RACHEL PEREZ
Lee's Summit,MO
Summary
Dynamic team player recognized for exceptional communication skills and a strong ethical foundation. Eager to embrace new responsibilities and challenges. Demonstrates a consistent positive outlook on life and work that fosters a collaborative environment, driving team success and enhancing overall productivity. Committed to continuous growth and development in all professional endeavors.
Overview
9
9
years of professional experience
Work History
Loan Imaging Specialist
Country Club Bank, a Division of FNBO
09.2022 - Current
- Ensured compliance with company policies and procedures related to documentation.
- Performed quality control assessments on processed images, identifying areas for improvement or correction as needed.
- Served as a subject matter expert within the organization regarding imaging technologies, providing guidance when necessary.
- Coordinated with other departments to ensure seamless communication between teams.
- Supported team with collecting insurance material and maintaining it in our insurance tracking program.
Senior Relationsip Banker
Bank of the West
05.2021 - 09.2022
- Developed and maintained strong client relationships, enhancing customer satisfaction and loyalty.
- Analyzed client financial needs to provide tailored banking solutions and services.
- Mentored junior bankers on effective sales strategies and relationship management techniques.
- Led initiatives to streamline account opening processes, improving efficiency for clients and staff.
Relationship Banker
Country Club Bank
05.2018 - 05.2021
- Facilitated a large safe deposit box drilling project.
- Led initiatives to streamline operational processes, resulting in increased efficiency across departments.
- Managed customer accounts, ensuring accuracy and compliance with banking regulations.
- Increased client satisfaction by providing tailored financial advice and personalized banking solutions.
- Earned Top Performing Banker achievement.
Roving Teller
Country Club Bank
08.2017 - 05.2018
- Traveled to approximately 10 different branches, providing teller services
- Keeping track of multiple customer bases
- Cash handling and drawer balancing
Float Teller
PNC
10.2016 - 08.2017
- Assisted ATM maintenance.
- Balanced cash vault
- Earned Top Referring Teller in Midwest region.
Education
Bachelors of Science -
University of Central Missouri
Warrensburg, MO01.2019
Skills
- Building interpersonal relationships
- Maintaining a positive work environment
- Auditing
- Continuous learning mindset
- Quality assurance procedures
- Collaborative teamwork
- Employee training
Timeline
Loan Imaging Specialist
Country Club Bank, a Division of FNBO
09.2022 - Current
Senior Relationsip Banker
Bank of the West
05.2021 - 09.2022
Relationship Banker
Country Club Bank
05.2018 - 05.2021
Roving Teller
Country Club Bank
08.2017 - 05.2018
Float Teller
PNC
10.2016 - 08.2017
Bachelors of Science -
University of Central Missouri