John Baez Email & Phone Number

Austin, Texas Area

Austin, Texas Area

Profile and advise clients on the best products and services we offer to reach their financial goals.

Austin, Texas Area

• Ensure an excellent customer experience.• Profiling new customers through conversations, listening, and understanding the customer’s financial needs. • Maintaining existing customer relationships and deepening those relationships.• Targeted lobby traffic to identify prospective and existing client base which allowed discovery of needs through profiling and resulted in suitable recommendations.• Worked conjunctively with branch team and business partners to acquire and retain business and consumer relationships.• In addition to these duties, I was the Vault Custodian. These duties included maintaining vault cash balances daily and ordering/receiving cash and coin shipments.• Successfully maintain a balanced cash drawer.• Conduct teller duties by taking in payments, deposits, withdrawals, balance inquiries, printing transaction histories, answering customer questions while keeping customer information confidential.• Maintain and build excellent customer relationships by knowing my customers by name, building a rapport with them and always knowing how they want their transactions handled.• Maintain a good working relationship with my coworkers and having a flexible work schedule and being available when help is warranted.

• Ensure an excellent customer experience.• Profiling new customers through conversations, listening, and understanding the customer’s financial needs. • Maintaining existing customer relationships and deepening those relationships.• Targeted lobby traffic to identify prospective and existing client base which allowed discovery of needs through profiling and resulted in suitable recommendations.• Worked conjunctively with branch team and business partners to acquire and retain business and consumer relationships.• In addition to these duties, I was the Vault Custodian. These duties included maintaining vault cash balances daily and ordering/receiving cash and coin shipments.• Successfully maintain a balanced cash drawer.• Conduct teller duties by taking in payments, deposits, withdrawals, balance inquiries, printing transaction histories, answering customer questions while keeping customer information confidential.• Maintain and build excellent customer relationships by knowing my customers by name, building a rapport with them and always knowing how they want their transactions handled.• Maintain a good working relationship with my coworkers and having a flexible work schedule and being available when help is warranted.

• Engaged and developed excellent speaking and communication skills while working with different educational, cultural, and economic backgrounds in a retail setting.• Learning new organizational skills as well as how to approach different people through conversation and learning what their needs are.• Successfully handled difficult customers, while keeping a clean workspace and excellent accountability of transactions and cash drawer balances.

• Investigate suspicious activities, complaints, and reports of violence. Worked with other law enforcement officers throughout the downtown Austin areas.• Experienced in operating and communicating with dispatch radio systems.• Managed and monitored security cameras to ensure public safety and building loss prevention.• Maintained and logged daily reports of all personnel and site activities.• Establish good working relationships and communication skills between co-workers to ensure safety and effective security protection