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.

• 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.

• 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