Entry Clerk Customer Service
Resume:
BLANCA E. OLIVAREZ
**** **** ******, ***. * Santa Monica, CA. 90405
****************@*****.***
OBJECTIVE:
Highly motivated professional with over 20 years of experience in financial services and customer service who is seeking to grow, maintain, and establish customer relationships and add value. SUMMARY OF QUALIFICATIONS:
Strong administrative and organizational candidate with high multi-task skills. Goal driven and self motivated, with high comprehensive and problem solving skills. Self-starter and excellent team player. Highly responsible, reliable, and flexible with excellent communications skills. Bilingual: Spanish and English.
EXPERIENCE:
Comerica Bank, Brentwood, CA.
Sr. Relationship Banker II
April 2022 - Current
● Establish and develop banking relationship with high value clients and business customers.
● Follow up with customers and set appointments for financial reviews.
● Participate in community support and outreach by visiting local business in community.
● Work closely with business and wealth management partners to establish and enhance banking relationships.
● Present, educate, and introduce clients with products and services such as business credit cards, business lines, business loans, merchant services, payroll services, and commercial lending.
● Responsible for opening and closing branch.
OneWest Bank, Pacific Palisades, CA,
Banker
Feburary 2021 - April 2022
● Establish and develop banking relationship with high value clients and business customers.
● Follow up with customers and set appointments for friends and family referral program and financial reviews.
● Participate in community support with Los Angeles County and outreach by visiting local business in community.
● Present, educate, and introduce clients with products and services such as business credit cards, business lines, business loans, merchant services, payroll services, commercial lending, and wealth management partner.
Wells Fargo Bank Beverly Hills, CA,Business Specialist April 2012 – November 2020
● Establish and develop banking relationship with high value clients and business customers.
● Follow up with customers and set appointments for financial reviews.
● Participate in community support and outreach by visiting local business in community.
● Work closely with business and wealth management partners to establish and enhance banking relationships.
● Present, educate, and introduce clients with products and services such as business credit cards, business lines, business loans, merchant services, payroll services, and commercial lending. Jewish Vocational Service Federation Work Source Center, Marina Del Rey, CA. Administrative Assistant/Coordinator
May 2006 – October 2011
● Respond to phone questions, faxes, email, set appointments for case managers, and the Director. Greet guests. Help members with enrollment. Direct members to their appointments. Help with Orientation and provid resources to members and Help
● with answering their questions.
EDUCATION:
Santa Monica College, General education 1995
References Available Upon Request
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