HEIDI

SANCHEZ

Denton TX ad2to8@r.postjobfree.com 817-***-****

Objective

Highly motivated, self-directed professional with extensive experience in relationship development and interpersonal communication skills. A strong team player with initiative and drive with proven leadership and management ability that is committed to exceed performance goals with focus on growth and success.

Skills

Bilingual: Fluent in Spanish and English

Networking

Proficient in Microsoft Outlook for scheduling and appointment management.

Strong computer skills, including proficiency in various banking software and tools.

Excellent communication and customer service abilities.

High call volume management and multitasking skills.

In-depth knowledge of banking products and financial services.

Detail-oriented and adept at ensuring billing accuracy.

Problem-solving and analytical capabilities.

Ability to build and maintain strong client relationships.

Employment

Personal Banker – Pnc Bank Apr 2023 – Current

• Serve as a dedicated point of contact for a diverse portfolio of clients, providing personalized financial advice and solutions.

• Utilize billing experience to assist clients with various financial transactions, ensuring accuracy and compliance with bank policies.

• Efficiently manage a high call volume, addressing client inquiries and concerns promptly, resulting in improved customer satisfaction.

• Leverage computer skills, particularly Microsoft Outlook, to organize daily appointments and meetings with clients, enhancing time management and productivity.

• Open and manage a wide range of financial products for clients, including savings accounts, certificates of deposit, and loans, tailoring solutions to meet their unique needs

accounting experience and are responsible for managing customer accounts. They monitor account activity, identify discrepancies, and address any issues promptly. This helps maintain accurate and up-to-date financial records for my customers to keep up with

• Educate clients on available banking products and services, fostering strong client relationships and promoting cross-selling opportunities.

• Ensure clients are funded correctly, monitoring account activity to prevent overdrafts and proactively addressing any potential issues.

• Collaborate with my team members to achieve branch sales targets and meet or exceed customer service goals.

• Stay up-to-date with industry trends and banking regulations to provide clients with accurate and informed advice.

As a Personal Banker, I am honored to have been selected to lead our On-Site Sales (OSS) initiatives, which involve marketing efforts and setting up on-site events. In this role, I’ll be responsible for orchestrating meetings to discuss our successes and strategies in these areas.

Universal Banker PNC Bank March 2022- Apr 2023

handles various banking tasks, from processing transactions to managing accounts and offering financial guidance to customers. My role is essential in providing efficient banking experience while ensuring customers benefit from the range of financial products and services offered by the bank. Their accounting experience helps maintain financial accuracy and integrity in their operations.

provide excellent service by answering questions, addressing concerns, and resolving issues. They build strong relationships with customers, aiming to enhance the overall banking experience.

accounting experience and are responsible for managing customer accounts. They monitor account activity, identify discrepancies, and address any issues promptly. This helps maintain accurate and up-to-date financial records for customers.

I get myself involved with cash, checks, or electronic transfers. They ensure that all deposits are properly documented and credited to the customer’s account.

handle a wide range of financial transactions. assist customers in making payments, whether it’s for bills, loans, or other lending products. This includes processing payments accurately and ensuring they are applied to the correct account, to make sure my customers is at ease with their finical services

Senior Personal Banker First Convenience Bank June 2021 – March 2022

Previously: Personal Banker (June 2021 – September 2021)

Top Sales Leader and Incentive Maker for district; boosted sales by marketing and developing relationships with potential customers

Demonstrated knowledge of bank’s financial products, including loans and lines of credit

Investigated customer accounts in accordance to bank guidelines to prevent fraudulent activity

Built rapport with account holders by reaching out with product recommendations and account updates

Performed more than 75 transactions daily with large cash and check deposits

Presented creative ideas and promotions to build growth in sales and customers

Team Lead Rockfish January 2021- May 2021

Memorized more than 10 customer orders and specificities in a setting due to substitutions or food restrictions

Operated different software and computers to log orders

• Promoted specials to build revenue and lead quota on a weekly basis

Assisted new trainees in company procedures and maintaining healthy environment for food and service

Education

Guyer High School High School Diploma/Veterinary Technician Assistant 2021

Achievements

Earned Branch Employee of The Month July 2021 and August 2021 representing the branch among 6 branches of the district at First Convenience Bank

Promoted to Team Lead at Rockfish within 2 months of start date

Received Training Recognition at Guyer High School for Top Veterinary Technician Assistant

Contact this candidate