business advocate banker resume example with 10+ years of experience

(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Professional Summary

Highly ambitious professional with background in Financial Services Procurement and Management. Expertise in market analysis, forecasting and client needs assessments.


Strong verbal communication

Client assessment and analysis

Conflict resolution

Proficient level Microsoft Office 


Houston Community College Houston, TX Expected in 2018 - On going Project Management Certification : Management - GPA :
Universidad Autónoma de Nuevo León San Nicolás de los Garza, N.L. Expected in 2012 Bachelor : International Business Management - GPA :
  • Emphasis in Business development and Management 
account management, Business Development, business operations, CISCO, International Business, logistics, Oracle, purchasing, Sales, spreadsheets, tax law
Work History
Off The Muck Market - Personal Banker Safe
Canastota, NY, 07/2016 - Current
  • Target and identify affluent clients, analyze their needs, provide financial solutions based on their relationship and refer then to the appropriate business department when required.
  • Partner up with Financial advisors, Mortgage consultants and additional team member to develop client acquisition plans. 
  • Consultation to business owners of banking and credit solutions throughout Wells Fargo tools and services for business owners.
  • Assist Wells Fargo international clients providing tailored recommendations suiting their needs. 
  • Out of office visits and venues to business owners to develop stronger relationships and increase bank profitability.
  • Assist management with operational activities: team member's schedules, cash shipments, random vault audits, dual control assignments, approvals, challenging situations with clients, etc.
  • Created strategies to develop and expand sales of services to existing customer which resulted in a 24 % increase in annual revenue.
  • Advised clients on mortgage, educational and personal loans.
  • Maintained friendly and professional customer interactions.
Mayville Engineering Company, Inc. - Licensed Service Advisor
Wayland, MI, 12/2015 - 07/2016
  • Meet business goals by proactively reaching out to existing and new clients, cross-sell and increase insurance coverage.
  • Review profit metrics, analyze areas of opportunity and develop an action plan for a successful goal achievement.
  • Client outreach for retention, insurance review, renewal and leads for new business and high value account management.
  • Create policy orders based under the Texas Insurance Law for Homeowners, Renters, Flood (FEMA), Auto and Commercial.
  • Partnership with Real Estate agents, Mortgage Consultants for business aquisition and referral program. 
  • Supported Chief Operating Officer with daily operational functions.
Arredondo Insurance Group - Office Manager
City, STATE, 02/2013 - 12/2015
  • Established and developed highly-efficient and dependable administrative team by delivering ongoing coaching and motivation while providing opportunities for career acceleration through achievements.
  • Monitored and evaluated personnel performance to complete quarterly reviews, recommend advancement or address productivity concerns.
  • Held oversight of office inventory activities, including ordering and requisitions, stocking and shipment receiving.
  • Established efficient workflow processes, monitored productivity and implemented modifications to improve overall effectiveness of office personnel and activities.
  • Match invoices to statements and purchase orders for optimum accuracy.
  • Revision of lawful permits and commercial invoices as result of transnational operations.
  • Record payments history, manage the cashbox when needed, deposit of checks or payments when requested.
  • Build rapport with the suppliers and manage the logistics process to ensure business operations.
  • Administered to CRM and company database, maintenance and updates.
Infosys LTD - Buyer
City, STATE, 07/2010 - 01/2013
  • Research of requested product, review supplier's location, price, quality and efficiency for a well rounded decision.
  • Negotiate price, term of payments, product specifications, shipment details, warranty policies and further assistance required.
  • Quote the inquired products and services and present at least three ideal options for business.
  • Place requisition of products into the ERP & MRP 
  • Discuss budget specifications with management when required and review reduction of costs options.
  • Weekly phone conferences with management regarding financial or market updates.
  • Facilitated a fast-paced and dynamic entrepreneurial environment.
  • Served as executive staff liaison to several committees.
  • Reconciled business and creative needs.
  • Observed all laws, regulations and other applicable obligations.

Chair member of the Wells Fargo Latin Connection Houston Chapter

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Resume Overview

School Attended

  • Houston Community College
  • Universidad Autónoma de Nuevo León

Job Titles Held:

  • Personal Banker Safe
  • Licensed Service Advisor
  • Office Manager
  • Buyer


  • Project Management Certification
  • Bachelor

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