Adam Paniagua
Reno,Nv
Summary
Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
15
15
years of professional experience
Work History
Relationship Banker
07.2021 - 11.2023
- Obtained Nevada Insurance Agent License, Completed SIE, Series 7 and 66 licensing and Nevada notary credentials
- Provided bilingual services Opening and and assisting in maintenance of business accounts for customers, delivered advice and resources for business owners to grow their business such as cash flow, making business plans, introduction to specialists for payroll, HR needs and for payment acceptance
- Assisted high value customers up to hundreds of thousands of dollars with opening trust accounts, managing estates, notarizing documents, referring customers to other financial specialists for mortgage, investments, retirement, and credit by assisting in person and over phone conversations through constant outreach opportunities
- Continued internal management of bank Processes and continuing education for compliance, balancing cash lines, training associates in all previous mentioned responsibilities and acting as branch manager designee when branch management is unavailable
- Forged new relationships with clients and team member connections with entirely new client base having moved from San Diego area to Reno area, adjusting who internal contacts were to better serve the local community and in-person services for mortgage, business, and high value clients
- Partook in community service activities to connect deeper with the local community.
Personal Banker 1
10.2018 - 07.2021
- Built relationships with customers to assist with customers’ needs and recommended products/services to fulfill their financial goals
- Built relationships with internal team members in various departments such as credit, Business, Trusts, Investments, and mortgages in order to better serve my customer base and community by providing clients with the best team member connection possible and deepen those relationships by maintaining their relationship with these other departments
- Assisted customers in establishing assisting small businesses and managing their cash flow, formulating their business plan and provided resources to help their businesses grow
- Adapted to unpredictable environments during COVID-19 Epidemic and supported customers who were going through devastating circumstances such as business closures, sudden loss of family and more
- Provided exceptional customer service assisting customers that were stressed and irate and provided solutions to their financial needs by utilizing multiple systems and digital options to safely engage with them.
Bank teller
12.2010 - 01.2018
- Handling cash and negotiables
- Experienced in assisting customers
- Able to interact with unhappy customers while finding solutions to their needs
- Trained in procedures in managing risk, security, cash shipments and other control tasks required of branch operations
- Trained others in all aforementioned skills and onboarded new employees into the role
- Forged relationships with customers through proper utilization of SHINE.
Shift manager (McDonalds)
06.2008 - 01.2010
- Experience interacting positively with unsatisfied customers
- Experience working with and training new employees on new practices and services
- Experience planning schedules for other team members.
Education
Associate of Arts - Communications
Mira Costa College
Oceanside12.2011
Skills
- Recordkeeping Requirements
- Financial Advising
- Relationship Building and Management
- Customer Service-Oriented
- Sales Expertise
- Financial Services
- Banking
Education Certifications
- Associates in Arts, Communications, Mira Costa College, 12/01/11
- SAFE Registered, 10/01/18
- Nevada Notary, 08/01/23
- SIE, 08/01/21
- CRD#, 7417083
- Series 7, 09/01/21
- No. 3711681 Life, 08/01/21
- Var. Annuities/Var. Life, 02/01/22
- Series 66, 12/01/21
- Nevada Life insurance
- Bilingual, English, Spanish
Volunteer Experience
Worked with "Keep Truckee meadows clean" to go out into the community and clean parks/riverside playgrounds
Worked with Sharp Medical center toy drives in san diego Giving gifts and food to underserved communities
Worked with Reno rotary club teaching special needs children how to fish during nevada Free fishing day
Kept active membership with Wells fargo outreach organizations with the Asian connection, LGBTQ Connection, Latino connection for other community service outreach
Languages
spanish
Full Professional
Timeline
Relationship Banker
07.2021 - 11.2023
Personal Banker 1
10.2018 - 07.2021
Bank teller
12.2010 - 01.2018
Shift manager (McDonalds)
06.2008 - 01.2010
Associate of Arts - Communications
Mira Costa College