Veronica Holt
Tulare
Summary
Dynamic financial services professional with extensive experience at US Bank NA, excelling in customer service and relationship management. Proven track record in enhancing operational efficiency and resolving complex client issues. Skilled in financial analysis and training development, fostering client loyalty through tailored banking solutions and comprehensive financial education.
Overview
16
16
years of professional experience
Work History
Client Consultant III
US Bank NA
Hanford
11.2018 - Current
- Assisted customers with account inquiries and financial product information.
- Processed loan applications and facilitated approvals for clients.
- Educated clients on banking services to enhance their financial literacy.
- Developed strong customer relationships through personalized banking solutions.
- Assisted customers with account inquiries and transaction processes efficiently.
- Resolved customer issues promptly, ensuring satisfaction and loyalty retention.
- All bankers are supervisors of the branch and perform all supervisor duties in the absence of the branch manager.
- Implemented new operational procedures to improve service delivery efficiency.
- Analyzed client financial situations to recommend appropriate banking options.
- Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
- Trained new staff on customer service protocols and banking systems effectively.
Financial Services Consultant
Bank of the West
Tulare
07.2012 - 11.2018
- Analyzed financial data to identify trends and provide recommendations.
- Advised clients on investment strategies and financial planning options.
- Developed comprehensive reports on market conditions and performance analysis.
- Collaborated with team members to enhance customer service initiatives.
- Educated clients on banking products and services tailored to their needs.
- Managed compliance with regulatory requirements in financial transactions.
- Resolved client inquiries efficiently, maintaining high satisfaction levels.
Personal Banker
Wells Fargo Bank, N.A.
Hanford
06.2009 - 07.2012
- Assisted customers with account inquiries and financial product information.
- Processed loan applications and facilitated approvals for clients.
- Educated clients on banking services to enhance their financial literacy.
- Collaborated with team members to improve customer service strategies.
- Resolved customer issues promptly, ensuring a positive banking experience.
- Maintained up-to-date knowledge of banking regulations and policies.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Provided customer service to clients, including answering questions and resolving issues.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Education
Associate of Science - Business Administration
Lemoore College
Lemoore, CA05-2025
Skills
- Customer service
- Relationship management
- Training development
- Compliance management
- Financial analysis
- Problem resolution
- Operational efficiency
- Marketing strategies
- Client profile building
- Database management
- Account management
Accomplishments
- I am Apart of the Honors Society for having a 3.51 GPA in my field of study.
Affiliations
- In High School I was apart of BSU (Black Student Union)
Timeline
Client Consultant III
US Bank NA
11.2018 - Current
Financial Services Consultant
Bank of the West
07.2012 - 11.2018
Personal Banker
Wells Fargo Bank, N.A.
06.2009 - 07.2012
Associate of Science - Business Administration
Lemoore College