Customer Service Sales

SAN JUANA RANGEL

Summary

PERSONAL BANKER who consistently exceeds company objectives to secure client satisfaction and loyalty. PERSNAL BANKER with an extensive career in financial services and a track record of driving sales and boosting company morale.

Organized PERSONAL BANKER who effectively identifies and resolves complex financial issues.Thrives in fast-paced and ever-changing business environments. Knowledgeable and innovative finance, sales and marketing professional whose success is based on integrity, exceptional customer service, efficiency and ambition. Enthusiastic Loan Officer who provides excellent customer service throughout the loan origination process. Consistently exceeds sales expectations.

Highlights

Cash handling expert

Mutual funds knowledge

Sales expertise

Customer service-focused

Issuance of CDs

Steward of institutional regulatory compliance

Bank security issues

Debt and credit management

Financial planning expert

Cash dispenser operation

Cash dispenser operation

Night and safe deposit system operation

Bottom Line LoanMaster Loan Servicing

Equifax Application Engine

Experian Strategy Management software

Hyperion software background

Knowledge of VA loan process

Excellent communicator

Friendly

Energetic

Fluent in Spanish

Detail-oriented

Excellent time management

Safe Act of 2008 Certification

Bilingual in SPANISH

Inspiring team leader

Financial Advisor Service Award

Strong organizational skills

Sharp problem solver

Large cash/check deposits expert

Inventory control familiarity

Top sales performer

Telephone inquiries specialist

Customer service expert

Invoice processing

Opening/closing procedures

Accomplishments

Customer Assistance

Worked with company systems such as Live Support and diligently completed all assigned tasks, working overtime as needed.

Computed Data Reports

Provided required weekly, monthly and quarterly reports listing sales figures and client track records. Sales

Consistently generated additional revenue through skilled sales techniques. Achieved an internal audit score of 100%

Exceeded sales objectives in 4yrs.

Experience

19931 GREAT ELMS DR, CYPRESS TX 77433

Cell: 713-***-**** - *************@*****.***

PERSONAL BANKER

August 2010 to July 2015

WELLS FARGO BANK - WALLER, TX

Delivered informational sales presentations to potential investors to build symbiotic client relationships.Reviewed clients' accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision.Open and closed personal and business accounts Education

GED : 12

Kay on Going - Houston, TX

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