and results oriented Banking
Professional with over 4 years of successful experience in positions of
increasing responsibility and duties.
Persistent Top Performer with track record of consistently exceeding
sales goals and client expectations.
Skilled at educating clients on banking products and recommending best
options to meet their short and long-term financial needs. Team player with highly polished
communication skills: verbal, written, interpersonal, presentations and rapport
Client loyalty guru
Strong interpersonal skills
Fluent in Spanish, French, Greek and English
Excels in team leadership
Impecable work ethic
Tech Savvy user of Virtual Wallet
Staff training and development
Relationship Building and maintaining
Strong Community Involvement in Lake Worth
-Created strategies to develop and expand existing customer and considerably increased
the sales of my branch within 3 months of being transferred to it in February
-Consistently Performing Every Quarter as highest credit card salesperson.
-Achieving every quarter at least 500,000 revenue credits.
-Able to consistently achieve not only my sales goals but those of
the branch as well including: loans, DDAs, Merchant Services (received a
recognition), Money Market Accounts and credit cards.
-Ranked among the highest investment referring BSSAs.
-Currently salvaging an account that was lost by Hawthorne for 60 million. Transferred the account to our new FA and was able to have client agree to meet again with a PNC representative after account was lost to Merryl Lynch in order to bring it back.
-Grew branch revenue through acquisition and share-of-wallet growth of consumer and business households
09/2014 to Current
Personal Banker (BSSA)PNC Bank - Lake Worth, Florida
Educated customers on the variety of loan products and available credit options.
Exceeded quarterly sales goals by at least 200%.
Monitored more than 200 client relationships per quarter
Executed the loan origination process with consistent success and operational soundness
Provided expert financial advice on mortgage, educational and personal loans.
Adhered to all federal and state compliance guidelines for retail mortgage lending.
Mantained Multichannel performance in the green by coaching switcher and developing a strategy
Current score in CIQ higher than 4.92 in a branch has been traditionally challenged in this area.
Focused personal time on learning about business banking and seeked the mentorship of Elena Contreras to achieve this knowledge in order to facilitate and improve business acquisition for PNC.
10/2013 to 07/2014
Personal Banker (PB I)Wells Fargo - Royal Palm Beach, Florida
Building and managing lifelong
financial needs and showing them how to get the greatest possible value
from products and services
Analyzing current customer
relationships and proactively contacting customers with recommendations to help
them achieve financial success Developing and maintaining
relationships with Wells Fargo partners to maximize sales opportunities
-Leading the teller team to increase their sales
and grow in self development
10/2012 to 10/2013
Line TellerWells Fargo - Elfers, Florida
Learned Teller Loss mitigation and operational soundness
customers and making them feel welcome, as well as catching up with those you
transactions for customers to help them manage their finances
ways to make financial services more convenient for customers, like helping
them sign up for online banking services
additional products and services to meet customers' needs
Referring customers to other Wells Fargo
08/2006 to 05/2012
Spanish Program DirectorSt Felix Elementary - Wabasha, Minnesota
a unique program for teaching Spanish as a second language.
Managed the new Spanish Department while
supervising the Spanish Teaching Team
Coached students as well as staff individually and in groups using psychology background
Communicated with parents and other teachers about a student's progress
Created engaging lesson plans for Grades K-6 and coached staff to facilitate their teaching
Guided students on conversational Spanish
Planned age appropriate lessons
Planned classroom activities to motivate students
Wrote grants for procuring funds to run the program procuring $17,000 in the first year
Bachelor of Arts: PsychologyUniversity of Minnesota Twin Cities - Minneapolis, MN, USA
Graduated summa cum laude
Top 3% of class
Coursework in Finance, Economics and Business Administration