Adilia Colon
Chicago,IL
Summary
Versatile and experienced leader with a proven and accomplished track record in successfully building & maintaining client relations. Accurately analyzing market trends, identifying business needs, opportunities and ultimately driving profitability through generating revenue resources. In-depth knowledge of CRM practices, risk analysis, operational efficiency and business process improvement. Well-versed in forging strategic partnerships to increase revenue and attract new clients. Support clients in increasing market share and revenue growth through leadership and collaboration.
Overview
19
19
years of professional experience
Work History
Sr. Relationship Manager/Treasury Manager
Credit Union 1
Lombard, IL
09.2019 - 10.2023
- Built, developed and maintained a portfolio of 150+ clients, achieving a massive $52MM book of business while magnifying the relationships to ensure long-term customer relations.
- Actively counseled & persuaded clients with tailored & individualized solutions.
- Reviewed financial statements, credit reports, and other relevant documents in order to assess creditworthiness.
- Analyzed customer data to identify areas of risk and potential opportunities for growth.
- Ensured compliance with legal regulations, policies, and procedures related to banking operations.
- Negotiated terms of service contracts with customers while ensuring maximum profitability for the bank.
- Provided ongoing support to customers throughout the life cycle of their relationship with the bank.
- Maintained an up-to-date understanding of industry trends and best practices in order to remain competitive in the marketplace.
- Implemented strategies for increasing customer retention rates by providing excellent service levels at all times.
- Organized promotional events such as seminars or webinars aimed at educating customers about new products or services.
- Resolved customer inquiries or complaints promptly and efficiently in accordance with established guidelines.
- Participated in cross-functional teams dedicated to developing innovative solutions for customers' unique needs.
- Performed periodic reviews of client portfolios in order to identify areas requiring further attention or improvement.
- Ongoing education & actively pursing growth at conferences, trade shows, or networking events designed to build relationships with potential clients.
- Drove client satisfaction and kept lines of communication open to further business objectives through strong customer relationships.
- Addressed inquiries from clients and department team members.
- Cultivated relationships with customers by participating in meetings onsite and at client locations.
- Interacted with customers and worked closely to resolve issues.
- Developed or analyzed information to assess current or future financial status of firms.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
Business Development Representative
Credit Union 1
Lombard, IL
06.2018 - 09.2019
- Developed and maintained relationships with potential customers to understand their business needs.
- Created customized presentations and proposals for prospective clients.
- Conducted outreach activities, such as cold calling, emailing and attending networking events.
- Researched target accounts to build a pipeline of qualified leads.
- Provided regular updates on progress towards meeting monthly targets.
- Identified key decision makers within target companies and initiated contact with them.
- Built strong relationships with existing customers through ongoing communication.
Assistant Branch Manager
Credit Union 1
Chicago, IL
01.2014 - 09.2018
- Provided training to new employees on company policies and procedures.
- Provided leadership and direction to staff members in order to ensure efficient operations of the branch.
- Conducted performance reviews, monitored employee goals, and provided feedback and coaching as necessary.
- Ensured compliance with internal policies and procedures as well as external regulations.
- Developed strategies for increasing customer satisfaction levels and improving service quality.
- Analyzed financial data and prepared reports on the branch's performance for senior management.
- Monitored daily operations of the branch including sales, customer service, inventory control.
- Maintained a positive relationship with customers by responding promptly to inquiries or complaints.
- Performed financial transactions such as deposits, withdrawals, transfers, loan payments.
- Resolved customer issues effectively in order to maintain strong customer relationships.
- Assisted in developing budgets for the branch and monitoring expenses against budget projections.
- Recruited new staff members through job postings and conducting interviews.
- Managed daily cash flow activities including counting cash drawers at opening and closing times.
- Supervised teller duties including balancing cash drawers and verifying accuracy of transactions.
- Prepared monthly reports on branch activity metrics such as number of accounts opened and closed.
- Monitored daily operations and supported Branch Manager in necessary duties.
- Supervised ranch personnel and operations in absence of branch manager, keeping operations and workflows running smoothly.
- Provided bank leadership in absence of branch manager.
- Demonstrated expertise and reasoned guidance regarding loan products, lines of credit and account options.
