avp relationship officer resume example with 15+ years of experience
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Dynamic, goal-oriented professional with experience of more than 25 years of experience in customer service, adept at managing high-profile client accounts. Providing customers with high level of service, privacy and confidentiality. Designs, implements, and measures private banking strategic and marketing plans.
A team player and visionary, with expertise in:
Customer services high level.
Bank Leadership and Team work
Strong organizational skills Knowledge in Lending
Strong ability acquiring leads Training and Development
Ability to problem solve and multi-task .
High judgment and decision-making Self-motivated
Relationship Officer delivering exceptional client support in Banking industry.
Exceptional leadership and collaboration skills.
Fluent English and Spanish.
- Strong responsibility of banking and lending products
- Designs, implements, and measures private banking strategic and marketing plans.
- Business Development activities including but not limited to networking events.
- Strong critical thinking and problem-solving skills to meet client’s needs
- Experience in financial needs of all types of clients
- Excellent business development and marketing skills
- Ability to meet deadlines and manage expectations
- Excellent communication and negotiation skills
- Focus in bring personal and business checking/savings/retirement/Cd’s accounts, Loans, LOC
- Work with the Management and Underwriters to analyze the credit strengths and weaknesses of prospective borrowers and make loan decision recommendations
- Sales/client experience in Private Banking
- Knowledge in BSA, Loan, LOC
- Selling and cross selling products and services to clients
- Maintaining and expanding client relations, and consistently meeting or exceeding assigned individual or team sales goals
- Opening personal and business checking/savings/retirement accounts as well as online banking/mobile banking and debit, etc
- In conjunction with Lending staff seeking for prospective loan applicants
- Accurately processes transactions, adheres to strict security measures balancing procedures
- Responsible for operating the banking center and procedures
- Promotes referrals of clients to sales staff for cross selling of bank’s products and services.
- Engage customers in the lobby to assist, train customers on how to conduct simple transactions
- Work with retail customers
- Open deposit accounts and sell banking products (examples: credit cards, CDs, etc)
- Respond to customer inquiries and concerns, creating customized solutions
- Recognize and refer cross-sell opportunities
- Refer opportunities to appropriate specialist
- Ensure customers/clients are connected to the appropriate teammate to help them achieve their financial goals; make sure all sales
- Actively gross sell all bank products and services to maximize customer relationships
- Administered/assisted the operations of the branch with emphasis on sales/customer service activities
- Resolve customer inquiries and service requests with accounts
- Facilitate customer transactions for reaching the maximum-security level
- Handle employees/customer inquiries and/or complaints
- Supervise accurate processing of transactions generated by the branch to comply with security standards and external regulations
- Performing opening/closing branch and all vault procedures
- Review, organize and restock the ATM
- Reviewing all new accounts files from proper documentation and performed account maintenance.
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UNIVERSITY OF FLORIDA - Gainesville, Fl
UNIVERSIDAD POLITÉCNICA DE PUERTO RICO - Miami, Fl
UNIVERSIDAD POLITÉCNICA DE PUERTO RICO - Miami, Fl
Member of:
Chamber of Coral Gables (2014-2020)
Chamber of South Miami (2014-2020)
Chamber of Kendall Greater Kendall Business Association (2014-Present)
BNI (Tentative)
- AWARDS
- Best Idea 2017 at City National Bank 2017
- Winner Sales Online Banking at City National Bank 2016
- Best Average in Sales at Bank of America 2014-2015
- Winner Best Sales person year Conavi Bank 1995-1997
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Resume Overview
School Attended
- UNIVERSITY OF FLORIDA
- UNIVERSIDAD POLITÉCNICA DE PUERTO RICO
- UNIVERSIDAD POLITÉCNICA DE PUERTO RICO
Job Titles Held:
- AVP Relationship Officer
- Business Transaction Representative
- Relationship Banker
- Branch Manager
Degrees
- Florida School of Banking Certification
- Master’s degree
- Bachelor’s Degree
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