Yohanny Marquez
Waterbury,CT
Summary
Universal Banker with documented cash handling experience and strong aptitude for customer service. Competently educates customers on banking options and recommends appropriate products and services to meet financial needs. Leverages people skills to securely process teller transactions, resolve issues and refer customers to business partners for advanced relationship development.
Overview
9
9
years of professional experience
Work History
Universal Banker
M&T Bank
03.2023 - Current
- Educated customers on features and benefits of banking products and services.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Executed wire transfers, stop payments and account transfers.
- Monitored and verified suspicious activity on customer accounts.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Cross-sold credit cards, loans and other bank products.
- Educated customers on online banking and mobile banking applications.
- Maintained friendly and professional customer interactions.
- Established rapport with new clients to increase satisfaction and loyalty.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
Crew Trainer
Cheescake Factory
09.2016 - 10.2022
- Mentored junior employees to improve performance, food safety, and customer service.
- Taught new team members correct procedures for all areas of operations.
- Maintained current knowledge of all team position requirements.
- Set positive example for team members by providing high-quality, efficient service.
- Greeted customers with smile and provided friendly service to professionally handle every need.
- Established and maintained quality control standards.
Universal Banker
M&T Bank
02.2020 - 07.2022
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.
- Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
Bank Teller
Newtown Savings Bank
04.2017 - 02.2019
- Educated customers on use of banking website and mobile apps.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Processed customer transactions promptly, minimizing wait times.
- Counted and packaged currency and coins.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
Education
Business
Naugatuck Valley Community College
Waterbury, CTReal Estate
Naugatuck Valley Community College
Waterbury, CT05-2023
Skills
- Performance tracking
- Document preparation
- Customer needs assessment
- Loan processing
- Financial product sales
- Debt management
- Branch operations
- Risk management
- Loan origination
Languages
Spanish
Native or Bilingual
Timeline
Universal Banker
M&T Bank
03.2023 - Current
Universal Banker
M&T Bank
02.2020 - 07.2022
Bank Teller
Newtown Savings Bank
04.2017 - 02.2019
Crew Trainer
Cheescake Factory
09.2016 - 10.2022
Business
Naugatuck Valley Community College
Real Estate
Naugatuck Valley Community College