Customer Service Relationship Banker
Resume:
Jubel Capito
Citrus Heights, Ca 95610
Email: ************@*****.***
Phone: 408-***-****
Objective
To obtain a position where I can be a member of a team and utilize my business experience to the fullest. My goal is to further my experience and strengthen my skills set while enhancing the company’s productivity and reputation. My long term objective is to establish a career that will enable me to prosper, take care of my family, and retire with confidence. Experience
Exchange Bank Relationship Banker III MOD
2024-Present
● Makes decisions authoritatively and wisely after adequately contemplating various available courses of action; considers alternative actions, resources, and constraints, and appropriately balances needs and desires before selecting method for accomplishing a task or project.
● Influences or motivates others to work toward shared objectives that are in the best interests of the Bank; inspires others by example to perform to the highest standards; sets and/or involves others in setting goals that are challenging, realistic, and measurable.
● Relationship Building / Networking: Gains trust and confidence through interactions with prospective and existing clients and personnel; focuses on cultivating relationships that are long-term and professional; builds relationships with a variety of people within the banking industry for the purpose of sharing information and/or resources.
● Problem Solving: Develops actionable recommendations based on an understanding of trade-os; commits to action after identifying alternative methods that are based on logical assumptions and information; takes into consideration resources, constraints, organizational values, and changing environments.
● Teamwork: Works cooperatively with others as part of a formal or informal team to accomplish Bank goals; respects the needs and contributions of others; contributes to and accepts consensus; subordinate's own objectives to the Bank or team.
● Thorough knowledge of small business product suite including lending requirements, loan process, and loan submission requirements.
● Full knowledge of all banking systems used in the branches and able to instruct others in the use of these systems.
● Full Knowledge of applicable state and federal banking regulations and can instruct others to ensure overall branch compliance.
● Ability to provide coaching and instruction to others on complex matters involving high levels of detail.
● Ability to attend early morning and evening meetings and events. Poppy Bank New Accounts Specialist III
2023-2024
● Responsible for a broad range of moderate to complex activities in the branch including transaction processing, new account sales, customer servicing and referral generation.
● Adapts to the needs of the branch and focus on any promotional activities and enhancing the customer experience.
● Establishes, maintains, and deepens relationships with bank customers to achieve branch performance goals and provide excellent customer service.
● Assists the branch management with day-to-day transactions
(including but not limited to approving transactions, preparing reports, etc.
Umpqua Bank Relationship Banker
2021-2022
● Provides financial strategies that allow clients to meet both short and long term financial goals.
● Maintains and establishes relationships with banking center customers to achieve branch goals and provide excellent customer service.
● Manages opening and closing the store.
● Processes all operational duties behind the teller line and platform.
● Assists branch management with day-to-day transactions.
● Processes all new account transactions; assisting customers in their selection of various accounts and financial services; cross-selling the Bank's products and services; opening, maintaining and closing of all account types.
● Notary service for bank’s clients.
● Set up and ongoing monitoring of loan and financial ticklers to ensure accuracy and timeliness. Follow up with customers to obtain all necessary information.
Bank of the West Relationship Banker II
2018-2021
● Responsible for a broad range of moderate to complex activities in the branch including transaction processing, new account sales, customer servicing and referral generation.
● Adapts to the needs of the branch and focus on any promotional activities and enhancing the customer experience.
● Establishes, maintains, and deepens relationships with bank clients to achieve branch performance goals and provide excellent customer service.
● Assists the branch management with day-to-day transactions
(including but not limited to approving transactions, preparing reports, etc.
Travis Credit Union Financial Solutions Specialist 2014-2018
● Assists members in developing sound financial strategies that allow them to meet both short and long term financial needs and goals. ● Provides the highest level of expertise in identifying and oering ways to improve members credit score, financial planning, and recommends products and services to help achieve their personal financial goals.
● Provides proactive financial counseling and assists with developing money management skills.
● Utilizes Salesforce to manage sales and service strategies and resolutions.
Wells Fargo Bank Personal Banker
2011-2014
● Responsible for performing intermediate duties and support related to branch operational activities and financial services.
● Processes all new account transactions; assisting customers in their selection of various accounts and financial services; cross-selling the Bank's products and services; opening, maintaining and closing of all account types.
● Performing branch clerical duties; promoting business for the Bank by maintaining good customer relations and referring customers to appropriate sta for new services.
● Knowledgeable and skilled in the areas of teller, vault, safe deposit, processing and boarding new lines of credit, discussing and accepting credit applications, and is required to provide leadership, training and support to less experienced New Account Representatives and other branch sta members.
Qualifications
● Exceptional organizational, analytical, problem solving, critical thinking and judgement skills.
● Ability to multitask while maintaining professional working relationships.
● Over 20 years of retail sales experience, leadership, account management.
● Excellent customer service.
● Proficient in all Microsoft Oce applications.
● Passionate about problem solving and utilizing technology solutions.
● Excellent communication skills.
● Aggressive sales and results driven.
● Passionate about helping people and very passionate about ensuring the team is on the same page.
● Demonstrated accountability with all compliance, policy, and regulations for all institutions worked for.
Education
De Anza College 2007-2011
Major: Business
Minor: Criminal Justice
References
Maribel Sierra Abbot Vascular 707-***-****
Claudia Barajas Crestwood Behavioral Health 707-***-****
Contact this candidate