Steven Baez
Whitehall
Summary
Goal-oriented individual versed in greeting high-volume of customers and recommending merchandise based on individual requirements. Solid background in managing client relationships and providing tailored financial solutions. Proven expertise in cross-selling banking products and resolving customer issues professionally.
Overview
8
8
years of professional experience
Work History
Relationship Banker
Bank of America
10.2023 - Current
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Answered customer questions and explained available services such as deposit accounts, credit accounts, investments and loans.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
Barista Supervisor
Starbucks
11.2017 - 06.2021
- Certified barista skilled in crafting great quality foods and beverages
- Handle cash register transactions of over $1000+ on a daily basis
- Works effectively with team to deliver exceptional customer service and food products
- Certified barista trainer for new employees
- Excellent communication skills, both verbal and written
- Proved successful working within tight deadlines and fast-paced environment
Tech Sales Associate
Staples
08.2017 - 11.2017
- Skilled at working independently and collaboratively in a team environment
- Worked well in a team setting, providing support and guidance
- Demonstrated respect, friendliness and willingness to help wherever needed
- Proven ability to learn quickly and adapt to new situations
Education
Bachelor of Arts - Psychology, Mathematics
Kutztown University of Pennsylvania
Kutztown, PA05-2027
Skills
- Bilingual, fluent in both english and spanish
- Great communication and customer service skills
- Quick learner and can work at fast paces
- Adept at problem solving and teamwork
- Cash Handling Accuracy
- Meeting Deadlines
Timeline
Relationship Banker
Bank of America
10.2023 - Current
Barista Supervisor
Starbucks
11.2017 - 06.2021
Tech Sales Associate
Staples
08.2017 - 11.2017
Bachelor of Arts - Psychology, Mathematics
Kutztown University of Pennsylvania
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