Leticia Molina
Wilmington
Summary
Proven Client Relationship Consultant with a track record of fostering robust client relationships and delivering exceptional results at US Bank. Excelled in problem-solving and maintaining meticulous attention to detail, significantly enhancing client satisfaction and retention. Skilled in analyzing financial needs and recommending tailored solutions, demonstrating both hard and soft skills essential for client success.
Overview
23
23
years of professional experience
Work History
Client Relationship Consultant
US Bank
02.2001 - 04.2024
- Delivered outstanding service to clients to maintain and extend relationship for future business opportunities.
- Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
- Proactively assess clients financial information by completing a needs assessment to determine current and future needs
- Summarize and discuss the opportunities uncover, recommend, present and sell appropriate and services
- interview loan applicants to elicit information, determine appropriate loans, cross-sell opportunities, communicate decisions or recommendations
- Assure proper handling of service requests and resolution of customer problems
- Exercise sound judgment when processing customer transactions and providing approvals
- Proven ability to build and foster relationships with clients through proactive outreach and follow up
- Participated in the PPP (Protection Plan Program)
- Strong client relationships based on trust, assessing and attending to customers banking needs, obtaining & processing customer and account information, demonstrating and advocating clients on available deposit and loan products & services, and recommending solutions based on each customers unique goals and needs
Education
Bachelor of Science - Business Administration
Califonia State University Dominguez Hills
Carson, CA05.1990
Skills
- Problem-Solving
- Attention to Detail
- Client Relationships
Timeline
Client Relationship Consultant
US Bank
02.2001 - 04.2024
Bachelor of Science - Business Administration
Califonia State University Dominguez Hills
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