Service Personal

PROFILE

Organized, deadline-oriented professional with more than five years of experience working in finance. I poses strong written and verbal communication skills in both English and Spanish. I am quick to grasp new ideas and concepts as well as developing creative solutions to problems. I am able to work well on my own initiative and as part of a team.

EXPERIENCE

PERSONAL BANKER IV, BB&T; MANASSAS, VA - FEBRUARY 2017

-Profile new and existing clients to uncover financial needs

-Submit personal or business loan or line applications, mortgage and investment referrals, open new demand deposit accounts, wire transfers, notaries and service client needs

-Continually meet and exceed quarterly sale and service goals

-Exceptional leadership, organizational, oral/written communication, interpersonal, analytical, and problem resolution skills. Thrive in both independent and collaborative work environments

RELATIONSHIP SPECIALIST, SANDY SPRING BANK; TYSON’S CORNER, VA - JUNE 2016-FEBRUARY 2017

-Profile new and existing clients to uncover financial needs

-Submit personal loan applications, mortgage referrals, open new demand deposit accounts, notaries and service client needs

-Continually meet and exceed quarterly sale and service goals

-Organizational, oral/written communication, interpersonal, analytical, and problem resolution skills. Thrive in both independent and collaborative work environments

PERSONAL BANKER, WELLS FARGO BANK; MANASSAS, VA - AUGUST 2014-FEBRUARY 2016

-Profile new and existing clients to uncover financial needs

-Submit personal or business loan or line applications, mortgage investment and insurance referrals, open new demand deposit accounts, wire transfers, notaries and service client needs

-Continually meet and exceed quarterly sale and service goals

-Exceptional leadership, organizational, oral/written communication, interpersonal, analytical, and problem resolution skills. Thrive in both independent and collaborative work environments

-Assured compliance with all bank Policies and Procedures

EDUCATION

GAR-FIELD SENIOR HIGH SCHOOL WOODBRIDGE, VA 2018

REFERENCES

Matthew McBride, Supervisor 540-***-****

Paul De Souza, Client 571-***-****

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