Christina Mesa
Phoenix
Summary
Dedicated Associate Banker known for exceptional customer service and financial advisory skills. Proven ability to streamline operations and boost digital banking adoption, supporting organizational goals and enhancing client engagement.
Overview
1
1
Language
1
1
Certification
10
10
years of professional experience
Work History
Associate Banker
Chase Bank NA
10.2023 - Current
- Provided exceptional customer service to enhance client satisfaction and loyalty.
- Assisted clients in understanding banking products and services, promoting informed decision-making.
- Processed various banking transactions accurately and efficiently, ensuring compliance with policies.
- Collaborated with team members to streamline operations and improve overall service delivery.
- Educated clients on digital banking tools, increasing adoption of online services by users.
- Supported branch management with administrative tasks such as scheduling appointments, filing documents, generating reports, and maintaining office supplies inventory.
- Managed escalated phone calls by applying conflict resolution skills and extensive knowledge of bank policies, products, and services.
Personal Banker
Bank Of America, N.A.
01.2017 - 09.2023
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Expanded customer base by consistently meeting referral goals through networking events and community outreach initiatives.
- Negotiated favorable terms for clients in loan restructuring, providing financial relief.
- Designed and executed strategic initiatives to promote digital banking adoption through client-focused education.
- Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
Education
High School Diploma -
West Valley High
Phoenix, AZ06-2001
Associate of Science - Business Technology
Maricopa Community Colleges, Rio Salado Community College
Tempe, AZ01-2016
Skills
- Sales proficiency
- Partner referrals
- Sales strategies
- Banking regulations
- Financial advisory
- Operations management
- Relationship building
- Branch operations
- Investment strategies
Certification
- Public Notary, Chase Bank - Current
- Certified Personal Banker NMLS, Bank of America N.A. - January 2017- September 2023
Languages
Spanish
Full Professional
Timeline
Associate Banker
Chase Bank NA
10.2023 - Current
Personal Banker
Bank Of America, N.A.
01.2017 - 09.2023
Associate of Science - Business Technology
Maricopa Community Colleges, Rio Salado Community College
High School Diploma -
West Valley High