Customer Service Los Angeles

Kevin Williams-Caldwell

Senior Relationship Banker+1-213-***-****

ad07zw@r.postjobfree.com

Los Angeles, CA 90035

Senior Relationship Banker/MLO

California Bank & Trust - Gardena, Ca October 2020 to Present

Perform full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties include new accounts, consumer loans, and performing client services issues.

Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource.

Responsible for making appropriate referrals for other bank products and services, including commercial lending products.

Follow up with clients as needed.

Responsible for performing cash transactions, opening and update accounts, originate and close consumer or small business loans.

Responsible for resolving customer service issues.

Establish, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer.

Responsible for processing cash transactions and other customer service duties within the branch.

Identify and recommend financial products and banking solutions based on client needs, utilize consultative sales techniques to deliver value-added services, and improve customer retention by over 25%

Personal Banker

Bank of America - Los Angeles, Ca

November 2010 to November 2020

Senior banking professional with 20years of experiences.

I specializing in portfolio management, business development, consultative sales, and commercial banking.

A strong history of building relationships with high-value accounts and managing a multimillion-dollar book of business.

Adept at developing and mentoring personal bankers to maximize sales performance.

Sr. Loan Officer/MLO

First Nation Funding - Torrance, Ca, September 1999 to November 2010

Analyze applicants’ financial status, credit, and property evaluation to determine feasibility of granting loans.

Meet with applicants to obtain information for loan application and to answer questions about the loan process.

Explain to clients the different types of loans and credit options that are available, as well as the terms of those services,

Handle clients complaints and take appropriate actions to resolve them

Gemologist

Ben Bridge Jewelers - Redondo Beach, Ca

November 1990 to January 1999

Grade stones based on Color, Clarity, Cut, and Carat weight,

Assist clients with high-end purchases such as; 2 carats and up

Swiss made watches: Rolex, Omega,Tag Heuer.

Extraordinary customer service skills

Education

English Literature

University of Southern California Los Angeles - Los Angeles, CA

1996 to 1998

Associates of Arts in English Literature

West Los Angeles City College - Culver City, Ca

1994 to 1996

Gemologist in Gemology

Gemological Institute of America-Carlsbad - Carlsbad, CA

1986 to1988

High school diploma or GED in General Studies

High school diploma or GED in General Studies

Granada Hills Charter High S - Granada Hills,

1981to 1984

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