Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Tiffany Diaz

Brentwood,CA

Summary

Determined banking professional eager to apply financial knowledge and sales negotiation skills to the next level. Collaborative individual communicates with tact and diplomacy to current and future customers. Researches and pursues new sales prospects to build strong base of clientele. Highly motivated to becoming a Financial Advisor, able to educate clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.

Overview

23
23
years of professional experience

Work History

Sr. Retail Relationship Banker

BMO Bank N.A.
05.2012 - Current
  • Developed strong relationships with clients by offering tailored solutions to their financial goals.
  • Retained existing clients and attracted new ones through personalized financial product recommendations.
  • Collaborated with other team members to deliver seamless banking experiences for customers.
  • Identified opportunities for cross-selling products, leading to increased revenue for the bank.
  • Resolved customer issues effectively, maintaining a high level of professionalism and empathy throughout interactions.
  • Assisted in training new hires, sharing best practices and imparting valuable industry knowledge.
  • Contributed to the achievement of sales targets by proactively identifying potential leads within the branch network.
  • Supported community initiatives as a representative of the bank, fostering positive brand awareness in local markets.
  • Enhanced client loyalty by consistently delivering on commitments and meeting or exceeding expectations during interactions.
  • Conducted financial analysis for clients, guiding them towards appropriate products based on individual circumstances and objectives.
  • Coordinated efforts with investment professionals to provide comprehensive wealth management services for high-net-worth individuals.
  • Demonstrated adaptability in response to evolving industry trends and changing customer preferences, ensuring consistent performance in a dynamic environment.
  • Analyzed customers' financial information to deliver personalized account guidance.
  • Maintained in-depth product and service knowledge for well-informed customer advice.
  • Adapted products and services to suit customers' changing financial circumstances.

Barista

Starbucks
07.2009 - 06.2013
  • Enhanced customer satisfaction by efficiently preparing and serving high-quality beverages.
  • Maintained a clean and organized workspace for optimal productivity and safety.
  • Increased repeat business by providing exceptional customer service and building rapport with patrons.
  • Streamlined order processing through accurate cash handling and efficient use of the point-of-sale system.

Sr. Manager

Claim Jumper Restaurant
05.2001 - 02.2009
  • Achieved operational excellence by streamlining processes and implementing best practices.
  • Improved team performance by providing comprehensive training and fostering a collaborative work environment.
  • Increased customer satisfaction with timely project deliveries and seamless communication.
  • Reduced costs, optimized resource allocation, and improved efficiency in managing projects.
  • Led cross-functional teams to achieve project milestones and deliver high-quality results.
  • Championed process improvement initiatives that led to significant cost savings without compromising on quality standards.
  • Managed budgets effectively, achieving financial objectives while maintaining strict control over expenditures.

Education

High School Diploma -

Clayton Valley High School
Concord, CA
06.1999

Skills

  • Cross-selling abilities
  • Financial product knowledge
  • Time management
  • Budgeting and forecasting
  • Banking software proficiency
  • Customer service excellence
  • Performance tracking
  • Effective communication
  • Relationship Building and Management

Accomplishments

    2022 Top Performers BMO winner

    2021 Circle of Excellence winner

    Multiple time winner of partnership sales goals for outside affiliated companies, including Elavon merchant services.


Timeline

Sr. Retail Relationship Banker

BMO Bank N.A.
05.2012 - Current

Barista

Starbucks
07.2009 - 06.2013

Sr. Manager

Claim Jumper Restaurant
05.2001 - 02.2009

High School Diploma -

Clayton Valley High School

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Tiffany Diaz