Karina Sanchez
Boston
Summary
Personable financial leader skilled in developing highly effective teams and managing daily branch operations with efficiency and a focus on client services. Well-versed in identifying areas in need of improvement and implementing actionable solutions to drive revenue and reduce expenditures. Aiming to fulfill a professional role to leverage several years of related experience.
Proactive financial leader with history of quality customer service and financial expertise. Goes above and beyond to meet corporate objectives. Offering many years of successful performance in branch management.
Diligent financial professional bringing several years of excellent performance in management roles. Strong history of meeting branch sales objectives through loan product expertise and targeted sales strategy.
Overview
4
4
years of professional experience
Work History
Senior Banker
Santander
Chelsea
08.2023 - Current
- Collaborated with branch team members to achieve Sales targets and improve overall performance.
- Cultivated strong customer relationships by providing tailored advice and services.
- Assisted Clients with credit applications, guiding them through the process from initial inquiry to loan approval.
- Engaged departments in customer satisfaction initiatives to uplift service ratings.
- Established Rapport with new clients to increase satisfaction and loyalty.
- Assisted clients with completing required forms for opening and closing bank accounts.
- Wires and followed Wire Rules.
- Answered Telephone inquiries on checking and savings accounts, loans and lines of credit.
- Maintained detailed records of testing activities, inspections, calibrations, audits.
Teller
Td Bank
Revere
08.2022 - 08.2023
- Maintained Cash Drawer accuracy by conducting regular audits and implementing effective cash handling practices.
- Generated monthly reports on customer activity and customer feedback.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- 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.
- Answered Telephone inquiries on checking and savings accounts, loans and lines of credit.
- Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
- Improved customer satisfaction by providing efficient and accurate transaction processing.
Customer Service Associate
Shaws
East Boston
04.2021 - 08.2022
- Spanish speaking translator.
- Enhanced productivity levels by anticipating needs and delivering outstanding support.
- Handled the whole store cash.
- Handled billing and payment issues following guidelines, resolving disputes properly.
- Developed and update databases to handle customer Data.
Education
Diploma -
Excel Academy Charter High School
East BostonSkills
- Banking
- Financial services
- Honest and dependable
- Quick learner
- Team leadership
- Reliable and responsible
- Compliance banking laws and regulations
- Customer relationship management
- Credit assessment
- Cash handling
- Record keeping
- Customer service
- Data analysis
- Team collaboration
- Problem solving
- Effective communication
- Time management
- Attention to detail
- Adaptability
- Financial advising
- Audit preparation
Languages
- English, Native, or bilingual
- Spanish, Native or Bilingual
Timeline
Senior Banker
Santander
08.2023 - Current
Teller
Td Bank
08.2022 - 08.2023
Customer Service Associate
Shaws
04.2021 - 08.2022
Diploma -
Excel Academy Charter High School