To obtain a banker position in a well-known financial institution which will enable me to utilize my ability to build long-term relationships.
Microsoft Word, Excel, PowerPoint, and Outlook
Relationship Banker07/2015 to CurrentBank of AmericaNew York, NY
Adhere to all federal and state compliance guidelines relative to account opening Audit and document all processes and procedures for the new accounts department Build extensive long term relationships with all clientele by identifying and meeting customer needs Profile and analyze different Bank of America products to develop customized financial strategies for clients Exceed monthly sales goals by 568% by using intensive cross-selling strategies with every customer.
Universal Branch Associate01/2013 to 07/2015Capital One BankNew York, NY
Recognized by upper management for exceeding monthly sales goals by 126% by effectively implementing cross selling strategies with each customer Acquired $300K in deposits in first month as a banker by identifying customer life cycles and how each product/service can impact the customer needs Partnered with appropriate business channels which resulted in $1M in branch investment revenue in the first quarter of the year Increased branch audit score by 15% by conducting monthly compliance questionnaires to all branch associates Boosted sales by completing outbound calling which enabled branch to over exceed its goal numbers by 225% Contributed to new branch by working with manager and staff to put together the new branch's business plan.
Teller05/2012 to 12/2012Capital One BankNew York, NY
Promoted to Universal Branch Associate within six months by creating action plans to help develop cross-selling strategies which impacted customer's current and future financial situations.
Built extensive customer relationships by providing excellent customer service.
Collaborated with relationship bankers and the Branch Manager to canvas nearby neighborhoods, which resulted in 55 new customer relationships in a span of one month.
Nominated by the District Manager to mentor 20 new and existing tellers which ensured a consistent sales and operation process throughout the upper Manhattan district.
Secretary02/2010 to 05/2012R. Ortiz BrokerageBronx, NY
Consistently recognized by car insurance companies for effectively preparing customers' police accident reports.
Advanced to head secretary by maintaining excellent records of payments and insurance information.
Selected by the President to train new and existing employees.
BBA: Business Management FinanceJune 2015Monroe CollegeBronx, NYBusiness Management Finance
Accounting Principles, Business Statistics, Advanced Spreadsheet, Business Management, Marketing Management
Fluent in Spanish
Accounting, Business Management, business plan, canvas, clientele, clients, excellent customer service,financial, insurance, Marketing Management, mentor, Excel, Outlook, PowerPoint, Microsoft Word, police, processes, selling, sales, Fluent in Spanish, Spreadsheet, Statistics
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Companies Worked For:
Bank of America
Capital One Bank
R. Ortiz Brokerage
Job Titles Held:
Universal Branch Associate
BBA : Business Management Finance June 2015 Accounting Principles, Business Statistics, Advanced Spreadsheet, Business Management, Marketing Management
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