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Customer Service Personal Banker

Location:
Grand Prairie, TX
Salary:
23.00
Posted:
July 21, 2023

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Resume:

Carolina Herrera

Grand Prairie, TX *****[ adyfiq@r.postjobfree.com] 972-***-****

Experience:

CarTom Elite Air and Home Repair Inc.- Manager

Oct 2020 - Present

Develop strong relationships with clients, actively listened to their needs, and effectively communicated project updates and timelines.

Provide exceptional customer service as the primary point of contact to projects inquiries, maintaining a customer satisfaction rate of 100%.

Responsible for managing and prioritizing a significant volume of work orders for residential properties, assuring efficient and timely completion.

Personal Banker- Officer

March 2013- Oct 2020

Responsible for establishing new accounts for high net worth individuals and servicing existing accounts to maximize revenue. Processed customer requests for statements, ordered additional checks, updated customer personal information in the database. Assist customer open and close safe deposit boxes.

Proactively manage between 10 to 25 customer callas per day to set up appointments with any issues that arose to find a resolution before the problem escalated. Analyzed customer financial needs and recommended appropriate loan products.

Listened carefully and connected with customers to understand their top financial priorities and uncover products and solutions most beneficial for their needs.

Mortgage Consultant

March 2012-Feb 2013

Explained different types of loans pertaining to client’s situations while reviewing the loan files and updating them to match current standards.

Follow up with clients on missing loan documents, providing guidance on the best way to complete the application process. Manage over 10 to 20 customer calls per day to increase new loan applications.

Teller/Assist. Manager/Personal Banker

March 2007-Feb 2012

Processed stander teller transactions for customers, including servicing client accounts, accepting loan payments, managing safe deposit box payments, cashing checks, balancing cash drawers, surprise audits, handling night deposits, and correcting discrepancies. Reconciled General Ledgers and corrected outages.

Assisted with the teller training coaching, and mentored 2+ tellers ensuring they received a comprehensive education on proper banking policies.

Education: Skills:

Austin Community College- Austin, TX Bilingual- English-Spanish, Scheduling, Customer Service

Buyer- Fashion Merchandising Management, Underwriting, Communication Skills, Research

Business Management Microsoft & Microsoft Office

SVP For Bankers, SVT For Tellers, CRV For the Branch



Contact this candidate