MARIA GONZALEZ
Zion
Summary
As a dedicated Senior Relationship Banker, I specialize in providing industry professionals and business owners with the banking solutions needed to meet their unique financial objectives. My clients receive individualized attention from a team who makes their banking needs a priority. Whether your goal is to preserve your wealth or streamline your day-to day- banking operations our team offers guidance and a full suite of competitive deposit and liquidity products to support you and your family.
Overview
10
10
years of professional experience
Work History
SENIOR UNIVERSAL BANKER
FIRST BANK CHICAGO
06.2016 - Current
- Provide tailored banking solutions to high-net worth individuals and business clients.
- Manage clients portfolios and deliver exceptional service to grow and retain client relationships.
- Lead cross-selling efforts for deposit, credit and treasury products.
- Ensure compliance with regulatory and operational policies.
- Generated monthly reports on customer activity and customer feedback.
- Counted, verified and handled bank deposits and armored car transactions.
- Trained new hires on customer service policies and procedures.
- Balanced teller drawers and ATM cash.
- Monitored and verified suspicious activity on customer accounts.
- Executed wire transfers, stop payments and account transfers.
- Educated customers on online banking and mobile banking applications.
- Provided Medallion Guarantee and Notary services.
Universal Banker
Wintrust Bank
04.2016 - 06.2016
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
- Educated customers on features and benefits of banking products and services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
Client Service Representative (CSR) Teller
First Midwest Bank
06.2015 - 04.2016
- Educated customers on online banking and mobile banking applications.
- Executed wire transfers, stop payments and account transfers.
- Monitored and verified suspicious activity on customer accounts.
- Counted, verified and handled bank deposits and armored car transactions.
- Cross-sold credit cards, loans and other bank products.
- Assisted customers with banking needs and inquiries.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Identified sales opportunities and referred customers to branch partners in financial services.
Education
Associate of Arts -
Waukegan High School
Waukegan, ILSkills
- Client Relationship Management
- Business Banking
- Cross-Selling & Product Knowledge
- Notary Public
- Bilingual
- CRM & Banking Software
- Microsoft Office Suite
- Cash Handling & Branch Operations
- Notary Services
- Account opening & Servicing
- Compliance & Risk Management
- Deposit & Lending Services
- Cross - Selling & Product Knowledge
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
SENIOR UNIVERSAL BANKER
FIRST BANK CHICAGO
06.2016 - Current
Universal Banker
Wintrust Bank
04.2016 - 06.2016
Client Service Representative (CSR) Teller
First Midwest Bank
06.2015 - 04.2016
Associate of Arts -
Waukegan High School
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