Talia Tovar
Sherman Oaks
Summary
Professional, energetic, and personable salesperson with experience completing sales, helping customers, and financial center operational. Reliable and efficient team player with excellent communication skills, attention to detail, and passion for building impactful customer relationships.
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
16
16
years of professional experience
Work History
Senior Banker
Bank of America
01.2020 - Current
- Support new customers in opening checking and saving accounts including reviewing client financial documentation and transactions
- Introduced [banking, loan, and credit card] products to customers and provided recommendations based on their financial needs
- Led consultative meetings with existing customers and prospects to evaluate banking needs, identify sales opportunities, and provide education on financial solutions, including [checking accounts, mortgage loans, savings accounts, and online banking.
- Great peer communication and support, team player and coachable
- Fast learner to new applications and software
- Effective time manage and multi tasks
- Met with members to understand goals and recommend solutions to fit specific needs.
- Referred customer to specialized partners
- Developed and maintained strong customer relationships, providing exceptional service and advice.
Customer Services and Sales Representative
Wells Fargo
08.2017 - 01.2020
- Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals.
- Assisting their customers with any financial needs. Process applications and verify account details, helping the client achieve his or her goals in life through sound guidance on money management principles that will work best for them.
- Opened, closed, and updated accounts for customers.
- Educated customers on features and benefits of banking products and services.
- Referred customers to other banking departments for specialized services.
Assistant Manager
Confianza Auto Insurance
09.2009 - 07.2017
- Supervise a team of 2 to 4 workers
- Address and resolve various customer questions and concerns
- Gained strong foundation in customer service, team collaboration, and task prioritization
- Hire and train a team of sales representatives
Education
Degree Not Obtained - Business Administration
Rio Hondo College
06.2008
Skills
- Notary
- Licensed Insurance Agent
- Communication Skills, Problem Solving, Active Listening, Time Management
- Self-disciplined in managing time and capacity
- Banking solutions
- Team player and collaborator
- Client focus in building relationships
- Active Listening
- bilingual in Spanish
- Account Management
Languages
English
Spanish
Timeline
Senior Banker
Bank of America
01.2020 - Current
Customer Services and Sales Representative
Wells Fargo
08.2017 - 01.2020
Assistant Manager
Confianza Auto Insurance
09.2009 - 07.2017
Degree Not Obtained - Business Administration
Rio Hondo College
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