Relationship Banker Customer Service
Resume:
Samaria L. Navas
***** * ***** ***. ******* Ca, *0221
*******.*****@*****.***
Objective:
Currently I am a relationship banker for Banc of California. I am seeking a position in which I can apply my unique skill set and passion for helping others. Seeking to work in an environment that fosters personal and professional growth.
Skills
Proficient in Microsoft Word
Experience with CRM software
Proficient with use of outlook
Effective time management
Adaptability
Ability to work well under pressure
Strong organizational skills
Able to communicate effectively with peers and clients
Education
Lynwood High School (Graduation Date 2008)
Cerritos College (2008 – 2014)
Wells Fargo Bank
Personal Banker 1
August 2014 – September 2021
Engage consumer and business customers in effective financial discussions in order to help them reach their individual financial goals.
Assist with daily operational tasks such as branch opening and closing procedures, servicing ATMs, and teller transactions.
New business acquisition with both existing business customers and new and flourishing business
Building and sustaining various partnerships with bank business divisions such as mortgage, business banking group, investment, and retirement through consistent partner introductions.
Consolidated Design West
Billing Administrator
April 13, 2022 – December 23, 2022
Manage billing process for company
Review company records to ensure accurate processing
Assist with daily office tasks as needed
Order entry and tracking
Filling and document retrieval
Worked with accounting and sales department to prepare billing packets.
Communicated with accounting, vendors, sales representatives to ensure accurate order processing from beginning to end .
Weekly review of aging statements to review payment of company purchase orders.
Creation and delivery of purchase order to vendors.
Inventory tracking .
Banc of California
Relationship Banker
January 3, 2023 – Present
Customer Service
Client onboarding and document review
Risk mitigation
New business acquisition
Networking
Internal vault and cash audits
Onsite business inspections
Daily operations including opening and closing procedures, assisting with teller transactions, customer account maintenance.
Building relationships with various business partners and community business advocates to provide best possible options for existing and new clients.
Receiving and preparation of cash shipments .
Internal cash audits of team members, bank cash dispenser, and vault.
References
Ingrid Godinez (Office Manager)
Email: ******.********@****.***
Phone: (310) 413- 5381
Denise De Luna (Wells Fargo Manager)
Email: ******.******@**********.***
Phone: 323-***-****
Contact this candidate