Multilingual Customer Solutions Professional with Banking Experience

Summary:

Highly motivated, Customer Solution Representative with over 2 year of experience, Manufacturing Machine Lead with 2 years of experience and over 10 years Banker Sales Representative. Offer excellent communication skills, bilingual Spanish and English, and interpersonal skills to maintain positive internal and external relationships.

Area of Expertise:

Experienced in Windows, Microsoft Office

Comercial Banking

Customer Services

Business

Sales

Manufacturing

Lead

Loans

Customer Solutions Representative

Chelsea Groton Bank Customer Solution Representative November 2023-Dec 2025

Proactively engages with customers inside and outside of the branch – informs and educates through various experiences including digital and public presentations.

Proactively engages with community through networking events, branch coordinated events/initiatives and community education. Makes business development calls to area businesses and refers commercial loans and cash management services to business partners.

Maintains expert knowledge of Bank’s products and services. Identifies and actively engages customer in determining needs and goals.

Participates in business development, onboarding and retention activities. Refers to a business partner as appropriate.

Able to interview loan applicants objectively, recommend appropriate consumer loan, credit card, equity loan, some residential and small business products based on needs and ability to repay. Follow consumer and small business loans from application to closing efficiently and accurately.

Effectively demonstrates small business, technology and consumer credit skills for more complex and specialized customer needs.

Assists with monitoring and evaluating performance in conjunction with Customer Solutions Manager, provides feedback to enhance customer sales and service efforts. Provides input for performance reviews, training milestones, and promotional recommendations.

Assists customers with account maintenance, CD renewals, address changes, research requests, check ordering, debit card orders, safe deposit access, notary services, and able to effectively demonstrate online banking and mobile banking services.

Promotes the Bank’s products and services and maintains an active participation in community affairs.

Nordson EFD IPA Lead Production Operator/Trainer September 2020-April 2022

Strong written and verbal communication with the ability to train new and mid-level Operators

Technical ability to train new and mid-level Operators

Effectively work in a dynamic team environment, ability to adapt to conditions as they evolve and change

Anticipate needs and challenges before they arise and to respond effectively when they occur

Flexibility to rotate responsibilities to uncover creative ideas, share different perspectives and experiences to enhance skills

Identify process challenges, ability to assist Operators and Engineers to determine what are the root causes of a problem and what are the possible adverse effects of the change

Knowledge and ability to set-up and successfully run new technology trials in collaboration with the Engineering team

Capable of operating autonomously under tight time schedules

Identify and troubleshoot process, material, or equipment problems to minimize down time and improve yields

Interfaces with Engineering, Manufacturing, and Quality Assurance personnel on both specific and broad production issues. Must effectively communicate with all of these persons, teams, or departments

Escalate issues/problems real-time to Engineering/Management if they cannot be resolved quickly

Participate in continuous improvement activities including 6S, kaizen and other lean events

Perform scheduled line inspections of product, to ensure quality levels are maintained by psychical inspection using measuring devices and visual, maintains work area and equipment in a clean orderly condition

Resolve quality, machine, and personnel issues

Banco Leon Banker Sales Representative August 2005- December 2018

Identifying customer needs and providing appropriate banking solutions.

Promoting and selling banking products such as accounts, loans, and credit cards.

Achieving sales targets and contributing to the overall growth of the bank.

Building and maintaining strong customer relationships.

Providing excellent customer service and resolving any issues promptly.

Keeping up to date with banking products, services, and market trends.

Education:

Marketing Degree, Universidad Nacional Pedro Henriquez Urena (UNPHU) Dominican Republic

Associate Degree Business Management, Brigham Young University (BYU) Ongoing.

Certifications:

Sales

Safety

Sales Psychology

Quality Service

Computing

Business Management

Consumer Lending

Additional Skills:

Experienced in Windows, Microsoft Office, Excel, Word, PowerPoint

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