Nathalya Y Colon
Lebanon
Summary
Experienced candidate seeking a position at an esteemed financial institution. Utilize expertise, experience, and abilities to provide exceptional member assistance and contribute as a valuable asset to the company.
Overview
6
6
years of professional experience
Work History
Relationship Banker
Fulton Bank
06.2024 - Current
- Presented new and additional products and services to existing customers.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Open and closing financial institution
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Sales through outbound calling campaigns, appointment scheduling, and customer engagement
- Banking product promotions including Checking and savings accounts, consumer loans, Business and Consumer credit cards, investment sales
Member Service Specialist II
Lebanon Federal Credit Union
12.2020 - 06.2024
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Ordering and Receiving Shipments
- Delivered functionality assistance via phone and online service platforms.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Achieved or exceeded quarterly sales goals for personal loans, credit cards, and financial services
- Accomplishments: Employee of the Year 2021
- Recommended specific products and services in alignment with individual needs, requirements, and specifications.
- Completed training and worked effectively under high-pressure client services environments.
Full Time Teller
Lebanon Federal Credit Union
08.2019 - 12.2020
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Trained new hires on customer service policies and procedures.
- Arranged monies received in cash boxes and coin dispensers according to denomination.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
Education
High School Diploma -
Lebanon High School
Skills
- Native Bilingual (Spanish/English) customer service skills
- Customer Relationship Management (CRM)
- Cross-Selling & Upselling Banking Products
- New Account Opening & Account Servicing
- Consumer Lending & Credit Products
- Sales Performance & Goal Achievement
- Regulatory Compliance (KYC, AML)
- Problem Solving & Conflict Resolution
- Transaction Processing & Cash Handling
- Communication & Interpersonal Skills
- Team Collaboration & Client Retention
- Digital Banking Tools & CRM Platforms (eg, Salesforce, FIS)services
Awards
Employee of the Year 2021 LEBANON FEDERAL CREDIT UNION
Languages
Spanish
Native or Bilingual
Timeline
Relationship Banker
Fulton Bank
06.2024 - Current
Member Service Specialist II
Lebanon Federal Credit Union
12.2020 - 06.2024
Full Time Teller
Lebanon Federal Credit Union
08.2019 - 12.2020
High School Diploma -
Lebanon High School
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