Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

Maria Wetzel

San Diego

Summary

Dynamic bilingual professional with a proven track record at California Coast Credit Union and Coldwell Banker West, excelling in client financial empowerment and real estate transactions. Leveraged strong negotiation skills and in-depth knowledge of the Chula Vista/San Diego area to exceed sales goals and foster lasting client relationships. Expert in sales strategy and customer service, ensuring seamless, positive experiences.

Overview

10
10
years of professional experience

Work History

Personal Financial Representative

California Coast Credit Union
06.2021 - Current
  • Educated clients on various investment options, empowering them to make informed decisions about their finances.
  • Monitored clients' accounts to determine changes to improve performance or accommodate life changes.
  • Initiated customer relationships through prospecting, lead utilization, local market and community involvement.
  • Mentored junior team members by sharing best practices and offering guidance on complex financial matters when needed.
  • Meet and exceeds established monthly/annual sales and service goals.
  • Address difficult member situations and resolves in a positive manner.
  • Open new memberships ensuring process and documentation are accurate and complete.
  • Promote and cross-sell CCCU products and services to member in order to encourage long-term financial relationship with the credit union.

Realtor

Coldwell Banker West
06.2015 - 12.2024
  • Coordinated various aspects of real estate transactions such as inspections, appraisals, and financing arrangements, minimizing delays and challenges for clients.
  • Built lasting relationships with clients through excellent communication, personalized service, and dedication to their needs.
  • Developed strong knowledge of local market conditions, allowing for accurate pricing strategies and targeted marketing efforts.
  • Enhanced client satisfaction with diligent follow-up after closing, ensuring a positive experience overall.
  • Delivered exceptional customer service by addressing client concerns promptly and professionally throughout the entire transaction process.
  • Streamlined contract negotiations by meticulously reviewing documents and communicating clearly with all involved parties.
  • Collaborated with other agents to ensure timely closings and successful transactions for all parties involved.
  • Generated leads for potential buyers and sellers by hosting open houses, conducting market analysis, and networking within the community.

Education

Business Management

University of Nevada, Las Vegas
Las Vegas, NV

Associate of Arts -

Southwestern College
Chula Vista, CA
05-1995

Skills

  • Bilingual in English and Spanish
  • Knowledge of Chula Vista/San Diego area
  • Sales driven
  • Friendly and charismatic
  • Strong negotiation skills
  • Prospecting
  • Sales negotiation

Accomplishments

As a PFR III I have been able to meet/exceed monthly and annual sales and service goals. I provide quality service to all members and non-members. Having knowledge of all products and services allows me to cater to my members needs. Maintain a through knowledge of policies and procedures. Open new accounts ensuring process and documentation are accurate and complete. Promote and cross-sell CCCU products and services to members in order to encourage a long-term financial relationship with credit union. Process consumer and real estate loans, address difficult member situations and resolve in a positive manner. participate in activities to increase member growth and retention.

Languages

Spanish
Full Professional

Timeline

Personal Financial Representative

California Coast Credit Union
06.2021 - Current

Realtor

Coldwell Banker West
06.2015 - 12.2024

Business Management

University of Nevada, Las Vegas

Associate of Arts -

Southwestern College

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Maria Wetzel