Jaqueline Contreras
Commerce City
Summary
Dynamic retail relationship banker with a proven track record at BMO Bank of Montreal, excelling in client engagement and relationship management. Adept at cross-selling financial solutions while ensuring customer satisfaction. Bilingual and organized, I foster teamwork and creativity to build loyal customer bases and drive repeat business. Resourceful Retail Relationship Banker known for high productivity and efficient task completion. Skilled in customer relationship management, financial product sales, and risk management. Excels in communication, problem-solving, and adaptability, ensuring optimal service delivery and client satisfaction in fast-paced environments.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Retail Relationship Banker
BMO Bank of Montreal
10.2023 - Current
- Assisting customers with opening accounts, completing loan applications, and recommending new services.
- Follow up to ensure customer satisfaction, create a loyal customer base, and encourage repeat business.
- Collaborate with the team to ensure the satisfaction of the needs of the customers.
- Help customers understand and be aware of fraud.
Client Relationship Consultant
US Bank
10.2022 - 09.2023
- Ensure customer satisfaction and service.
- Evaluate clients' needs and expectations, establishing clear goals for each individual engagement.
- Provided well-rounded assistance as a teller and a banker.
- Collaborated with cross-functional teams to successfully deliver financial solutions.
- Helped customers stay secure and knowledgeable about fraud.
General Manager
Little Caesars
09.2021 - 10.2022
- Provide excellent customer service.
- Help resolve issues to retain and achieve customer satisfaction.
- Training crew members to become future leaders.
- Ensure the crew was up to standard in customer service.
Assistant Manager
Little Caesars
07.2020 - 09.2021
- Provide excellent customer service.
- Leader of the shift.
- Responsible for scheduling employees.
- Achieving customer satisfaction.
- Interviewing possible new crew members.
Education
High school -
Adams City High School
05.2020
Skills
- Fast learner
- Responsible
- Bilingual
- Communication
- Creativity
- Organized
- Teamwork
- Customer service
- Adaptability
- Competitive
- Client engagement
- Team collaboration
- Cross-selling
- Banking
- Relationship building and management
Accomplishments
- Being the youngest General Manager of the whole region at the time, 09/01/21 - 10/01/22
- In a month I manage to achieve more than half of my goal of our current sales goals. 05/01/23 - 06/01/23
Projects
A personal project for myself is to be able to become part of the digital field
Hobbies and Interests
- Reading, travel, computer programing.
Certification
- Certification for lending products
Timeline
Retail Relationship Banker
BMO Bank of Montreal
10.2023 - Current
Client Relationship Consultant
US Bank
10.2022 - 09.2023
General Manager
Little Caesars
09.2021 - 10.2022
Assistant Manager
Little Caesars
07.2020 - 09.2021
High school -
Adams City High School
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