Vivica Ibarra
Los Banos,CA
Summary
Detail-oriented banking professional with a solid history of delivering tailored financial solutions. Expertise in building client relationships, and managing financial transactions with great accuracy. Hands-on, client oriented experienced banker who implements financial strategies and is dedicated to continuous improvement. Poised to contribute to the success of a dynamic organization in a leadership role.
Overview
6
6
years of professional experience
Work History
Associate Banker -ME
JPMorgan Chase
11.2023 - Current
- Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
- Helps clients with everyday transactions such as deposits, withdrawals, payments.
- Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs.
- Assists clients by helping with new account openings when needed.
- Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
- Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
- Strong desire and ability to influence, educate, and connect customers to technology
RELATIONSHIP BANKER
Bank of America
05.2022 - 11.2023
- Working with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs
- Resolved customer complaints and disputes to maintain satisfaction and loyalty
- Cultivated strong customer relationships by providing tailored advice and services
- Maintained in-depth product and service knowledge
- Presented new and additional products and services to existing customers
- Process standard teller transactions for customers, including cash handling, servicing client accounts, accepting loan payments, managing safe deposit boxes, cashing checks, balancing cash drawers, and handling night deposits
- Working as an efficient Lobby Leader to assist, educate and train customers on how to conduct simple transactions through self-service technologies
MOBILE EXPERT
T-mobile
10.2018 - 05.2022
- Exceeded sales targets by effectively promoting and selling, products and services to customers
- Demonstrated excellent product knowledge and expertise in mobile devices, plans, and features, providing tailored solutions to meet customer needs
- Proactively approached customers to initiate conversations, identify their needs, and recommend appropriate products and services
- Conduct product demonstrations and explain the benefits and features of various devices and plans, driving customer interest and sales
- Utilize CRM systems and sales tools to track customer interactions, manage leads, and prioritize follow-ups, ensuring a high level of organization and efficiency
Skills
- Customer Relationship
- Strategic Decision-Making
- Problem Solving Strategies
- Banking Operations
- Leadership and Training
- Client Education Strategies
- Sales Performance
- Cash handling
Timeline
Associate Banker -ME
JPMorgan Chase
11.2023 - Current
RELATIONSHIP BANKER
Bank of America
05.2022 - 11.2023
MOBILE EXPERT
T-mobile
10.2018 - 05.2022