Alejandra Herrera
Dalton
Summary
Dynamic banking professional with a proven track record of delivering personalized financial advice that drives customer retention in client-focused environments. Recognized for fostering reliable collaboration and adapting seamlessly to evolving client needs. Expertise in financial analysis and customer engagement enhances the ability to build strong relationships and provide tailored solutions. Committed to exceeding client expectations while contributing to organizational success.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Relationship Banker II
Regions
05.2023 - Current
- Interpretation of financial statements, calculation of financial ratios
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Participated in ongoing professional development opportunities to remain current in industry best practices and continually improve service provision.
- Conducted comprehensive financial reviews for clients, resulting in more informed decision-making and better risk management.
- Oversaw risk assessment procedures for loan applications, ensuring compliance with regulatory standards.
- Monitored performance metrics to identify areas for improvement in service delivery and client engagement.
Senior Teller
BB&T
06.2021 - 02.2023
- Provide excellent service got recognized as the Voice of the client for excellent customer service throughout the year.
- Mentored junior tellers, enhancing team performance through training and development programs.
- Streamlined cash handling procedures, reducing discrepancies and improving accuracy in transactions.
- Resolved complex customer inquiries, demonstrating strong problem-solving skills and maintaining positive relationships.
- Delivered exceptional service while managing high-volume cash transactions during peak business hours without compromising accuracy or efficiency levels.
- Conducted thorough audits of teller cash drawers, vaults, and ATMs, contributing to branch compliance with internal controls and regulatory standards.
Education
Associate of Science - Business Administration
Dalton State College
Dalton, Georgia05.2022
Bachelor of Business Administration - Finance and Applied Economics
Dalton State College
Dalton, Georgia05.2023
Skills
- Microsoft: PowerPoint (creation of presentation, structuring), Word (assembling documents, typing papers), Excel (charts and data input)
- Fluent In Spanish (orally & written)
- Relationship building and management
- Customer Service-oriented
- Financial services
- Financial advising
- Community relations
- Risk assessment
- Business development
- Policy development and implementation
- Persuasive communication style
- Cash flow analysis
Certification
- IRS VITA/TCE Tax slayer (tax returns)
- Tax Preparer Certification through Latino Tax Professionals IRS TAX preparer
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Senior Relationship Banker II
Regions
05.2023 - Current
Senior Teller
BB&T
06.2021 - 02.2023
Associate of Science - Business Administration
Dalton State College
Bachelor of Business Administration - Finance and Applied Economics
Dalton State College