Tiffany Osorio
Oak Lawn,IL
Summary
Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options. Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
16
16
years of professional experience
Work History
Relationship Banker
Bank of America
08.2023 - 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.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
- Implemented strategies to increase customer retention, enabling investment growth.
- Verified customer identity and reviewed documentation for accuracy.
Client Service Representative
Bank of America
05.2015 - 08.2023
- Provide exceptional customer service, greeting customers warmly and making them feel welcome
- Process deposits, withdrawals, transfers, loan payments, cashier's checks, and other transactions accurately and efficiently
- Balance currency, coin, and checks in cash drawers at ends of shifts and calculate daily transactions using computers or calculators
- Identify customer needs, provide information on new products and services, and direct customers to branch representatives if interested
- Maintain knowledge of Bank of America policies and procedures, as well as applicable banking regulations
- Follow security protocols for handling cash and confidential information
- Answer customer inquiries regarding account balances, fees, and other bank related questions
- Cross-sell bank products and services, such as credit cards, savings accounts, and investment opportunities
- Assist with opening and closing accounts, including verifying customer identification and completing paperwork
- Monitor customer activity to detect suspicious behavior and report any potential fraud
- Participate in training sessions and team meetings to stay up to date on changes in the banking industry
- Provide support to other tellers when needed.
- Handled sensitive client information with discretion, ensuring confidentiality at all times.
- Delivered outstanding customer service by maintaining a professional demeanor during high-pressure situations.
- Managed incoming calls, providing prompt and accurate information to clients about products and services.
- Responded to customer calls and emails to answer questions about products and services.
Teller Operations Specialist
Bank of America
08.2012 - 05.2015
- Enhanced customer satisfaction by efficiently processing transactions and addressing inquiries.
- Increased customer retention by consistently delivering excellent service and building rapport.
- Maintained compliance with bank regulations, regularly updating knowledge on industry standards.
- Streamlined teller operations by implementing effective cash management procedures.
- Handled complex transactions, troubleshooting problems as they arose to ensure efficient resolution.
- Provided exceptional support during audits, gathering necessary documentation for seamless evaluations.
- Reduced transaction errors by maintaining accurate records and performing regular audits.
- Safeguarded bank assets through strict adherence to security protocols during daily operations.
- Collaborated with colleagues to achieve branch goals, contributing to a unified work atmosphere.
- Improved operational efficiency by assisting in the development of new policies and procedures.
- Participated in ongoing professional development activities to stay current on industry trends and best practices for teller operations specialists.
Teller
Bank of America
09.2008 - 08.2012
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Improved customer satisfaction by providing efficient and accurate transaction processing.
- Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
- Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Demonstrated adaptability during peak business hours by multitasking and prioritizing tasks to maintain efficiency and quality of service.
- Educated customers on use of banking website and mobile apps.
Skills
- Extensive Fraud and Risk Management experience
- Proficient computer skills in banking enterprise applications
- 15 years in the Financial Service
- Operational Efficiency
- Policy and Procedure Adherence
- Understanding Customer Needs
- Creative Thinking
- Sales and Upselling
- Recordkeeping requirements
- Demonstrated interpersonal, research,analytical, and creative problem-solving skills
- Highly organization and detail oriented in all areas
Careerobjective
Client Service Representative, Bank of America, Chicago Ridge, IL, Provide exceptional customer service, greeting customers warmly and making them feel welcome, Process deposits, withdrawals, transfers, loan payments, cashier's checks, and other transactions accurately and efficiently, Balance currency, coin, and checks in cash drawers at ends of shifts and calculate daily transactions using computers or calculators, Identify customer needs, provide information on new products and services, and direct customers to branch representatives if interested, Maintain knowledge of Bank of America policies and procedures, as well as applicable banking regulations, Follow security protocols for handling cash and confidential information, Answer customer inquiries regarding account balances, fees, and other bank related questions, Cross-sell bank products and services, such as credit cards, savings accounts, and investment opportunities, Assist with opening and closing accounts, including verifying customer identification and completing paperwork, Monitor customer activity to detect suspicious behavior and report any potential fraud, Participate in training sessions and team meetings to stay up to date on changes in the banking industry, Provide support to other tellers when needed
Timeline
Relationship Banker
Bank of America
08.2023 - Current
Client Service Representative
Bank of America
05.2015 - 08.2023
Teller Operations Specialist
Bank of America
08.2012 - 05.2015
Teller
Bank of America
09.2008 - 08.2012
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