Bilingual with 5+ years of client-facing experience, specializing in financial services, risk assessment, and customer relationship management.
• Deliver personalized financial services, including account management, investment product advising, and lending solutions.
• Build and maintain strong client relationships, providing consistent support and guidance.
• Collaborate with team members to achieve branch sales goals while ensuring compliance and operational efficiency.
• Supervised daily store operations including cash handling, merchandising, and customer service.
• Trained and coached new employees, ensuring high service standards and sales effectiveness.
• Boosted customer loyalty and retention through personalized engagement and product recommendations.
Retail Banking Customer Service Financial Advising Risk Assessment Leadership Communication Time Management