Janet Herrera
Oceanside
Summary
Attentive and goal-focused brings successful approach to cultivating complex best practices to meet organizational and regulatory expectations. Detail-oriented focus on achieving expected outcomes. Enthusiastic hard worker with expertise in cultivating lucrative client relationships and implementing better processes and procedures.
Overview
5
5
years of professional experience
Work History
Client Relationship Consultant 2
US Bank
Milwaukee
04.2024 - 12.2025
- Processed customer transactions with accuracy and efficiency using banking software.
- Assisted customers with account inquiries and resolved issues promptly.
- Educated customers on banking products and services to enhance their experience.
- Adhered to compliance regulations during all customer interactions and transactions.
- Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
Associate Banker
BMO Harris Bank
Milwaukee
01.2021 - 03.2024
- Provided customer service by attending to their inquiries and requests for information.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Conducted financial transactions such as deposits, withdrawals, transfers, loan payments and cashier checks.
- Maintained accurate records of all customer accounts and transactions.
- Established strong relationships with customers to increase customer loyalty.
- Developed detailed knowledge of products offered by the bank including deposit accounts, investments, loans.
Education
High School Diploma -
Veritas High School
Milwaukee, WISkills
- Customer Service and Support
- Service Issue Resolution
- Knowledge of financial software
- Problem-solving skills
- Cash handling and cash drawer
Languages
Spanish
Timeline
Client Relationship Consultant 2
US Bank
04.2024 - 12.2025
Associate Banker
BMO Harris Bank
01.2021 - 03.2024
High School Diploma -
Veritas High School