Summary
Overview
Work History
Education
Skills
LANGUAGES
Timeline
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Edith Maldonado

Sanger,CA

Summary

Results-driven customer service professional with a strong background in the banking industry. Solid team player known for exceptional skills in building rapport with clients. Committed to ensuring customer satisfaction and driving company success through process optimization. Demonstrates excellent communication, energy, and a passion for fostering relationships and business growth.

Overview

14
14
years of professional experience

Work History

Client Relationship Consultant

US Bank
01.2025 - Current
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
  • Educated customers on features and benefits of banking products and services.
  • Managed approximately 30 incoming calls and emails per day from customers.
  • Established positive and effective communication among unit staff and organization leadership, and reducing miscommunications.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Informed clients of strategies for reducing debt and maximizing savings.

Retail Relationship Banker

BMO Bank
04.2024 - 12.2025
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
  • Cultivated strong customer relationships by providing tailored advice and services.
  • Processed customer transactions promptly, minimizing wait times.
  • Educated customers on use of banking website and mobile apps.
  • Made 25 outbound lead follow-ups to potential and existing customers by telephone and email to qualify leads and sell products and services.

Administrative Assistant

Valley Building Industries, Inc.
01.2023 - 04.2024
  • Scheduled and coordinated meetings, appointments, and travel arrangements for supervisors and employees.
  • Trained 2 administrative assistants during a period of company expansion to ensure strict adherence to company policies.
  • Developed new filing and organizational practices, saving in contracted labor expenses.
  • Maintained utmost discretion when dealing with sensitive topics.
  • Managed travel and expense reports for management.
  • Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
  • Managed filing system, entered data and completed other clerical tasks.

Receptionist/Office Assistant

Bosquez & Siemens Law Office
10.2020 - 01.2023
  • Prepared necessary documents and copies and attached proper certifications of service while mailing them to the appropriate parties.
  • Typed drafts, memos, emails and prepared weekly reports for management.
  • Opened, sorted, and distributed incoming messages and correspondence throughout the department.
  • Greeted visitors and determined the appropriate point person and meeting time for their specific situations.
  • Made appointments, wrote letters on behalf of the law firm, called to remind people of court dates, and pulled documents for the attorneys.
  • Accomplished the ability to learn office work and to have the amazing opportunity to be trained in certain ways of a paralegal.

Relationship Manager

Bank of America
12.2016 - 01.2019
  • Achieved goals for sale of bank products and services and exceeded financial analysis performance metrics for customer service.
  • Utilized prospecting techniques to identify potential clients and create opportunities to sell effective communication and exemplary interpersonal skills.
  • Generated new business and referred clients to partners and financial advisors.
  • Educate clients on available technological tools that would enable them to find solutions to achieve their financial goals.
  • Achieved or exceeded company-defined sales quotas.
  • Learned and adapted quickly to new technology and software applications.
  • Worked effectively in fast-paced environments.
  • Adaptable and proficient in learning new concepts quickly and efficiently.

Personal Banker

Wells Fargo Bank
07.2011 - 12.2016
  • Advise customers on bank services for their needs (e.g. loans and credit cards)
  • Manage customer bank accounts; open, close and oversee transactions
  • Resolve issues with banking services and accounts
  • Refer clients to financial experts, as needed
  • Reach out to potential customers to generate new business
  • Present financial products and services to existing and prospective customers
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.

Education

High School Diploma -

Sanger High
Sanger, CA
2007

Skills

  • Proficient in financial services
  • Service excellence
  • Experienced in software utilization
  • Prioritization and scheduling
  • Strong attention to detail
  • Continuing education
  • Customer service
  • Sales follow-up
  • Sales and marketing
  • Multitasking and organization
  • Relationship building and management
  • Financial advising
  • Ethical standards

LANGUAGES

English & Spanish

Timeline

Client Relationship Consultant

US Bank
01.2025 - Current

Retail Relationship Banker

BMO Bank
04.2024 - 12.2025

Administrative Assistant

Valley Building Industries, Inc.
01.2023 - 04.2024

Receptionist/Office Assistant

Bosquez & Siemens Law Office
10.2020 - 01.2023

Relationship Manager

Bank of America
12.2016 - 01.2019

Personal Banker

Wells Fargo Bank
07.2011 - 12.2016

High School Diploma -

Sanger High

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Edith Maldonado