Violeta Martinez
Houston,TX
Summary
Dynamic banking professional with extensive experience at Comerica Bank, skilled in cross-selling and customer relationship management. Proven track record of increasing customer accounts through strategic outreach and exceptional service. Passionate about fostering client connections and implementing effective cross-selling strategies to enhance customer experience.
Overview
11
11
years of professional experience
Work History
Sr. Relationship Banker
Comerica Bank
Houston, Texas
08.2024 - Current
- Developed and implemented strategies to increase customer base and cross-sell products.
- Ensured accurate document completion prior to processing submissions.
- Participated in weekly sales meetings to review progress towards goals and address challenges.
- Landed new customer accounts through consistent combination of dedicated cold calling, attending industry events to promote banking services and forge partnerships, and offering exceptional service.
Store Manager
Oportun
Houston, TX
10.2016 - 02.2021
- Seamlessly process all transactions, while following company policies & procedures and protecting our customer’s information
- Work as a team to meet and exceed daily lending goals
- Strengthened work flow productivity by hiring, managing and developing top talent
- Prepared sales production reports for senior management
- Developed sales plans, goals, strategies and objectives to achieve team goals and revenue objectives
Personal Banker
Prosperity Bank
Houston, TX
06.2015 - 09.2016
- Required to be fully knowledgeable and skilled in the areas of teller, vault, safe deposit, processing and boarding DDA lines of credit, discussing and accepting credit applications, and is required to provide leadership among the rest of the staff team
- Able to work sufficiently in office like environment which include; monthly audits, paperwork filing, maintain spreadsheets and charts up to date, promptly answer phone calls and direct them appropriately
- Advised customers on bank products, services and financial planning options
- Able to work sufficiently in office like environment which include; monthly audits, paperwork filing, maintain spreadsheets and charts up to date, promptly answer phone calls and direct them appropriately
Bank Teller
Wells Fargo
Houston , TX
08.2014 - 09.2015
- Have full knowledge of bank products, present products that fulfill customer’s needs, and cross-sell bank products and meet sale goals periodically
- Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
- Welcoming customers with a warm greeting and providing quality customer service
- Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
- Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds; cashed checks, maintained an organized drawer and bundles of cash
- Exceeded sales goals and trained new employees about sales techniques
Education
High School Diploma -
Sharpstown High School
Houston, TX06.2011
Skills
- Fluent in Spanish and English
- Knowledgeable in Microsoft Office programs
- Product sales, cross-selling techniques
- Inbound and outbound calling
- Financial and credit records analysis
- Customer relationship management
Education and Training
other
Timeline
Sr. Relationship Banker
Comerica Bank
08.2024 - Current
Store Manager
Oportun
10.2016 - 02.2021
Personal Banker
Prosperity Bank
06.2015 - 09.2016
Bank Teller
Wells Fargo
08.2014 - 09.2015
High School Diploma -
Sharpstown High School
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