Susana Ruvalcaba Email & Phone Number

Los Angeles, Ca, Us

Los Angeles Metropolitan Area

Los Angeles Metropolitan Area

-Implemented strategies to increase customer retention, enabling investment growth.-Adapted products and services to suit customers' changing financial circumstances.-Maintained in-depth product and service knowledge for well-informed customer advice.-Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.-Assisted with setting up or closing accounts, completing loan applications, and signing up for new services for business and consumer clients.-Developed and maintained strong customer relationships, providing exceptional service and advice.-Referred customers to other banking departments for specialized services.

Los Angeles, California, United States

-Use company software to record all transactions and open accounts in a timely manner and properly document and retrieve client information-Recognized as operations lead to manage branch product orders, install and update all corporate and promotional signage and ensure quality branch compliance-Effectively manage and track currency shipments, including handling wire transfers, balancing vault cash 3 times per week, and managing cash audits-Contribute to the company and team culture by ideating, implementing, and helping lead team bonding exercises-Build positive rapport with clients and team members to problem solve and build client loyalty while representing the firm-Organize and scan files into the system to ensure accurate client/bank records-Developed and maintained strong customer relationships, providing exceptional service and advice.-Cross-sold credit cards, loans and other bank products.-Referred customers to other banking departments for specialized services.-Educated customers on features and benefits of banking products andservices.-Monitored account activity and identified suspicious transactions, takingappropriate action to prevent fraud.