Maria C. Guillen
McLean
Summary
Customer-focused Personal Banker with expertise in identifying client needs and delivering tailored financial recommendations. Skilled in processing transactions, resolving issues to enhance loyalty, and presenting financial products. Bilingual Loan Specialist with solid knowledge of banking regulations and a commitment to high service quality.
Overview
11
11
years of professional experience
Work History
Personal Banker
Citizens Bank
12.2022 - 01.2026
- Building positive relationships with customers.
- Utilized strong communication and problem-solving skills, along with broad financial knowledge, to recommend and assist customers with tailored financial solutions addressing spending, saving, borrowing, and investing needs.
- Personal financial goals and recommend tailored solutions to help achieve them — like planning for the future, buying a home or opening a new credit card.
- You’ll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs.
- Make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what a good fit for a customer might be.
- Made outbound calls to acquire new customers and scheduled financial checkup appointments.
- All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations.
- Processed HELOC applications by gathering customer information and documentation.
- Served as the face of the branch, dedicating time to build lasting relationships with customers through trusted financial advice.
Universal Banker
Truist Bank
10.2022 - 12.2023
- Supported team sales process through client calls, identified needs or opportunities, and referred clients to appropriate branch team members or specialists to enhance customer satisfaction.
- Supports team sales process by making client calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
- Managed volume of work based on branch demand, including large commercial deposits, ATM servicing, vault ordering, and teller cash recycler transactions.
- Advanced individual and product knowledge to better serve clients by attending sales meetings, service training, and product knowledge classes.
Teller
PNC Bank
01.2022 - 10.2022
- Greet customers in the lobby, educate customers on new technology, supervise customer transactions, and assist with outbound calling initiatives.
- Identifies banking opportunities during the customer interaction and refers as appropriate.
- Greeted customers in the lobby, educated them on new technology, supervised transactions, and assisted with outbound calling initiatives to enhance customer engagement.
- Identified banking opportunities during customer interactions and referred clients to appropriate services.
- Operations/Transactions: Cash withdrawal and check signing approvals, Approval of ace transactions,Night deposits and Act with confidence by answering or finding the answers to customer questions and finding solutions to customer issues.
- Processed cash withdrawals, approved check signings and ACE transactions, managed night deposits, and confidently addressed customer inquiries by providing accurate solutions.
Assistant Teacher
Fairfax County Public School
06.2019 - 01.2022
- Present Subject matter matter to student under the direction and guidance of a teacher. using lectures.
- Supervised role-playing exercises to enhance student engagement and learning.
- Prepared lesson material and maintained attendance records.
- Coordinated instructional efforts with classroom teacher through regular discussions of assigned duties.
- Prepare lesson material and take class attendance maintain attendance records.
- Supported individual student needs during lessons and group activities to enhance engagement and learning.
- Supervise role-playing methods.
- Communicated regularly with parents, teachers, and administrators regarding student progress and needs.
Cashier/Sale Associated
Macy’s
03.2016 - 04.2019
- Processed payments via cash, check, credit card, vouchers, or automatic debits to facilitate customer transactions.
- Verified cash drawer balance at the beginning of each shift at shift start to verify accuracy and ensure sufficient change. in cash drawer at the beginning of shifts to ensure that amount is correct and that there are adequate changes.
- Recommend products to customers, based on customers’ needs and interest.
- Recommend products to customers, based on customers’ needs and interest.
Customer Service Associate/ Universal Banker
LAFISE Bank, Nicaragua
03.2015 - 01.2016
- Provided customer service in a friendly and courteous manner at all times.
- Recommended and sold banking products, enhancing customer engagement and satisfaction.
- Accepted and processed deposits, transfers, and payments for loans/lines of credit, ensuring accurate and efficient transaction handling.
- Confirmed accuracy of cash deposits and endorsements during daily transactions.
- Processed and issued official bank checks.
- Answered phone calls and provided customers with information about accounts and bank services, improving accessibility and support.
- Monitored and organized vault cash to ensure security and accessibility for branch operations., Buys/Sells currency to maintain cash drawer limits.
- Counted and packaged currency and coins; reconciled loan tickets and other transactions.
- Assisted management with branch audits.
Education
Bachelor of Arts - Psychology
Central University of Nicaragua
Nicaragua12-2014
High School Diploma -
John R. Lewis High School
Springfield, Virginia06-2010
Skills
- Sales expertise
- Interpersonal communication
- Transaction processing
- Financial analysis
- Team collaboration
- Microsoft Office proficiency
- Administrative organization
- Adaptability
- Customer-focused
- Time management
- Retention strategies
- Cross-selling
- Customer satisfaction strategies
- Relationship management
- Mortgage products knowledge
Languages
Bilingual-Spanish
Timeline
Personal Banker
Citizens Bank
12.2022 - 01.2026
Universal Banker
Truist Bank
10.2022 - 12.2023
Teller
PNC Bank
01.2022 - 10.2022
Assistant Teacher
Fairfax County Public School
06.2019 - 01.2022
Cashier/Sale Associated
Macy’s
03.2016 - 04.2019
Customer Service Associate/ Universal Banker
LAFISE Bank, Nicaragua
03.2015 - 01.2016
Bachelor of Arts - Psychology
Central University of Nicaragua
High School Diploma -
John R. Lewis High School