Lizz Vasquez
Granville
Summary
Dynamic Senior Relationship Banker at Heartland Bank and Trust Company with proven expertise in cash handling and relationship management. Recognized for enhancing client satisfaction through tailored financial solutions and exceptional customer service. Adept at problem-solving and fostering trust, contributing to increased client retention and loyalty. Committed to continuous improvement and team collaboration.
Overview
16
16
years of professional experience
Work History
Senior Relationship Banker
Heartland Bank and Trust Company
01.2019 - 06.2025
- Assisted clients with account inquiries and banking services, ensuring a positive customer experience.
- Developed knowledge of financial products to provide tailored solutions for clients' needs.
- Supported daily operations by processing transactions accurately and efficiently.
- Collaborated with team members to maintain compliance with banking regulations and policies.
- Engaged in continuous learning to enhance skills in relationship management and customer service.
- Resolved client issues promptly, fostering trust and loyalty in banking relationships.
- Increased cross-selling opportunities through identifying clients'' needs and recommending appropriate banking products.
- Resolved complex customer issues, resulting in increased trust and loyalty among clients.
- Mentored junior Relationship Bankers, sharing best practices for success in the role.
- Collaborated with branch team members to achieve sales targets and improve overall performance.
- Participated in regular training sessions to stay up-to-date on industry trends and maintain expertise in banking products and services.
- Conducted financial reviews with clients to identify opportunities for additional product offerings or improvements in their current situation.
- Assisted customers with completing required forms for opening and closing bank accounts.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Referred customers to other banking departments for specialized services.
- Educated customers on online banking and mobile banking applications.
- Maintained friendly and professional customer interactions.
- Assisted customers with banking needs and inquiries.
- Counted, verified and handled bank deposits and armored car transactions.
- Executed wire transfers, stop payments and account transfers.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Trained new hires on customer service policies and procedures.
- Arranged monies received in cash boxes and coin dispensers according to denomination.
- Generated revenue growth by successfully closing deals on loans, lines of credit, mortgages, and other banking products.
Shift Manager
McDonald's Restaurant
06.2013 - 01.2019
- Handled escalated customer issues effectively, demonstrating strong problem-solving skills while upholding company values and standards.
- Trained new employees on company policies, procedures, and job responsibilities, ensuring seamless integration into the team.
- Improved overall team performance by effectively delegating tasks and providing clear instructions.
- Promoted a positive work environment through open communication and constructive feedback.
- Supervised employees and oversaw quality compliance with company standards for food and services.
- Worked closely with team members to schedule breaks and shifts to meet state regulations.
- Coached crew members to optimize performance and motivate toward more efficient work.
- Excelled in every store position and regularly backed up front-line staff.
- Collaborated with other Shift Managers to maintain consistency in policies enforcement across all shifts, fostering a cohesive workplace culture.
- Achieved consistent customer satisfaction by addressing concerns promptly and professionally.
- Exercised composure under pressure and in escalated customer service scenarios.
- Advised new employees on company procedures and policies to facilitate daily tasks and responsibilities.
- Adhered to company standards and compliance requirements for operations and cleanliness of areas.
- Ensured strict adherence to safety guidelines, reducing workplace accidents and incidents significantly over time.
- Provided ongoing coaching to team members in order to drive continuous improvement in their performance levels consistently over time.
- Led by example, demonstrating strong work ethic and commitment to excellence, inspiring staff to achieve their best.
- Facilitated team-oriented atmosphere, encouraging collaboration and mutual support among staff members.
- Resolved customer complaints with effective problem-solving techniques, maintaining high levels of customer loyalty.
- Supervised ongoing daily production phases.
- Monitored inventory levels closely, maintaining optimal stock availability while minimizing waste and costs.
Sales Associate
Spencer's Gifts
11.2011 - 04.2012
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Built relationships with customers to encourage repeat business.
