Lizette Cazares
Salinas
Summary
Dynamic Senior Banker with a proven track record at Bank of America, excelling in customer relationship management and loan structuring. Cultivated strong client connections, driving significant portfolio growth and enhancing referrals. Recognized for operational efficiency and adeptly resolving complex issues, ensuring client satisfaction and loyalty.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Senior Banker
Bank of America
01.2017 - 05.2025
- Developed long-lasting relationships with clients, resulting in an expanded customer base and increased referrals.
- Managed a diverse portfolio of high-net-worth individuals, effectively addressing their banking and investment needs.
- Played an active role in driving sales targets by proactively pitching new products/services to both existing and prospective clients.
- Provided exceptional customer service, resolving complex issues promptly to maintain client trust and loyalty.
Personal Banker
Wells Fargo
02.2009 - 05.2017
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Promoted financial products by maintaining excellent service offering knowledge.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
Education
High School Diploma -
Soledad High School
Soledad, CA06.2008
Skills
- Loan structuring
- Cash handling
- Operational efficiency
- Analyzing data
- Customer relationship management
- Risk management policies
- ATM balancing
- State law compliance
- Document verification
Certification
Notary
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Senior Banker
Bank of America
01.2017 - 05.2025
Personal Banker
Wells Fargo
02.2009 - 05.2017
High School Diploma -
Soledad High School
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