Stephanie Perez
Hawthorne,CA
Summary
Hospitable New Accounts Representative offering the persuasive and analytical personality traits needed to engage new and existing customers. Knowledgeable of all bank products and services. Adept at identifying and matching customers with products and services by conducting interviews and discussing financial needs.
Confident Personal Banker professionally handling complaints and problems to build customer loyalty. Skilled in handling transfers, processing checks, and presenting financial products to customers. Solid knowledge of personal banking practices and regulations.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Personal Financial Advocate Senior
Kinecta federal Credit Union
Torrance, California
10.2021 - Current
- Maintained and built strong client relationships through quality, personalized interactions.
- Recognized opportunities for cross-selling additional banking products or services.
- Provided customer service to clients, including answering questions and resolving issues.
- Provided guidance on how best to utilize online banking tools for maximum benefit.
- Advised customers on various financial products available from the bank.
- Conducted account openings and closings for clients.
- Processed loan applications according to established guidelines.
- Cross-sold banking products such as credit cards, loans and investments.
- Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
- Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
- Responded promptly to customer emails, phone calls and requests for information.
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Cultivated relationships with partners to fulfill or provide appropriate referrals for clients.
- Followed operational standards, promoting security, risk management and compliance.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
Personal Banker
Wells Fargo Bank, N.A.
Inglewood, CA
02.2015 - 10.2021
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Met with clients to facilitate budget management and financial guidance.
- Handled teller functions with high accuracy, including making deposits and withdrawals, collecting payments and processing cash orders.
- Provided exceptional customer service
- Maintained confidentiality of bank records and client information.
- Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Adhered to financial services security and audit procedures.
- Trained employees on cash drawer operation.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Identified and reported suspicious behavior to security personnel as appropriate.
- Performed basic administrative tasks regarding banking products, including handling phone calls, inquiries and emails.
Education
High School Diploma -
Leuzinger High School
Lawndale, CA06.2008
Skills
- Customer satisfaction
- Rapport building
- Customer care experience
- Relationship building
- Work ethic
- Branch operations
- excellent communication skills
- Supervision
- Bold and ethical, and possesses strong problem-solving
- Customer Service
- Problem-Solving
- Professionalism
Certification
Notary Public, California November 7,2023- November 6,2027
Timeline
Personal Financial Advocate Senior
Kinecta federal Credit Union
10.2021 - Current
Personal Banker
Wells Fargo Bank, N.A.
02.2015 - 10.2021
High School Diploma -
Leuzinger High School
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