Banker

Elizabeth Paulino

**** ******* *** *****, ** ****7 Email: ***********@***.*** Mobile: 917-***-****

SKILLS

• Fluent in Spanish and English, written and verbal

• Proficient in Microsoft Office Suite (Excel, Word, Power Point, and Outlook); type 62 w.p.m.

• Strong sense of urgency; able to execute and prioritize tasks quickly and efficiently in a fast-paced financial environment

• Effective problem solving and troubleshooting skills while handling sensitive information modestly and discreet

• Excellent communication, interpersonal, and analytical skills; maturity with receiving feedback and directions

• Strong work ethic and ability to adhere to professionalism; flexibility with working independently or in a team

• Notary Public, State of New York. My Commission Expires: June17 2023. WORK EXPERIENCE

Citibank, 1275 Madison Ave NY, Ny

10028

08/2019-08/2021

Personal banker Safe act-C05

Effectively communicated with clients to help individuals and businesses to achieve their highest goals

• Developed customer relations and problem-solving skills to filter client’s needs

• Fluent in utilizing sophisticated databases to input and modify sensitive client information

• Identified new prospects and cross-selling opportunities while maintaining rapport with existing clients

• Executed integrated sales, relationship, and credit strategies to aid in the branch's business plan

• Adhered to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets

• Set appointments with clients and managed portfolios structured based on their needs

• Find satisfaction in offering the right financial solution to help customers with large expenses, such as for college, buying a home, and planning for retirement

• Receive frequent recognition and rewards for top performance

• Build relationship and provide expert financial advice and great service.

• Processed mortgage loans, business line of credit, business loans and merchant services, auto loans and home equity loans.

Bank of America, 157 E 125th street Ny, Ny 10035

04/2016-08/2019

Relationship Manager

• Effectively communicated with clients to help individuals and businesses to achieve their highest goals

• Developed customer relations and problem-solving skills to filter client’s needs

• Fluent in utilizing sophisticated databases to input and modify sensitive client information

• Identified new prospects and cross-selling opportunities while maintaining rapport with existing clients

• Executed integrated sales, relationship, and credit strategies to aid in the branch's business plan

• Adhered to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets

• Set appointments with clients and managed portfolios structured based on their needs

• Find satisfaction in offering the right financial solution to help customers with large expenses, such as for college, buying a home, and planning for retirement

• Receive frequent recognition and rewards for top performance

• Build relationship and provide expert financial advice and great service.

• Processed home equity loans, mortgages and auto loans.

• Performed recorded calls every day.

Citibank, 349 east 149th street Bx, Ny 10451

09/2012-04/2016

Personal banker

Effectively communicated with clients to help individuals and businesses to achieve their highest goals

• Developed customer relations and problem-solving skills to filter client’s needs

• Fluent in utilizing sophisticated databases to input and modify sensitive client information

• Identified new prospects and cross-selling opportunities while maintaining rapport with existing clients

• Executed integrated sales, relationship, and credit strategies to aid in the branch's business plan

• Adhered to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets

• Set appointments with clients and managed portfolios structured based on their needs

• Find satisfaction in offering the right financial solution to help customers with large expenses, such as for college, buying a home, and planning for retirement

• Receive frequent recognition and rewards for top performance

• Build relationship and provide expert financial advice and great service.

• Processed mortgage loans, business line of credit, business loans and merchant services, auto loans and home equity loans.

Allied Barton security services 10/2010-09/2012

long island city, Queens NY 11101

Front desk security

• Secured all property of contract site.

• Conducted foot patrol and access control.

• Provided customer service at the front desk.

Planet Auto Mall

Sales representative/ Telemarketer 10/2007-10/2010

• Internet inventory, answered high call volume daily leads

• Entered CRM information into databased every morning.

• Checked with banks for status of deals.

• Prepared clients for interview with banks for car loans

• Floor managing sales activity

• Packaged deals to send out to banks and DMV

EDUCATION

CUNY Hostos community college, Bronx, New York 08/2006 05/2009

associates in liberal arts

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