Maria Palacios
Norwalk
Summary
Banking professional prepared to excel in client-focused environment. Background in delivering personalized financial advice and contributing to significant customer retention. Known for reliable collaboration and adaptability to changing needs. Skilled in financial analysis and customer engagement.
Overview
8
8
years of professional experience
Work History
Relationship Banker
Bank of America
06.2021 - Current
- Delivered tailored advice on financial products and services to meet client needs
- Helped clients manage finances through Life Plan and opened new accounts
- Deepened relationships to uncover financial goals and recommend relevant deposit/lending products
Customer Service Representative
Bank of America
08.2019 - 07.2021
- Built strong customer relationships by providing outstanding service
- Assisted clients with deposits, withdrawals, check cashing, and general inquiries
- Connected clients with relationship bankers to enhance their financial well-being
Currency Exchange Specialist
Xchange Of America
03.2019 - 10.2019
- Exchanged currency accurately and provided detailed information on currency purchases
- Highlighted the features and benefits of company products and services
- Maintained accurate cash balances and organized customer files
- Ensured superior customer service to create a welcoming environment
Special Services
The Home Depot
07.2018 - 01.2019
- Assisted customers with home projects and ensured smooth completion of special/online orders
- Delivered exceptional customer service and facilitated returns or transactions seamlessly
- Ensured department cleanliness to uphold safety standards
Supervisor, Baby Department
Toys R Us
05.2017 - 07.2018
- Guided customers in selecting baby furniture and creating baby registries
- Coordinated department events and promotions, including toy events
- Processed orders for out-of-stock items and handled cashier/service desk duties as needed
- Contacted baby registry customers about special deals and coupons
- Maintained a clean and safe shopping environment by stocking shelves and ensuring department organization
Education
High School Diploma -
William and Carol Ouchi High School
06.2015
Skills
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
- Communication
- Collaboration
- Organization
- Leadership
- Cash Handling
- Event Coordination
- Customer Service
- Sales expertise
- Relationship building and management
- Multitasking Abilities
Languages
Spanish
English
Timeline
Relationship Banker
Bank of America
06.2021 - Current
Customer Service Representative
Bank of America
08.2019 - 07.2021
Currency Exchange Specialist
Xchange Of America
03.2019 - 10.2019
Special Services
The Home Depot
07.2018 - 01.2019
Supervisor, Baby Department
Toys R Us
05.2017 - 07.2018
High School Diploma -
William and Carol Ouchi High School
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