Marisol Hernandez Email and Phone Number

• Resolved customer requests promptly, providing courteous services to optimize workflow.• Managed daily operations of branch, order fulfillment and customer service.• Oversaw the Chicago Main branch the largest in the Midwest and second largest in the country.• Managed 70 employees and $4B+ in deposits.• Evaluated performance of staff using company-wide review plan.• Monitored financial performance and adjusted operations accordingly.• Planned and implemented company initiatives to improve customer service.• Assisted manager with budget development for branch.• Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.• Increased efficiency and drove branch revenue by optimizing daily operations.• Designed sales and service strategies to improve revenue and retention.• Developed and maintained client rapport to meet financial service needs and drive branch loyalty.

• Acquired, deepened, retained, and managed relationships with high net-worth clients.• Proactively followed up with clients by phone in order to develop stronger relationships and generate new business.• Advised customers on bank products, services and financial planning options.• Modified, opened and closed customer accounts.• Completed thorough and accurate documentation for money movements, deposits or withdrawals.• Addressed inquiries from clients and department team members.• Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads.• Successfully obtained a Series 6, Series 63, and Life Insurance License.

• Engaged clients in a friendly and professional manner for an elevated client experience.• Handled financial transactions while complying with all policies, procedures, and regulatory banking requirements.• Uncovered opportunities to refer clients to bankers in order to successfully acquire new business.• Utilized expert knowledge in our self-service digital platform to communicate banking needs options to clients.• Ensured effective controls of the branch for a successful branch review.• Effectively settled and maintained branch entities such as the cash vault and ATMs.• Advised customers on bank products, services and financial planning options.• Trained and coached less experienced team members in procedures, compliance standards and performance strategies.• Modified, opened and closed customer accounts.• Helped customers open and close accounts, apply for loans and make sound financial decisions.• Ordered checks, placed stop payment orders and conducted additional special services for customers.• Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.• Maintained optimal financial controls by securing funds and making accurate transactions.• Met or exceeded sales goals by promoting bank products and services in customer interactions.