Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Raul Martinez Jr.

Arvada

Summary

Dynamic Senior Personal Banker at Firstbank Of Colorado with a proven track record in relationship management and customer satisfaction. Expert in cross-selling financial services while ensuring compliance with banking policies. Recognized for resolving complex inquiries and enhancing customer loyalty through exceptional service and effective communication.

Overview

19
19
years of professional experience

Work History

Senior Personal Banker

Firstbank Of Colorado
09.2022 - Current


  • Conducted financial reviews for customers, identifying opportunities for cross-selling additional products and services.
  • Ensured compliance with all regulatory requirements, protecting both the bank''s reputation and its customers'' interests.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Completing daily reports
  • Cash ordering
  • Verifying maintenance
  • Reviewing large deposits
  • Notaries
  • Cash Advances
  • Cashing and depositing checks

Independent Contractor

GrubHub
01.2017 - Current
  • Delivered outstanding service to customers to maintain and extend relationships for future business opportunities.
  • Developed and maintained strong working relationships with clients, leading to repeat business and referrals.
  • Communicated effectively with clients throughout the entire project lifecycle, keeping them informed of progress updates or any potential issues that arose.
  • Provided exceptional customer service by addressing client concerns promptly and offering solutions that met their needs.

Retail Sales Associate

Goodwill Industries Store & Donation Center
11.2021 - 09.2022
  • Greeted customers and helped with product questions, selections, and purchases.
  • Maintained a clean and organized store environment, enhancing the overall shopping experience for customers.
  • Helped customers complete purchases, locate items, and join reward programs.
  • Handled returns and exchanges professionally, resolving customer issues while adhering to company policies.

Customer Service Representative

Sprint
10.2006 - 07.2011
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Responded to customer requests for products, services, and company information.
  • Phone activations for retail and authorized dealers.

Education

GED -

Community College of Denver
Denver, CO

Skills

  • Relationship management
  • Positive attitude
  • Customer service
  • Branch operations
  • Verbal and written communication
  • Cash handling
  • Banking policies and procedures
  • Relationship building
  • Customer satisfaction
  • Banking
  • Professional appearance
  • Issues resolution
  • Teller support
  • Sales strategy
  • Account maintenance
  • Financial services
  • Fraud prevention
  • Cross-selling and upselling

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Timeline

Senior Personal Banker

Firstbank Of Colorado
09.2022 - Current

Retail Sales Associate

Goodwill Industries Store & Donation Center
11.2021 - 09.2022

Independent Contractor

GrubHub
01.2017 - Current

Customer Service Representative

Sprint
10.2006 - 07.2011

GED -

Community College of Denver

Similar Profiles

CREATE PROFILE
Raul Martinez Jr.