LaQuita Relf
Marina
Summary
Dedicated banker with extensive experience in customer relationship management, account maintenance, and compliance. Known for strong problem-solving abilities and a customer-focused approach, I am eager to leverage my skills to enhance client experiences and drive success at U.S. Bank.
Overview
8
8
years of professional experience
Work History
Relationship Banker
Bank of America
Carmel-by-the-Sea
11.2017 - Current
- Assisted clients with account openings and maintenance, ensuring compliance with banking regulations.
- Provided tailored financial advice to meet client needs and goals, enhancing customer satisfaction.
- Educated customers on banking products and services to improve their overall banking experience.
- Built long-term relationships with customers through personalized service and proactive outreach.
- Identified customer needs and recommended appropriate banking products to fulfill their requirements.
- Resolved customer inquiries and issues promptly to maintain high satisfaction levels.
- Collaborated with team members to streamline workflows and improve service delivery.
- Maintained accurate records of client interactions for future reference and follow-up.
- Processed maintenance, operations, and correspondence for new and existing accounts.
Education
Some College (No Degree) - Accounting And Finance
Monterey Peninsula College
Monterey, CASkills
- Customer relationship management
- Financial advising
- Risk assessment
- Sales experience
- Team collaboration
- Loans
- Teller support
- Account maintenance
- Compliance knowledge
- Cash handling
- Customer service-oriented
- Time management
- Notary Services
Timeline
Relationship Banker
Bank of America
11.2017 - Current
Some College (No Degree) - Accounting And Finance
Monterey Peninsula College