Summary
Overview
Work History
Education
Skills
Licenses and certifications:
Timeline
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Maria Hernandez

Dawsonville

Summary

Dedicated banker proficient in setting up new customer accounts, adhering to security protocols, and assisting with audits. Well-organized with strong relationship-building, time management, and documentation skills. Ready to leverage several years' experience in related roles to excel in a dynamic position with your company.

Overview

9
9
years of professional experience

Work History

Private Client Banker

Chase Bank
Cumming
07.2023 - Current
  • Shared the value of Chase Private Client with affluent customers
  • Actively managed my banking relationship through an advice- based approach, ensuring each client receives the best products and services for their needs
  • Partner with Specialist (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
  • Adheres to policies, procedures, and regulatory banking requirements
  • Collaborated with team members to enhance customer service and operational efficiency.
  • Educated clients on digital banking tools for improved account management and accessibility.
  • Organized client meetings to discuss account performance and future financial plans.
  • Resolved customer inquiries promptly, ensuring a positive banking experience for clients.

Relationship Banker

Chase Bank
Alpharetta
09.2021 - 07.2023
  • Cultivated strong customer relationships through personalized banking solutions.
  • Assisted clients with account inquiries and transactional needs efficiently.
  • Educated customers on banking products and services to enhance financial literacy.
  • Ability to educate, and connect customers with technology
  • Partner with specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers with experts who can help them either specialized financial needs

Personal Banker 1

Wells Fargo Bank
Roswell
01.2018 - 09.2021
  • Used consultative sales process and financial needs assessment to build thorough customer profiles.
  • Recommended banking products and services to members based on individual requirements.
  • Tracked changing retail consumer and small business products to offer each customer optimized solutions.
  • Complied with applicable banking laws and regulations and followed company security and operational procedures.
  • Served as first point of contact for clients and displayed positive first impressions through friendly and expert customer service.
  • Maintained accurate and balanced cash drawers by carefully counting funds and quickly investigating any discrepancy.
  • Developed relationships with customers, suggested suitable bank services, and met banking needs.

Customer Service and Sales Representative

Wells Fargo Bank
Roswell
03.2017 - 01.2018
  • Handled customer situations by making amicable decisions for customers and company.
  • Assisted customers with teller and banker transactions needs by engaging them in conversations and asking questions, learning about their financial needs, and proactively helping meet those needs.
  • Provided product, service, and digital options that align with their needs.
  • Maintained a cash drawer including taking in and giving out cash and balancing.
  • Helped to resolve customers concerns and escalating issues as needed.

Teller

Wells Fargo Bank
Alpharetta
03.2016 - 03.2017
  • Verified the integrity of deposit checks and money orders to protect customers and the bank from fraud.
  • Maintained accurate and balanced cash drawers by carefully counting funds and quickly investigating any discrepancy.
  • Followed policies and procedures to minimize risk.
  • Engaged in conversations with customers to build relationships and introduced them to other team members (as appropriate).
  • Provided exceptional customer service and efficiently processing transactions within established guidelines.

Education

High School Diploma -

South Forsyth High School
Cumming, GA

Skills

  • Relationship management
  • Regulatory compliance
  • Digital banking tools
  • Needs assessment
  • Customer service
  • Problem solving
  • Team collaboration
  • Communication skills

Licenses and certifications:

  • FINRA Series 6: Investment Company and Variable Contracts Products Representative
  • Life Insurance Agent (Including Annuities & Variable Contracts)
  • FINRA Series 63- Uniform Securities Agent State Law Exam
  • SIE (FINRA Securities Industry Essentials)

Timeline

Private Client Banker

Chase Bank
07.2023 - Current

Relationship Banker

Chase Bank
09.2021 - 07.2023

Personal Banker 1

Wells Fargo Bank
01.2018 - 09.2021

Customer Service and Sales Representative

Wells Fargo Bank
03.2017 - 01.2018

Teller

Wells Fargo Bank
03.2016 - 03.2017

High School Diploma -

South Forsyth High School
Maria Hernandez