CHRISTIAN CHAVEZ
Bonita
Summary
Hardworking Banker familiar with setting up new accounts for customers, maintaining security and supporting audits. Excellent organizational, relationship-building and documentation skills. Prepared to offer eight years of related experience to a challenging position with room for advancement.
Overview
9
9
years of professional experience
Work History
Associate Banker-ME
Chase Bank
06.2023 - Current
- Engage clients as they enter the branch by welcoming them and making them feel appreciated.
- Managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
- Performs branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer customers.
- Provides proactive customer outreach to gauge success and offer new tools to help customers meet their consumer banking and investment goals.
- Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want.
- Assisted customers with credit card/account opening procedures, guiding them through product selection based on individual needs.
- Utilized various forms of communication, such as phone calls, emails, and in-person meetings, to engage with clients and address their needs effectively.
Member Service Rep Lead
Self-Help FCU
01.2020 - 01.2023
- Opened, closed, and updated accounts for customers.
- Answered customer inquiries regarding account balances, transaction history, service charges, and interest rates.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
Bank Teller
Wells Fargo
01.2016 - 01.2020
- Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers.
- Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization.
- Educated customers on use of banking website and mobile apps.
Education
High School Diploma -
Hilltop High School
Chula Vista06.2009
Skills
- Customer Service
- Cash Management
- Self-motivated nature
- Sales proficiency
- Professional Demeanor
- Educating clients
- Consumer Banking
- Relationship Building
- Cross-Selling and Partner Referrals
- Prospect Calling
- Follow-up skills
- Team Coaching and Training
Timeline
Associate Banker-ME
Chase Bank
06.2023 - Current
Member Service Rep Lead
Self-Help FCU
01.2020 - 01.2023
Bank Teller
Wells Fargo
01.2016 - 01.2020
High School Diploma -
Hilltop High School
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