HERBERT NAVARRO
Memphis
Summary
Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.
Overview
9
9
years of professional experience
Work History
Relationship Banker
Truist Bank
09.2023 - Current
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Tailored investment advice to align with clients' financial goals, fostering long-term growth.
Bank Teller
Cadence Bank
07.2021 - 09.2023
- Followed company and regulatory policies to protect customer and bank assets
- Counted items, recorded amounts, documented serial numbers, and signed and dated receipts and manifests
- Served as a first point of contact for clients, creating positive first impressions through friendly and expert customer service
- Researched, troubleshot, and resolved customer and internal inquiries to maintain satisfaction levels
- Used good cash handling skills and attention to detail to maintain a balanced cash box, Vault, and ATM
Landscaper
Self-Employed
09.2016 - 07.2021
- Accepted and processed customers' payments in cash, credit cards, and checks, checking for validity
- Contact existing and new customers to discover their needs and explain how certain services could be useful
- Followed up on customers ensuring their satisfaction with their purchases
- Became self-directed in order to run and maintain a business
Back of House Cook
Newk's Eatery
05.2016 - 09.2016
- Communicated with employees and upper management to ensure complete care of customers
- Complied with portioning requirements to adhere to budget and minimize waste
- Paid close attention to presentation, producing attractive dishes in line with restaurant standards
- Keeping close communication with team workers to ensure that customers' orders were completed in a timely manner
Education
Bachelor of Arts - Accounting
University of Memphis
Memphis, TN12-2025
Associate of Arts - Accounting
Southwest Community College
Memphis, TN05.2019
Skills
- Perpetual method sales-related transactions
- Asset protection
- Microsoft/ Financial software
- Bank statement reconciliation
- Fraud detection
- Regulatory compliance
- Spreadsheets and journal entries
- Relationship building and management
- Loan origination
- NMLS License
LANGUAGE
Bi-lingual (Spanish & English)
Spanish, Fluent
Timeline
Relationship Banker
Truist Bank
09.2023 - Current
Bank Teller
Cadence Bank
07.2021 - 09.2023
Landscaper
Self-Employed
09.2016 - 07.2021
Back of House Cook
Newk's Eatery
05.2016 - 09.2016
Associate of Arts - Accounting
Southwest Community College
Bachelor of Arts - Accounting
University of Memphis
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