Janet Galvez
Los Angeles
Summary
Dedicated Relationship Banker with a strong work ethic and excellent communication skills. Proven ability to educate customers while resolving financial discrepancies, ensuring high client satisfaction.
Overview
12
12
years of professional experience
Work History
Relationship Banker
Bank of America
Los Angeles
11.2021 - Current
- Advised customers on bank products, services and financial planning options.
- Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
- Complied with security procedures and protocols when opening and closing bank vault.
- Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
- Identified financial needs of customers and presented appropriate product and service options.
- Resolved discrepancies concerning customers' accounts, improving client satisfaction.
Customer Service Representative
Bank of America
Los Angeles
12.2017 - 11.2021
- Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
- Assessed customer account information to determine current issues and potential solutions.
- Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
- Trained employees on cash drawer operation.
- Managed customer referrals to help financial services team members capitalize on sales changes.
- Assisted customers with account inquiries and transactions, ensuring accurate processing and adherence to banking policies.
- Resolved customer issues by investigating account discrepancies and providing timely solutions to enhance satisfaction.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Resolved complex problems by working with other departments to provide solutions that meet customer needs.
- Managed high call volumes while maintaining professionalism and delivering exceptional service to each customer.
- Identified cross-selling opportunities to promote additional bank services, contributing to overall sales goals.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
Assistant Manager of Massage Therapy Company
Midpoint Wellness Center
Glendale
01.2014 - 11.2017
- Maintained quality levels above prescribed minimums to support team productivity.
- Reviewed and updated account information in company computer system.
- Coordinated, scheduled and executed in-depth data entry projects.
- Collaborated with store manager to develop strategies for achieving sales and profit goals.
- Increased sales by providing exceptional service and maintaining positive and energetic attitude.
- Drove sales by recommending additional massage services and related products.
- Managed financial transactions accurately, ensuring that all records were up to date.
- Assisted in developing marketing strategies to promote services and increase customer engagement.
- Assisted in the development of operational strategies to ensure efficient and productive operations.
Education
Some College (No Degree) -
East Los Angeles College
Monterey Park, CASome College (No Degree) - Human Resources Management
University of Arizona
Tucson, AZSkills
- Multitasking
- Reliable and trustworthy
- Time management
- Excellent communication skills
- Strong work ethic
- Attention to detail
- Problem solving
- Stress management
- Critical thinking
- Banking software proficiency
Education and Training
other
Experience
[],["Self-Enrichment Education Teachers"],["Customer Service Representatives"]
Timeline
Relationship Banker
Bank of America
11.2021 - Current
Customer Service Representative
Bank of America
12.2017 - 11.2021
Assistant Manager of Massage Therapy Company
Midpoint Wellness Center
01.2014 - 11.2017
Some College (No Degree) -
East Los Angeles College
Some College (No Degree) - Human Resources Management
University of Arizona