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Personal/Small Business specialist with over 9 years of experience in the Financial Industry. Strong negotiation skills. Ability to increase sales. Integrity to work with confidential information.
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- Acquisition of new personal and business accounts
- Responsible for increasing credit portfolio
- Loan applications and document compiling
- Equity home closing
- Lobby management
- Seller behind the teller
- Coaching tellers and customer service representative on how to increase referrals.
- Outbound calling and appointment scheduling
- Managed customer complaints and referred to appropriate channels
- Deliver prompt, accurate and excellence customer service
- Open customer accounts including; checking, savings, CD's, IRA's, loans, credit cards and lines of credit among others.
- Outbound calling
- Prospected new clients
- Work with business partners referring clients for mortgages and investments services
- Opens small business accounts
- Constantly achieve 100% of quarter goals
- Daily clerical and administrative duties
- Managed portfolio of 400 Business clients with estimated annual revenue up to $5 million
- Analyzed clients financial condition and recommended financial solutions that best meet their needs
- Opened new customer business accounts
- Collected and analyzed clients financial statements to recommend credit eligibility for different products
- Managed delinquency of portfolio (calls, letters, visits) monthly goal was always obtain
- Managed NSF
- Outside sales
- Prospected new clients
- Daily clerical and administrative duties
- Audited clients records to verify compliance with industry laws and regulations.
- Daily clerical and administrative duties
- Management Trainee Program, 2007-2008
University of Puerto Rico - San Juan, PR
Autonumus University - Madrid,
Exchange Student Program
English and Spanish
Time Management, Effective Supervision, Problem Solving and Decision Making, Credit Fundamentals, Effective Sales Techniques and Ethics.
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School Attended
- University of Puerto Rico
- Autonumus University
Job Titles Held:
- Personal Banker
- Personal Banker
- Small Business Banker
Degrees
- BBA
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