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Relationship Banker Customer Service

Location:
Los Angeles, CA
Posted:
May 30, 2023

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Resume:

Samaria L. Navas

***** * ***** ***. ******* Ca, *0221

562-***-****

adxes4@r.postjobfree.com

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: adxes4@r.postjobfree.com

Phone: (310) 413- 5381

Denise De Luna (Wells Fargo Manager)

Email: adxes4@r.postjobfree.com

Phone: 323-***-****



Contact this candidate