Teresita Ruiz
Montebello,California
Summary
Successful banking professional with 28+years of extensive experience in the banking industry.
Highly organized Client Service Representative possesses strong communication, problem-solving, and multitasking skills. Motivated to maintain team and customer satisfaction and contribute to company success.
Overview
17
17
years of professional experience
Work History
Client Service Specialist
First Republic Bank Now Part Of JP Morgan Chase
2016.10 - Current
- Provided knowledgeable service and support for all customer needs. Serve as liaison between clients, Relationship Managers, and the processing team.
- Supported loan process by gathering loan documentation and assisting with loan processing and general loan analysis.
- Provide support to our Relationship Managers as well as strengthen relationship with clients.
- Handle customer inquiries, researches and ensure appropriate and timely resolution while achieving an elevated level of customer service.
PBO Management Team
First Republic Bank Now Part Of JP Morgan Chase
2012.08 - 2016.10
- Provided leadership and coaching for staff by analyzing performance and providing exceptional client service.
- Manage sales, business development, and maintain a seamless sales and service environment.
- Developed and implemented strategies to increase client retention.
- Recommended bank products and services to clients in order to built and strengthened long-lasting client relationships.
- Ensure our customer service levels remain aligned with the bank's day to day values.
Vice President, Branch Manager
ONEWEST Bank, A Division Of CIT Bank
2006.08 - 2012.08
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
- Clarified roles, responsibilities and expectations of staff.
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Managed a branch budget to ensure a profitable branch operations.
- Represented my region on numerous pilot initiatives focused in acquiring new and retain existing client relationships.
Education
Business Administration And Management
University of Phoenix
Pasadena, CAGeneral Studies
Glendale Community College
Glendale, CA06.1990
High School Diploma -
Sacred Heart of Jesus High School
Los Angeles, CA06.1990
Skills
- Proficient in Banking Operations
- Bilingual in English/Spanish
- Proficient in Microsoft Office (i.e., Word, Excel, Outlook, PowerPoint)
- Effective written and verbal communication/presentation skills.
- Sales and Upselling of banking products and services
- Client Relations
Volunteer-Board Member
I serve on the Board of Directors of South Central LAMP (www.southcentrallamp.org) since September 2007. Since that time I have served on several committees; among these are as Chair of the Finance Committee, several Ad-Hoc Committees, most previous in Governance, and Board Chair.
Other current volunteer experience includes participating in our annual Financial Literacy Education. I have also served as a Den Leader to my sons’ Cub Scout Pack 329 in Monterey Park, CA
Timeline
Client Service Specialist
First Republic Bank Now Part Of JP Morgan Chase
2016.10 - Current
PBO Management Team
First Republic Bank Now Part Of JP Morgan Chase
2012.08 - 2016.10
Vice President, Branch Manager
ONEWEST Bank, A Division Of CIT Bank
2006.08 - 2012.08
Business Administration And Management
University of Phoenix
General Studies
Glendale Community College
High School Diploma -
Sacred Heart of Jesus High School
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