Summary
Overview
Work History
Education
Timeline
Generic

Tamara Figueroa

Orlando,FL

Summary

Bilingual organized and dependable professional successful at managing multiple priorities,running meetings and achieving goals with a results. Willingness to take on added responsibilities to meet company and team goals.

Overview

10
10
years of professional experience

Work History

Relationship Banker II

Regions Bank
04.2023 - Current
  • Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
  • Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
  • Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.

Personal Banker

Wells Fargo & Company
10.2017 - 01.2021
  • 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.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Created innovative financial solutions to meet customer needs and provide competitive edge.
  • Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
  • Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
  • Solved customer challenges by offering relevant Interest Bearing Accounts and more.
  • Top in payroll small business solution advisement bilingual rep for 2019 and 2018.

Customer Service Sales Representative

Wells Fargo & Company
09.2016 - 10.2017
  • Followed up with customers after completed sales to assess satisfaction and resolve technical or service concerns.
  • Showcased product features to customers and discussed technical details to overcome objections and lock in opening of accounts.
  • Offered advice and assistance to customers, paying attention to special needs or wants.
  • Responded to customer requests for products, services and company information.
  • Developed community reputation through commitment to customer satisfaction and strong client relationships.

Teller

Wells Fargo & Company
09.2015 - 09.2016
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
  • Educated customers on use of banking website and mobile apps.
  • Identified sales opportunities and referred customers to branch partners in financial services.

Sales Representative

Zara
02.2014 - 09.2015
  • Helped with planning schedules and delegating assignments to meet coverage and service demands.
  • Monitored cash intake and deposit records, increasing accuracy and reducing discrepancies.
  • Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
  • Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.
  • Completed regular inventory counts to verify stock levels, address discrepancies and forecast future needs.
  • Monitored security and handled incidents calmly.

Education

Associate of Arts - General Studies

Valencia College
Orlando, FL
2016

Bachelor of Arts - Business Administration

Sistema Universitario Ana G Mendez - Universidad Del Turabo
Gurabo, PR
2013

Timeline

Relationship Banker II

Regions Bank
04.2023 - Current

Personal Banker

Wells Fargo & Company
10.2017 - 01.2021

Customer Service Sales Representative

Wells Fargo & Company
09.2016 - 10.2017

Teller

Wells Fargo & Company
09.2015 - 09.2016

Sales Representative

Zara
02.2014 - 09.2015

Associate of Arts - General Studies

Valencia College

Bachelor of Arts - Business Administration

Sistema Universitario Ana G Mendez - Universidad Del Turabo

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Tamara Figueroa