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Click here or scroll down to respond to this candidateCandidate's Name
Street Address
m: PHONE NUMBER AVAILABLEEMAIL AVAILABLEProfessional SummarySeasoned financial professional with expertise in client relationship management, comprehensive financial consultation, sales, risk management, compliance, and operational excellence within banking and financial services.Accomplished Financial Professional with extensive experience in relationship management, financial operations, and strategic sales within the banking and gaming industries. Proven expertise in enhancing financial performance through client relationship management, risk assessment, and compliance. Adept at delivering tailored financial solutions, leveraging knowledge of banking products and investment strategies. Skilled in identifying business development opportunities and monitoring market trends. Experienced in operational management and improving processes in high-volume environments. Bilingual in English and Spanish, with a talent for fostering collaborative, productive teams. Committed to providing outstanding financial guidance and driving business growth.Selected HighlightsExemplary Client Relationship Management: Proven ability to cultivate enduring client relationships, adept at discerning and addressing clients' financial objectives with bespoke advisory services.Strategic Sales and Business Development: Demonstrated prowess in strategically promoting and expanding Bank of America's suite of products and services through astute networking and referral strategies.Expertise in Risk Management and Compliance: Proficient in meticulous risk assessment, mitigation, and ensuring strict adherence to intricate federal and state regulatory frameworks. Adept in conducting comprehensive training initiatives to enhance organizational compliance awareness.Comprehensive Product Expertise: Extensive knowledge across Bank of America's comprehensive portfolio encompassing banking, lending, and investment products. Skillfully articulate in presenting complex financial solutionsto clients with clarity and precision.Collaborative Leadership: Proficient in orchestrating seamless collaboration across cross-functional teams comprising financial advisors, product specialists, and operations personnel to deliver holistic client-centric solutions.Market Acumen: Proactive in monitoring dynamic market trends, competitor landscapes, and industry innovations to proactively capitalize on emerging business prospects and elevate service standards.Leadership Excellence: Instrumental in driving operational excellence and team performance, fostering a culture of productivity and achievement within financial operations.Bilingual Proficiency: Fluent in both English and Spanish, leveraging linguistic dexterity to facilitate seamless communication and relationship-building with a diverse clientele base.Core CompetenciesRelationship BuildingSales and Cross-SellingFinancial ConsultationRisk ManagementComplianceClient EducationAccount MaintenanceClient Relationship ManagementFinancial OperationsLeadership DevelopmentFinancial Accounting and ReportingCustomer ServiceBusiness Banking ProductsFinancial Data AnalysisBanking SalesProfessional ExperienceBank of America, 2023-PresentRELATIONSHIP MANAGERClient Relationship Management: Established and nurtured strong client rapport, ensuring a deep understanding of their financial goals to deliver personalized guidance and solutions.Sales and Business Development: Implemented effective sales strategies to promote Bank of America's products $ & services, focusing on maximizing upselling and cross-selling opportunities through proactive networking & referrals.Risk Management: Proficiently identified and assessed risks, ensuring compliance with stringent federal and state regulations. Monitored suspicious activities and conducted training to enhance risk awareness across the team.Product Knowledge: Maintained comprehensive knowledge of Bank of America's extensive range of banking, lending, and investment products. Effectively communicate product benefits and features to clients clearly and understandably.Team Collaboration: Fostered a collaborative environment by working closely with internal teams including financial advisors, product specialists, and operations. This collaboration ensured the seamless delivery of tailored solutions to meet client needs effectively.Market Research: Conducted ongoing market research to stay informed about industry trends, competitor offerings, and market dynamics. Utilized insights to identify new business opportunities and enhance client service delivery.Performance Reporting: Monitored and reported on key performance metrics such as customer satisfaction, financial goal attainment, and client portfolio performance. These insights were instrumental in driving continuous improvement and business growth.Magic City Casino, 2018-2023OPERATIONS MANAGEROperational Management: Orchestrated seamless operations by meticulously scheduling shifts, making necessary adjustments, and reconciling activities to ensure adherence to stringent operational protocols. Maintained a vigilant oversight to guarantee swift and accurate completion of all transactions. Demonstrated proficiency in onboarding and training new team members, fostering a cohesive and high-performing workforce.Guest Services: Spearheaded guest-centric initiatives to ensure unparalleled customer satisfaction. Effectively managed guest accommodations, swiftly resolving concerns to exceed guest expectations. Developed and implemented robust guest service policies and procedures, consistently surpassing industry standards.Customer Analysis: Utilized analytical insights derived from comprehensive guest feedback analysis to optimize service delivery and enhance overall guest satisfaction. Diligently managed visitor accounts and billing data to maintain the utmost accuracy and currency of records, ensuring seamless operations and financial transparency.Metropolitan Bank, 2016-2018PERSONAL BANKERClient Assistance: Provided comprehensive support in account opening, transaction processing, and resolution of inquiries or concerns. Offered personalized recommendations on financial products and services tailored to meet customer needs, including debit cards, loans, and investments.Compliance Regulation: Ensured strict adherence to regulatory requirements and upheld ethical standards in all financial transactions. Diligently monitored accounts for suspicious activities and promptly reported findings to regulatory authorities, maintaining the integrity and security of client accounts.Financial Record Management: Maintained meticulous records of financial transactions, meticulously balanced cash drawers, and reconciled accounts to ensure accuracy and compliance with internal policies and regulatory guidelines.Team Collaboration: Collaborated seamlessly with cross-functional teams, managers, and staff to optimize operational efficiency and effectiveness. Contributed to a cohesive team environment focused on delivering exceptional customer service and operational excellence.Education and CredentialsBachelors Degree in BA, Finance, 08/2020 - 04/2024Bachelors DegreeFlorida National University, FL, USAHigh School Diploma, 06/2018 - 06/2020High School DiplomaMiami Dade College, USAAdditional Credentials2-15 Life, Health, and Variable Annuity LicensesAdditional InformationLanguages: English, SpanishTechnical Proficiencies: MS Windows 10, Microsoft Office Suite, Budgeting and Forecasting, Financial Reporting, Investment Analysis, Cash Flow Management, Cost Accounting, ERP Systems (e.g., SAP, Oracle), Advanced Excel, Financial Software (e.g., QuickBooks, Hyperion), Tax Planning and Strategy, Audit and Internal Controls, Quantitative AnalysisInterests: Art, Museums, Hiking, Camping, Travel, Reading, Music, Personal Growth.References Available Upon Request |
