Juanita Arellano
Fresno,CA
Summary
Professional banking specialist with proven expertise in financial services going on 15 years, client relationship management, and sales strategies. Adept at fostering collaborative team environments and delivering impactful results. Skilled in financial advising, account management, and cross-selling, with strong adaptability to meeting client needs. Known for reliability and effective communication.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Relationship Banker
Bank of America, NA
Fresno, CA
07.2017 - Current
- Cultivated strong client relationships, enhancing customer satisfaction and loyalty.
- Advised clients on financial products, tailoring solutions to meet individual needs. For both consumer and business clients.
- Analyzed customer account activity to identify opportunities for cross-selling services.
- Resolved complex client issues, ensuring timely follow-up and service excellence.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Conducted financial reviews for clients, resulting in more informed decision-making and better risk management.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Organized and led financial literacy programs for community, enhancing bank's reputation and outreach for new acquisition.
- Collaborated with teams to meet and exceed quarterly sales targets for financial products. By partnering with our BBG Office, Home Loans, and Merrill Financial Advisors.
- Focus on customer satisfaction, asking for surveys, and referrals from family and friends.
- Executed daily banking transactions with a focus on accuracy and compliance.
Personal Banker
Wells Fargo Bank, N.A.
Fresno, CA
11.2011 - 06.2017
- Developed personalized banking solutions to meet diverse client needs.
- Educated clients on financial products, enhancing their understanding and decision-making.
- Executed account maintenance tasks, ensuring accuracy and compliance with regulations.
- Collaborated with team members to streamline processes and improve service delivery.
- Analyzed customer financial situations to recommend tailored services and solutions.
- Conducted regular follow-ups with clients to foster relationships and encourage retention.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Cross-sold bank products and services to meet customer needs and provide options.
- Resolved client disputes with empathy and efficiency, restoring confidence in banking services.
Education
High School Diploma -
Washington Union High School
Fresno, CA05.2009
Skills
- Relationship building and management
- Customer Service-oriented
- Sales expertise
- Cash handling
- Cross-selling products
- Business development
- Excellent communication
- Teamwork and collaboration
- Conflict resolution
- Reliability
- Product knowledge
- Risk management
Accomplishments
Received Pinnacle Award 5 years in a row. Exceeding sales goals and meeting client needs. I was able to accomplish this goal by partnering with teammates for referral opportunities and leveraging portfolio calls to bring in traffic to the Financial Centers.
Certification
Notary Public, State of California, Commission # 2497483 Expires August 15, 2028
Languages
Spanish
Native or Bilingual
Timeline
Relationship Banker
Bank of America, NA
07.2017 - Current
Personal Banker
Wells Fargo Bank, N.A.
11.2011 - 06.2017
High School Diploma -
Washington Union High School