Clara Suero
Raleigh
Summary
Results-oriented bilingual banking professional (10+ years) with expertise in customer service, sales, and banking operations. Proven ability to build strong customer relationships and contribute to team success. Strong knowledge of financial products, digital solutions, and regulatory compliance. Seeking a position where I can leverage my skills and contribute to organizational growth.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Relationship Banker
Regions Bank
02.2024 - Current
- Achieve branch targets and goals by proactively identifying customer needs, and providing expert-level guidance and perspective.
- Achieve required levels of outbound phone calls using generated customer and prospect lead lists, and prior customer conversations, to acquire new customer relationships and to expand existing customer relationships.
- Educate and advise customers on Regions' consumer and business products and services, including all loan and deposit types, in addition to assisting with annuities and life insurance.
- Educate customers on emerging technology and digital solutions, such as mobile, online, and ATM offerings, all designed to make banking easier.
- Refer customers to an internal team of experts when additional financial goals and needs are recognized.
Relationship Banker - Team Lead
Region's Bank
08.2022 - 02.2024
- Partnered with the Branch Manager to guide and direct all branch activities.
- Achieved branch targets and goals by proactively identifying customer needs and providing expert-level guidance and perspective.
- Conducted outbound phone calls using generated customer and prospect lead lists to expand existing customer relationships, and acquire new ones.
- Partnered with branch leadership on new business development opportunities and fostered financial wellness within local communities.
- Provided consistent coaching to junior-level bankers to assist with strengthening their product knowledge and identifying customer needs.
- Educated and advised customers on consumer and business products and services, including all loan and deposit types.
- Educated customers on emerging technology and digital solutions, such as mobile, online, and ATM offerings, all designed to make banking easier.
- Provided a consistent, optimal customer experience, which may consist of sharing responsibility for greeting customers and processing transactions to ensure customers bank when, where, and how they choose.
- Oversaw branch operational and compliance-related tasks, ensuring the branch team understood procedural changes as they occurred.
- Resolved escalated issues, primarily in the Branch Manager's absence, which may include team scheduling, counseling associates, or input into hiring decisions.
- Referred customers to an internal team of experts when additional financial goals and needs were recognized.
Financial Relationship Senior Consultant
Regions Bank
06.2021 - 08.2022
- Achieved branch targets and goals by proactively identifying customer needs and providing expert-level guidance and perspective.
- Achieved required levels of outbound phone calls using generated customer and prospect lead lists, and prior customers. conversations, to acquire new customer relationships and expand existing ones.
- Educated and advised customers on Regions' consumer and business products and services, including all loan and deposit types, in addition to assisting with annuities and life insurance.
- Educated customers on emerging technology and digital solutions, such as mobile, online, and ATM offerings, all designed to make banking easier.
- Referred customers to an internal team of experts when additional financial goals and needs were recognized.
Financial Relationship Consultant
Region's Bank
10.2019 - 06.2021
- Achieved branch targets and goals by identifying customer needs, providing appropriate guidance, and referring customers to an internal team of experts.
- Conducted outbound phone calls using generated customer and prospect lead lists to expand. existing customer relationships, and acquire new ones.
- Educated and advised customers on consumer and business products and services, including all loan and deposit types, emerging technology, and digital solutions.
- Provided a consistent, optimal customer experience, which included sharing responsibility for greeting customers and processing transactions to ensure customers could bank when, where, and how they chose.
- Handled and solved customer problems.
Financial Relationship Specialist
Regions Bank
09.2018 - 10.2019
- Provided a consistent, optimal customer experience, primarily handling customers' transactional needs.
- Answered customer inquiries regarding products and services, fulfilled basic servicing requests, and opened basic consumer accounts. products, such as checking and savings accounts.
- Educated customers on standard consumer products, emerging bank technology, and digital solutions.
- Referred customers to an internal team of experts when more complex financial goals and needs were recognized.
Bank Teller / Financial Relationship Associate
Regions Bank
11.2014 - 09.2018
- Provided a consistent, optimal customer experience on the cash line, while handling customers' transactional needs, and answering customer inquiries.
- Educated customers on standard consumer products and digital solutions.
- Fulfilled basic servicing requests and basic problem resolution.
- Achieved branch targets and goals by identifying customer needs, providing appropriate guidance, and referring customers to an internal team of experts.
Education
Associate's degree - Cosmetology
Nouvelle Institute
Hialeah, FL01.2014
Skills
- Training and development
- Digital education
- Bilingual
- Sales
- Fraud prevention and detection
- Cash handling
- Customer service
- Banking
- Management
- Life Insurance
- Annuities
Certification
- Work Smarter with Microsoft Word, April 2023
- Work Smarter with Microsoft Excel, April 2023
- Managing as a coach, March 2023
- Forensic Accounting and Fraud Examination Course, February 2023
- NMLS, September 2019
- NC Notary Public, December 2022
- NC Life Insurance License, December 2021
Languages
English
Spanish
Timeline
Senior Relationship Banker
Regions Bank
02.2024 - Current
Relationship Banker - Team Lead
Region's Bank
08.2022 - 02.2024
Financial Relationship Senior Consultant
Regions Bank
06.2021 - 08.2022
Financial Relationship Consultant
Region's Bank
10.2019 - 06.2021
Financial Relationship Specialist
Regions Bank
09.2018 - 10.2019
Bank Teller / Financial Relationship Associate
Regions Bank
11.2014 - 09.2018
Associate's degree - Cosmetology
Nouvelle Institute
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