Jaaziel M. Diaz
Haverhill
Summary
Experienced Senior Relationship Banker with over 5 years of progressive banking experience and a proven track record of improving customer satisfaction and increasing revenue. Proficient in team leadership, operational excellence and regulatory compliance.
Overview
7
7
years of professional experience
Work History
Senior Relationship Banker
Santander Bank Us
09.2021 - Current
- Manage portfolio accounts and monitor issues in need of attention by applying conflict resolution skills and extensive knowledge of policies, products and services.
- Evaluate client financial positions and identify the most appropriate solution for deposit, lending and small business needs.
- Continuously boost branch production and revenue by consistently exceeding all monthly and quarterly sales goals.
- Train new hires, resulting in stronger staff development.
- Attend Community Reinvestment Act events representing the company to educate students in the banking industry.
- Prepare working papers, reports and supporting documentation for audits.
- Process quarterly and monthly audits with zero error rate.
Relationship Banker
Santander Bank Us
01.2020 - 09.2021
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
- Implemented strategies to increase customer retention, enabling investment growth.
- Analyzed customers' financial information to deliver personalized account guidance.
Teller
Santander Bank Us
12.2016 - 01.2020
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Maintained accurate records of customer transactions in line with bank procedures.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Created teller transaction tracking sheets to assist with processing accuracy and to simplify difference corrections that are now utilized district wide.
Education
High School Diploma -
Whittier Regional Vocational Technical High School
Haverhill, MA06.2016
Skills
- High-Volume Environments
- Conflict Resolution Techniques
- Account Services
- Persuasive Communication Style
- Employee Motivation
- Audits
- Cash Handling
- Operational Efficiency
- Revenue Growth
- Creative Thinking
- Customer Interaction
- Community Reinvestment Act
Language
Spanish
Native or Bilingual
Timeline
Senior Relationship Banker
Santander Bank Us
09.2021 - Current
Relationship Banker
Santander Bank Us
01.2020 - 09.2021
Teller
Santander Bank Us
12.2016 - 01.2020
High School Diploma -
Whittier Regional Vocational Technical High School
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