Client Relationship Retail Banker

Jose Anzaldua

432-***-**** Midland, TX *****

CAREER SUMMARY

Professional with experience in client relationship management, CD/IRA/Rep Payee accounts, and inclusive collaboration. Excellent communication and interpersonal skills with customers, peers, and management teams.

CAREER HIGHLIGHTS

Team Leadership: 3+ years delegating and coaching cross-functional team members.

Business Strategy: Work with 100+ community business leaders on obtaining new goals/challenges.

Client Relationship: Building positive and improved environments for future/current clienteles.

PROFESSIONAL EXPERIENCE

Retail Banker III Big Spring, TX

Woodforest National Bank January 2022-Current

Focused on monthly deposit averages by 40% and closed over $400k in new business by cross-selling personal banking products and educating customers on financial solutions.

Processed cash transactions in an excess of over 50k dollars annually with directed quarterly audits to ensure records were kept to a 100% accuracy.

Retail Banker II Big Spring, TX

Woodforest National Bank October 2020-December 2021

Conducted weekly journal transaction reviews resulting in a 50% in savings from the errors that I have caught.

Built and maintained relationships with 80+ individuals and small business clients, identified solutions to opportunities to improvise the value of services for clients, resulting in a 30% increase in clientele satisfaction.

Retail Banker I Big Spring, TX

Woodforest National Bank March 2019-October 2020

Fulfilled diverse duties to provide customer service, operate money counters, balance/replenish ATMs, maintain accounts and open new accounts.

Supported and managed promotional activities to increase bank exposure and reputation in local communities.

EDUCATION

ANGELO STATE UNIVERSITY San Angelo, TX

Bachelors in Accounting December 2018

Major GPA 3.00

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