Vanessa Vazquez
La Verne,CA
Summary
Experienced CRC offering personality, professionalism and communication skills to successfully engage new and existing clients. Adept at identifying and matching customers with products and services by conducting interviews and discussing financial needs.
Overview
17
17
years of professional experience
Work History
Client Relationship Consultant 4
U.S. Bank
Chino, California
05.2007 - Current
- Developed relationships with customers by providing exceptional service in order to increase sales opportunities
- Advised customers on various financial products available.
- Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
- Provided guidance on how best to utilize online banking tools for maximum benefit.
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Maintained and built strong client relationships through quality, personalized interactions.
- Cross-sold banking products such as credit cards, loans and investments.
- Provided support to bank personnel in resolving customer inquiries.
- Managed and inspired team members to perform to full potential, driving branch profitability.
Education
Completed Wealth Management Development Program
Inland Empire09-2023
Completed CRC Development Program
Inland Empire12-2022
Quarterly Ricipeint of Pinnacle Awards
2008 - 2019Skills
- Regulatory Compliance
- Relationship Building
- Customer Service
- Opportunity Identification
- Issues Resolution
- Spanish Fluency
Timeline
Client Relationship Consultant 4
U.S. Bank
05.2007 - Current
Completed Wealth Management Development Program
Completed CRC Development Program
Quarterly Ricipeint of Pinnacle Awards
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