Ramon Castro Email and Phone Number

-Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially-Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications-Receive direction from managers and exercise judgement within defined policies and proceduresDevelop understanding of bank products and services to connect to customers' needs-Interact with customers to demonstrate care and build relationships-Provide appropriate options for bank products and services to customer-Refer customers' financial needs to other bankers and partners as needed

Engaging clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby trace, checking clients into the waiting queue, and scheduling/canceling client meetings.Helping clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit, or helping update their address, accurately and effectively, while complying with all policies, procedures and regulatory and banking requirementsEducing clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs.Building relationships with clients by sharing product knowledge and solutions and introducing them to our licensed bankers when an additional opportunity is idented.Assisting clients and the branch team by helping with new account openings when neededPerforming branch operations, which may include managing cash devices (e.g., cash vault, ATM, etc.) and ensuring branch facilities are presented cleanly and securely, while conforming to established operational and security procedures.

Entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the customer service function.The overall objective is to provide high quality customer service and to help the branch generate revenue by delivering optimal solutions.Serve as the rst point of contact for Citi clients and provide a positive rst impression through friendly and efficient customer service.Perform efficient and accurate banking transactions, including, managing the cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash.Identify referral opportunities for new products and services based on the client’s nancial goals, and complete new account acquisitions when applicable.Exhibited exceptional customer service with an average score of 97% on customer surveys, processed an average of 250 customer transactions per day, and met target cross-selling quotas on a consistent basis.

Explain products or services and prices.Contact customers to persuade them to purchase merchandise or services.Demonstrate or explain products, methods, or services to persuade customers to purchase products or use service