DOLORES AREVALO
Silver Spring
Summary
Seasoned banking professional with 15 years of experience in finance, portfolio management, and client satisfaction. Proven track record in improving financial operations and implementing effective strategies.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Banking
Truist Bank
Takoma Park, MD
05.2013 - Current
- Directed management of vault to safeguard valuable items and maintain operational integrity.
- Conducted comprehensive training sessions for new hires, focusing on company policies, procedures, and best practices.
- Oversaw client interactions to enhance banking experiences.
- Cultivated relationships with clients to promote financial products. Coordinated service delivery for personal banking clients to achieve satisfaction goals.
- Analyzed customer feedback and refined engagement tactics, leading to a 20% boost in retention rates.
Education
Associates - Finance
Montgomery College
Rockville, MD06-2016
Skills
- Financial Analysis
- Client Portfolio Management
- Investment Strategies
- Market Research
- Risk Management
- Financial Reporting
- Budgeting
- Data Analytics
Certification
- Certified Banking Specialist (CBS) - American Bankers Association
- NMLS
Languages
Spanish
Native or Bilingual
English
Full Professional
Timeline
Banking
Truist Bank
05.2013 - Current
Associates - Finance
Montgomery College