Accomplished Relationship Manager with outstanding background and experience in customer service, sales and management.Highly organized, directed and detail oriented professional with more than 3 years of practical experience.Addresses all questions and concerns with customer satisfaction in mind. Dynamic, enthusiastic professional with proven ability to effectively work with others in a fast paced working environment. Thorough and committed, exceptional organizational and leadership skills, Motivated professional possessing a strong commitment to quality customer service, coupled with strong sales and superb communications skills.
BANK OF AMERICA –
Focus on deepening customer relationships by referring customers to sales specialists and offering appropriate financial solutions and services to both individual and small business customers/clients. Responsible for driving revenue. Ensure the customer's banking, small business, mortgage and investment needs are met by partnering with specialists and business partners to understand what they offer to customers and the most effective way to generate business referrals in adherence with policies and procedures.Building strong relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration.Participating in weekly proactive planning sessions for client engagement activities and drive sales related topics. Closely partnering with financial center managers and market sales managers to ensure adherence to operational and regulatory policies and procedures.Coach and develop team of personal bankers in execution of key plays while role modeling on a daily basis. Exceedingreferral goals, while adhering to regulatory policies and procedures, by identifying opportunities to directly refer customers to other specialists for additional expertise or specialized needs. Risk management and loss mitigation every business, product, and service transaction by leveraging available tools and knowledge.
BANK OF AMERICA –
Complying with all applicable banking and investment laws, regulations, company policies and procedures to serve the customer's best interest and enhance client satisfaction. Determine customers' financial needs and provide solutions.Maintain professional customer interactions. Sell financial products and services to consumer and small business customers. A top performer funding at the highest tier at 150% above the goal for Q1,Q2,Q3 and Q4 of 2015. Consistently and proactively serving high value clients with their financial need while turning service into sales and deepen relationship with the financial institution. Proven ability to exemplify knowledge of banking services, sales practices and to provide customers with exceptional service. Ability to manage difficult situations and complex transactions with customers and provide clients with information, data and advice.Follow rules and regulations in every interactions with customers. Build and deepen client relationships by recommending the best fit products. Partner with appropriate specialists to serve client's banking, small business, mortgage and investment needs which resulted in a 6.5 million acquisition with Merrill Lynch Wealth Management in Q3 of 2015.
Selected by West Valleys Market Leadership to be the Presenting Banker for Q4 Video and Training Material of National Marketing Campaign. Active member of HOLA (Hispanic/Latino Organization for Leadership and Advancement).
SALES AND SERVICE SPECIALIST
BANK OF AMERICA –
Effectively manage financial center's lobby by making sure customers are directed to the right specialist or business partner. Assist, educate and train customers on how to conduct simple transactions through self-service technologies. Open deposit accounts and other banking products(examples: credit cards, CD, IRAs, Loans) Responsible to make sure the financial center has current Marketing materials on display and make sure the orders are done on time to be in compliance. Resolved complex service issues or referred to appropriate specialist or line of business to guarantee customer satisfaction and retention. Proactively managed risk in every business, product, and service transaction leveraging the Risk Framework. Reviewed daily opened accounts for accuracy and audit purposes. Consistently teaching and coaching tellers to succeed in their daily performance and teller referrals. Working closely with and providing input to the banking center manger and assistant manager to continually improve banking center performance. Granted 2014 Rising Star Award by Regional and Market Leadership Team.
PREMIERE INC. –
Responsible for front end arrival departure logistics. Coordinate with event planners to ensure exceptional execution of event. Supervise, direct, and monitor staff schedules and work performance successfully for 50 events. Build and retain client relationships in order to promote company and obtain referrals. Selected By Operations Manager to supervise the company's most challenging and high potential events.
BANK OF AMERICA –
SHERMAN OAKS ,
Processing transactions accurately and efficiently in a fast paced environment while simultaneously introducing products and services that meet the customer's needs. Exceed sales goals by influencing customers to learn about products/services offered by the bank. Cash management and 100% accuracy in balancing. Sense of urgency, undivided attention to customer. Professional customer service and protection of customer information during and end of the business day. #1 in the Los Angeles Area for Teller Referrals/Banker Conversation Rate.
PUBLISHER RELATIONS –
Recruit, sign, manage and develop top talent.
Responsible for producing final product ( music and lyrics)
Deepen relationships with publishers, record execs, A& R, and all industry professionals. Oversee day to day operations ( goal setting, scheduling , project and deadlines, artists progression). Drive revenue for the company 6 yrs.( responsible for P& L).