- Managed returns, exchanges and refunds in accordance with store policy.
- Prepared merchandise for sales floor by pricing or tagging.
- Helped customers locate products and checked store system for merchandise at other sites.
- Answered customer questions about sizing, accessories, and merchandise care.
- Provided positive first impressions to welcome existing, new, and potential customers.
- Rotated stock and restocked shelves to maintain product availability and store appearance.
- Engaged with customers to build rapport and loyalty.
- Boosted customer satisfaction levels through exceptional service, addressing concerns promptly, and providing a welcoming store environment.
- Accurately processed POS transactions, returning coin, currency, payment cards, and receipts to customers.
- Assessed customer needs and utilized suggestive selling techniques to drive sales.
- Engaged with customers to effectively build rapport and lasting relationships.
- Contributed to visual merchandising efforts by creating eye-catching displays that showcased products effectively and enticed shoppers to make purchases.
Sales Associate
Spirit Halloween Store
07.2009 - 11.2009
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
- Solved customer challenges by offering relevant products and services.
- Provided personalized shopping experiences for repeat customers by remembering their preferences and offering tailored recommendations.
- Developed comprehensive product knowledge, enabling effective upselling and cross-selling.
- Participated in visual merchandising, creating attractive displays that stimulated customer interest and sales.
- Opened, shelved and merchandised new products in visually appealing and organized displays for optimal sales promotions.
- Built customer loyalty and retention by delivering excellent shopping experiences.
- Created inviting environment for customers by maintaining store organization and cleanliness.
- Provided exceptional services and pleasant shopping experiences to retail customers.
- Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
- Delivered energetic responses to customers in-store and by telephone, going above and beyond to serve needs.
- Prioritized helping customers over completing other routine tasks in store.
- Answered customer questions about sizing, accessories, and merchandise care.
- Rotated stock and restocked shelves to maintain product availability and store appearance.
Education
High School Diploma - General Studies
Glenbard South High School
Glen Ellyn, IL05.2009
Skills
- Cash flow analysis
- Portfolio management
- Cash handling
- Customer Service-oriented
- Relationship building and management
- Banking
- Teller support
- Resourcefulness
- Policy development and implementation
- Community relations
- Financial services
- Sales expertise
- Persuasive communication style
- Account closings
- Positive attitude
- Teamwork
- Customer service
- Problem-solving
- Honest and dependable
- Time management
- Reliable and responsible
- Multitasking Abilities
- Relationship building
- Pleasant and personable
- Professionalism
- Adaptability
- Vault monitoring
Timeline
Senior Relationship Banker
Heartland Bank and Trust Company
01.2019 - 06.2025
Shift Manager
McDonald's Restaurant
06.2013 - 01.2019
Sales Associate
Spencer's Gifts
11.2011 - 04.2012
Sales Associate
Spirit Halloween Store
07.2009 - 11.2009
High School Diploma - General Studies
Glenbard South High School
Similar Profiles
KELLY MALINOWSKIKELLY MALINOWSKI
Marketing Manager at Heartland Bank and Trust CompanyMarketing Manager at Heartland Bank and Trust Company
Amanda FultsAmanda Fults
Senior Relationship Banker at Heartland Bank & Trust CompanySenior Relationship Banker at Heartland Bank & Trust Company
Jason GibsonJason Gibson
Assistant Vice President - Commercial Lender I at Heartland Bank and TrustAssistant Vice President - Commercial Lender I at Heartland Bank and Trust
Chelsea ZiganChelsea Zigan
Director of Nursing, Medical Surgical, Surgical Oncology and Surgical Orthopedics at Grant Medical CenterDirector of Nursing, Medical Surgical, Surgical Oncology and Surgical Orthopedics at Grant Medical Center
Swajanya Selvamathi VenkatesanSwajanya Selvamathi Venkatesan
Associate Dentist at Xpressions Smile CareAssociate Dentist at Xpressions Smile Care