Abel Guerrero

• As a Senior Banker my main focus is to build New Relationships, asses the specific financial needs of my clients both consumer and small business, offer viable solutions to their immediate plans while considering long term priorities ass well.
• Outreach and maintain frequent communication with existing portfolio of clients to follow up on proposed financial solutions.
• Meet with my Partners on different lines of business to check client referrals previously made and to get feedback about new implemented solutions or new regulations.
• Coach peer and associates of my team about best practices and how improve our effectiveness.
• Assist clients on conducting transactions through self-service technologies .

• Generated new business and referral clients in partnership with financial advisors and branch team.
• Worked with ADP and Merchant Partners to facilitate communication and deliver personalized solutions to customers.
• Assisted customers with opening accounts and signing up for new services.
• Educated clients on available technological tools.
• Developed and cultivated relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
• Complied with established internal controls and policies.

• Processed cash related transactions to clients on teller line.
• Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
• Presented new and additional products and services to existing customers.
• Solved customer challenges by offering relevant financial solutions.
• Processed daily operational tasks like balancing ATMs and Night Drop deposits.
• Asses client's main reason of visit while working as Lobby Leader in order to direct clients properly.

• Planned daily operation.
• Guaranteed standards and procedures.
• Leaded operative and informative briefings.
• Assigned task to Customer Service Agents working on shift and supervise them.
• Managed operations during flights cancelled
• Greeted customers in timely fashion while quickly determining their needs.

Promoted upgrade options to customers to boost our sales.