Summary
Overview
Work History
Education
Skills
Timeline
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Vanessa Tejeda

Oswego,IL

Summary

Dynamic Retail Relationship Banker with BMO, skilled in Salesforce and customer relationship management. Achieved improved efficiency in account openings and enhanced client retention through personalized financial advice. Demonstrated strong problem-solving abilities and a commitment to compliance, fostering a welcoming environment that elevated customer satisfaction.

Overview

11
11
years of professional experience

Work History

Retail Relationship Banker

BMO
11.2016 - Current
  • Resolved customer issues effectively, maintaining a high level of professionalism and empathy throughout interactions. (Used Salesforce heavily for customer feedback-good and bad, escalations, Global Investigations-often having to work closely with customer liasons)
  • Assisted in training new hires, sharing best practices and imparting valuable industry knowledge. (Offered one on one training to new bankers at Diehl Rd branch)
  • Collaborated with other team members to deliver seamless banking experiences for customers by daily morning meetings, Teams communications, emails, and Google calendar.
  • Streamlined and facilitated the opening of various personal and business accounts, including credit-based transactions such as mortgages and business lines of credit, while applying sound credit judgment; resulting in improved efficiency and reduced wait times for customers .
  • Managed branch operations efficiently, ensuring compliance with industry regulations and internal policies. Keeping close communication with ROM and deepening my knowledge of ever changing D&Ps.
  • Operated independently on complex, often unique cases, demonstrating strong problem-solving and decision-making skills-often times with no direct manager. Use discernment and critical thinking skills to proactively identify issues or problems.
  • Retained existing clients and attracted new ones through personalized financial product recommendations (MY FINANCIAL COMPASS)
  • Cultivated strong customer relationships by providing tailored advice and services through organic conversation and rapport building. Logging interactions in Salesforce to ensure easy pickup of conversations.
  • Conducted due diligence and followed strict protocols to minimize risk and prevent fraudulent activity, aligning with the bank’s compliance and ethical standards.



Teller Line Supervisor

BMO
03.2015 - Current
  • 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.
  • Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
  • Monitored and reported suspicious activity in line with bank security policies.
  • Provided training to new tellers on bank procedures, systems, and customer service best practices.
  • Maintained high accuracy in financial transactions, ensuring all cash and documentation were correct.

Teller

BMO
02.2014 - Current
  • Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
  • Assisted customers with account inquiries, resolving issues promptly and professionally.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Improved customer satisfaction by providing efficient and accurate transaction processing.
  • Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
  • Identified sales opportunities and referred customers to branch partners in financial services.


Education

East Aurora High School
Aurora, IL

Skills

  • NET-O
  • HOST
  • SALESFORCE
  • GOOGLE CALENDAR
  • MY FINANCIAL COMPASS
  • AVAYA

Timeline

Retail Relationship Banker

BMO
11.2016 - Current

Teller Line Supervisor

BMO
03.2015 - Current

Teller

BMO
02.2014 - Current

East Aurora High School

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Vanessa Tejeda