Danney Nunez
Hialeah Gardens,FL
Summary
Individual with a good reputation looking to work in a financial institution; bringing strong ability to adhere to rules and regulations guiding the company, and to obey legal laws in the process of working for the company. Seeking a banking position in a challenging but rewarding organization, bringing proven ability to effectively handle customer complaints and ensuring crisis situations are well resolved.
Overview
14
14
years of professional experience
Work History
Administrative Assistant
Lakes Dialysis Center
12.2016 - 06.2017
- Provide general administrative and clerical support including mailing, scanning, faxing and copying to management
- Maintain electronic and hard copy filing system
- Open, sort and distribute incoming correspondence
- Perform data entry and scan documents
- Manage calendar for Managing Director
- Assist in resolving any administrative problems
- Run company’s errands to post office and office supply store
- Answer calls from patients regarding their inquiries
- Prepare and modify documents including correspondence, reports, drafts, memos and emails
- Schedule and coordinate meetings, appointments and travel arrangements for Managers
- Maintain office supplies for department
- Establish transportation for each patient
- Get approvals and verify coverage from insurances
Personal Banker
Wells Fargo Bank
07.2015 - 06.2016
- Provide expert advice and service to customers
- Find satisfaction in offering the right financial solutions to help customers with large expenses, such as saving for college, buying a home, and planning for retirement
- Understanding customers’ financial needs and showing them how to get the greatest possible value for our products and services
- Build and manage lifelong customer relationships
- Customers follow up
- Developing and maintaining relationships with Wells Fargo partners to maximize sales opportunities
- Meet sales goals
- Analyzing current customer relationships and proactively contacting customers with recommendations to help them achieve financial success
- Met and exceeded sales goals
- Top performer in credit card sales for the district
Bank Teller/Vault Teller
Regions Bank
07.2010 - 07.2015
- Customer service and answering customer inquiries
- Identify customer potential needs and offer banking products or services that could benefit them
- Cash Balancing
- Make sales referrals to the platform team
- Handle foreign currency exchange
- Make all Western Union transactions
- Vault
- Meet sales goals
- Incoming and outgoing money shipments
- Met and exceeded sales goals for all quarters from 2010 through 2015 with more than 200%
- Great KDS (Gallup) scores always above 90%
- Helped meet branch score card every quarter after being promoted to Vault Teller
- Won multiple contests on referrals percentage above goal
- Mentioned on regional calls as a top producer
Relationship Banker
Bank of America
08.2018 - Current
- Engage customers in the lobby to assist, educate and train customers on how to conduct simple transactions through self-service technologies
- Work with retail customers to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs
- Open deposit accounts and sell banking products (examples: credit cards, CDs, IRAs, loans)
- Quote rates, terms and programs for loan customer requests
- Respond to customer inquiries and concerns, creating customized solutions
- Recognize and refer cross-sell
- Refer opportunities to appropriate specialist
- Ensure customers/clients are connected to the appropriate teammate to help them achieve their financial goals; make sure all sales, service and specialized needs are met; and help drive overall revenue growth
- Ensure the customer’s 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 (examples: customer’s banking, small business, mortgage and investment needs)
- During times of high customer traffic, process transactions accurately and efficiently to build customer confidence and trust, based on established policies and procedures
- Finished my first quarter over 200%
- 100% in Voices
- Mentor coach
Education
Associate Degree - undefined
Miami Dade College
Hialeah, FL08.2016
Skills
- Administrative skills
- Persuasive skills
- Organizational skills
- Relationship building
- Task management
- Telephone operation
- Quality service
- Computer skills
- Microsoft Word
- Microsoft PowerPoint
- Microsoft Outlook
Accomplishments
- Finished my first quarter over 200%.
- 100% in Voices.
- Mentor coach.
Custom
- Carlos Nunez, (305) 785-3041
- Leydis Pino P.A., (786) 261-5545
- Livia Ruiz, (305) 560-7175
Timeline
Relationship Banker
Bank of America
08.2018 - Current
Administrative Assistant
Lakes Dialysis Center
12.2016 - 06.2017
Personal Banker
Wells Fargo Bank
07.2015 - 06.2016
Bank Teller/Vault Teller
Regions Bank
07.2010 - 07.2015
Associate Degree - undefined
Miami Dade College
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