Sonia Weiss
Barstow
Summary
Dynamic Banking Consultant with extensive experience at Flagstar Bank, excelling in client account management and financial advising. Proven track record in enhancing customer loyalty and satisfaction through effective communication and problem-solving skills. Adept at regulatory compliance and transaction processing, driving profitability while ensuring a secure banking environment.
Overview
3
3
years of professional experience
Work History
Banking Consultant
Flagstar Bank
Barstow
07.2024 - 03.2025
- Generated leads through networking events, referrals and cold calling prospects.
- Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
- Managed client accounts, ensuring accurate transaction processing and exceptional service delivery.
- Advised customers on bank products, services and financial planning options.
- Completed thorough and accurate documentation for money movements, deposits or withdrawals.
- Developed and maintained relationships with new and existing clients, enhancing customer loyalty and bank profitability.
- Researched account information regarding loans and deposits.
- Discussed client financial options to keep customers informed regarding transactions.
- Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
- Resolved customer inquiries and complaints, ensuring satisfaction and compliance with banking regulations.
Assistant Manager
Famous Footwear
02.2022 - 09.2024
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Maintained a clean, safe, and organized store environment to enhance the customer experience.
- Developed strong working relationships with staff, fostering a positive work environment.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Oversaw daily cash reconciliations, ensuring accurate financial reporting and minimizing discrepancies.
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
- Managed inventory levels to minimize stockouts while reducing overhead costs.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
Education
High School Diploma -
The Lighthouse Christian Academy
Hesperia05.1998
Skills
- Money Handling
- Client account management
- Financial advising
- Regulatory compliance
- Customer relationship management
- Problem solving
- Transaction processing
- Effective communication
- Customer service
- Banking operations
- Digital banking
- Know your customer
- Teller background
- Balance transfers
- Relationship management
- Account servicing
- Consumer banking
- Account closing process
- Customer Relations
- Team motivation
- Product and service knowledge
References
References available upon request.
Timeline
Banking Consultant
Flagstar Bank
07.2024 - 03.2025
Assistant Manager
Famous Footwear
02.2022 - 09.2024
High School Diploma -
The Lighthouse Christian Academy
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