Margaret Huitron
North Hills
Summary
Driven banking professional with years of experience, seeking a Financial Solutions Advisor Role, Highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Proven ability to deliver exceptional service, fostering long-term client trust. Committed to empowering clients through tailored financial solutions,
Overview
6
6
years of professional experience
Work History
Relationship Banker
Bank of America
07.2023 - Current
- Maintained up-to-date knowledge of banking products to provide expert advice to clients effectively.
- Educated customers on features and benefits of online banking and services.
- Cultivated strong customer relationships by providing tailored advice and services.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Collaborated with team to improve overall performance and achieve sales targets consistently.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Passionate about learning and committed to continual improvement.
Customer Service Representative Teller
Bank Of America
05.2018 - 07.2023
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service
- Responded proactively and positively to rapid change
- Exercised composure under pressure and in escalated customer service scenarios
- Maintained accurate records of customer transactions in line with bank procedures
- Monitored and reported suspicious activity in line with bank security policies
- Disbursed cash and checks accurately while maintaining security of cash drawers
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow
Education
High School Diploma -
James Monroe High School
North Hills, CA06.2014
Skills
- Flexible
- Interpersonal Communication
- Approachable
- Bilingual in Spanish
- Products and Services Knowledge
- Cross-Selling and Partner Referrals
Timeline
Relationship Banker
Bank of America
07.2023 - Current
Customer Service Representative Teller
Bank Of America
05.2018 - 07.2023
High School Diploma -
James Monroe High School
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