
Generated new business and referral clients in partnership with financial advisors and branch team.
Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.

BBVA COMPASS

Financial Sales Advisor

08.2013 - 03.2020

Job overview

Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Promoted financial products by maintaining excellent service offering knowledge.
Worked closely with management to strategize sales techniques to increase branch production and customer service.
Achieved consistent recognition as top sales performer.
Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
Approached prospective clients through cold calling and emails to meet sales targets.
Helped with planning and hosting of marketing events.
Organized promotional events and interacted with community to increase sales volume.
Maintained and distributed information for functions and events.
Built relationships with customers and community to establish long-term business growth.

Education

DONNA HIGH SCHOOL

High School Diploma

University Overview

SOUTH TEXAS COLLEGE

Associates from Secondary Education

2015