Monica Guzman
New Caney
Summary
Highly driven professional with 10 years of work experience developing and maintaining profitable lending and deposit relationships with both new and existing business clients. I actively connect with clients face to face or virtually and execute consistent follow-up routines to meet their needs. I have passion and drive to provide comprehensive financial solutions.
Overview
3
3
years of professional experience
Work History
Enterprise Small Business Banker
Bank of America
03.2022 - Current
- Manage book of business , focusing on clients with minimun annual revenues of 1MM
- Cultivate, maintain and develop relationships uncover needs and new opportunities primarily focusing on new credit and depository growth
- Effective preparation on pre call planning to gain client confidence by showing knowledge of clients industry trends and needs and understanding areas of opportunity that may exist
- Uncover and develop credit opportunities including card, unsecured financing, conventional, SBA, and real estate secured financing
- Mentore new hire associates to help cultivate right behaviors for successful consultative selling, and be a ongoing resource for guidance regarding procedures and services
Education
Finance -
Sam Houston State University
Huntsville, Texas08.2017
Skills
- Time management
- Salesforce
- Portfolio Management
- Workspace
- Microsoft Word
- Microsoft PowerPoint
- Microsoft Excel
- Analytical skills
Affiliations
- LEAD (Leadership, Education, Advocacy and Development) for Women, Dedicated to connecting, developing and elevating women to enable them to make meaningful contributions within our company and the communities we serve.
- HOLA (Hispanic/Latino Organization for Leadership and Advancement), Committed to helping Bank of America attract, engage, develop and retain its Hispanic/Latino employees. HOLA provides a forum through which its members can gain access to mentoring and networking opportunities with senior leaders in the bank.
Timeline
Enterprise Small Business Banker
Bank of America
03.2022 - Current
Finance -
Sam Houston State University
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