Cristina Moncada

Cristina Moncada Email and Phone Number

Premier Client Relationship Consultant - U.S. Bank @ U.S. Bank
minneapolis, minnesota, united states
Cristina Moncada's Location
Woodland, California, United States, United States
Cristina Moncada's Contact Details

Cristina Moncada work email

Cristina Moncada personal email

n/a
About Cristina Moncada

Established banker that is focused on customer service. Prior to working in the financial industry, I worked insurance sales, which was also customer focused. I pride myself on working with my partners to ensure my clients are well taken care of and all financial goals are not only uncovered but met, while focusing on home loan and investment needs.

Cristina Moncada's Current Company Details
U.S. Bank

U.S. Bank

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Premier Client Relationship Consultant - U.S. Bank
minneapolis, minnesota, united states
Website:
usbank.com
Employees:
59540
Cristina Moncada Work Experience Details
  • U.S. Bank
    Premier Client Relationship Consultant
    U.S. Bank Apr 2022 - Present
    Sacramento, California, United States
    Build relationships with clients through proactive outreach and follow up to learn about their financial needs. Educate clients on available deposit and loan product services, and recommend solutions to each client’s needs. Responsible for originating and closing consumer loans, opening consumer and business accounts, and submitting credit applications. Develop collaborative partnerships with branch team members and partners to best serve clients. Proactively educate clients on emerging and self service technologies to assist meeting their financial needs.
  • Jpmorgan Chase & Co.
    Relationship Banker
    Jpmorgan Chase & Co. Jun 2019 - Mar 2022
    Woodland, California, United States
    Build lasting relationships with clients by understanding their financial needs and goals and providing solutions through products to help reach said goals. Personalize every meeting to match their requests and help build revenue for the firm. Introducing partners, such as home lending, investing and business, and keeping up to date with new products and regulations.
  • Communicare Health Centers Behavioral Health
    Administrative Assistant
    Communicare Health Centers Behavioral Health Feb 2019 - Jun 2019
    Woodland, California, United States
    Help customers with appointments, transferring their concerns to the right department and prepare them for upcoming appointments by providing them with the necessary paperwork and pre-appointment information based on their needs and the state requirements.
  • Cost-U-Less Insurance
    Sales Representative
    Cost-U-Less Insurance Jan 2017 - Dec 2018
    Woodland, California, United States
    Provide personalized insurance products based on customer needs. Follow up with existing customers to ensure products still match their lifestyle and follow up with any inquiries.

Cristina Moncada Education Details

Frequently Asked Questions about Cristina Moncada

What company does Cristina Moncada work for?

Cristina Moncada works for U.s. Bank

What is Cristina Moncada's role at the current company?

Cristina Moncada's current role is Premier Client Relationship Consultant - U.S. Bank.

What is Cristina Moncada's email address?

Cristina Moncada's email address is cr****@****ase.com

What schools did Cristina Moncada attend?

Cristina Moncada attended California State University-Sacramento, California State University-Sacramento.

Who are Cristina Moncada's colleagues?

Cristina Moncada's colleagues are Matthew Trandem, Les Young, Life Love, Suzan Miller, Amanda Graff, Gabriel Klaus, Dona Alvarado.

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