Jocelyn QUIROZ
San Diego
Summary
Dynamic Client Relationship Consultant at U.S. Bank with a proven track record in lending and exceptional customer service. Recognized for leadership and problem-solving abilities, I excel in client engagement, driving branch success and fostering strong relationships to enhance customer satisfaction.
Overview
6
6
years of professional experience
Work History
Client Relationship Consultant
U.S. Bank
El Cajon
09.2021 - Current
- Responsible for updating branch sales via a weekly report.
- Campaign branch leader to promote branch success at a district level
- Known for being a leader among my peers in any given situation that arises.
- Opening new accounts (business and consumer), generating credit card sales, home equity lines/loans, unsecured, and secured lending.
- Performing maintenance on existing accounts.
- Assisted with customer requests and answered questions to improve satisfaction.
- Recognized by management for providing exceptional customer service.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Demonstrated strong problem-solving skills, resolving issues efficiently and effective
- Help new hires with their transition from their previous job to the U.S. Bank.
- Being an active resource for my coworkers with any questions they have regarding day-to-day operations and policies.
- Strong knowledge of bank procedures and policies.
- Maintaining and establishing relationships with every client.
Community Support Associate/ Accounting
U.S. Bank
San Diego
09.2019 - 07.2020
- Responsible for running all prospect applications which includes creating profile within onesite, credit qualifying them, creating rental leases.
- Assist current residents with lease renewals, computing and generating renewal offers, correcting billing errors, prorating rent, and adjusting rent for month-to-month residents.
- Call center servicing 200 clients for current residents on any questions or concerns as well as work orders.
- The accounting aspect involves generating a final account statement for previous residents, which consists of evaluating damages and property through photos submitted by the leasing agent.
Teller
Moneytree
San Diego
12.2018 - 09.2019
- Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
- Processed money transfers via western union
- Provided exceptional customer service while accurately processing routine transactions.
- Built and maintained client relationships through quality, personalized interactions.
- Balanced daily cash deposits and vault inventory with zero error rate.
- Cross-sold additional products when applicable to meet customer needs.
Education
High School Diploma -
Point Loma High School
San Diego, CA06-2017
Associate of Arts - Accounting
San Diego Mesa College
San Diego, CASkills
- Client relationship management
- Sales reporting
- Account maintenance
- Credit assessment
- Customer service
- Problem solving
- Team leadership
- Cross-selling techniques
- Sales strategy
- Client engagement
- Multitasking capacity
- Conflict resolution
Languages
Spanish
Native/ Bilingual
Timeline
Client Relationship Consultant
U.S. Bank
09.2021 - Current
Community Support Associate/ Accounting
U.S. Bank
09.2019 - 07.2020
Teller
Moneytree
12.2018 - 09.2019
High School Diploma -
Point Loma High School
Associate of Arts - Accounting
San Diego Mesa College
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