- Developed strategy to achieve target sales goals.
- Evaluated credit application to determine risk factors and financial feasibility.
- Planned work schedules to maintain adequate staffing levels.
- Verified cash by balancing cash drawers and maintaining cash count records.
- Assigned duties to employees and examined work for accuracy, neatness and timeliness.
Senior Bank Teller
Credit Union 1
Chicago, IL
01.2008 - 01.2014
- Managed daily banking operations, including opening and closing of the bank.
- Processed deposits, withdrawals, loan payments, cash advances and transfers for customers.
- Provided customer service to clients regarding their accounts and transactions.
- Assisted with new account openings, including verifying customer identity documents.
- Issued checks and money orders as requested by customers.
- Balanced currency, coin and check transactions daily in compliance with established policies and procedures.
- Educated customers on bank products such as savings bonds or ATM cards.
- Resolved customer inquiries and complaints in a professional manner.
- Assisted with training of newly hired tellers on operational processes.
- Cross-sold bank products such as credit cards or investments to customers.
- Ensured adherence to Bank Secrecy Act regulations during all transactions.
- Identified opportunities to refer customers to other lines of business within the bank.
- Maintained up-to-date knowledge of applicable laws and regulations governing financial institution activities.
- Monitored surveillance cameras while processing transactions at the window.
- Participated in branch audits conducted by internal audit staff members.
- Provided assistance to colleagues when needed during peak times or busy periods.
- Reconciled discrepancies between cash drawer totals and computer records.
- Reviewed account activity reports for suspicious activities or potential fraud cases.
- Handled large volumes of cash accurately while performing transaction verifications.
- Analyzed customer needs through conversations with them and offered appropriate solutions.
- Welcomed customers and offered pleasant service during entire transaction.
- Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
Member Service Representative
Credit Union 1
Chicago, IL
01.2007 - 01.2008
- Assisted with the opening of new accounts and processed account maintenance requests.
- Answered incoming calls regarding membership benefits and services.
- Handled customer complaints in an efficient and courteous manner.
- Processed loan applications and documented loan decisions according to policy requirements.
- Verified identity information on new accounts using established procedures.
- Provided guidance to members on how best to use products or services offered by the organization.
- Identified opportunities for cross-selling additional products or services based on member needs.
- Attended training sessions regularly to stay abreast of changes in company policies or procedures.
- Participated in team meetings to discuss customer service strategies and goals.
- Managed customer conflicts and challenging situations by staying calm and accessing internal knowledgebases to develop strategic solutions.
Teller
Credit Union 1
Chicago, IL
02.2005 - 01.2006
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Verified customers' identification to ensure compliance with laws and regulations.
- Balanced cash drawers on a daily basis.
- Provided exceptional customer service while accurately processing routine transactions.
- Answered customer inquiries regarding bank products and services.
- Cross-sold additional bank products when applicable to meet customer needs.
- Handled large volumes of currency quickly and accurately with minimal errors.
- Continuously updated knowledge about banking products, services, policies and regulations.
- Maintained confidentiality of bank records and client information.
Education
High School Diploma -
Prosser Career Academy
Chicago, IL06.2000
Some College (No Degree) - Accounting and Business Management
DeVry University
Villa Park, ILSkills
- Business Development
- Public Speaking
- Business Relationship Management
- Critical Thinking
- Financial Resource Management
- Risk Assessment
- Client Relationship Management
- Strategic Planning
Languages
Spanish
Native/ Bilingual
Accomplishments
- Consistently maintained high customer satisfaction ratings.
- Created highly effective new program that significantly impacted efficiency and improved operations.
- Developed relationships with 200+ new clients and typically exceeded sales goals by 30%.
Timeline
Sr. Relationship Manager/Treasury Manager
Credit Union 1
09.2019 - 10.2023
Business Development Representative
Credit Union 1
06.2018 - 09.2019
Assistant Branch Manager
Credit Union 1
01.2014 - 09.2018
Senior Bank Teller
Credit Union 1
01.2008 - 01.2014
Member Service Representative
Credit Union 1
01.2007 - 01.2008
Teller
Credit Union 1
02.2005 - 01.2006
High School Diploma -
Prosser Career Academy
Some College (No Degree) - Accounting and Business Management
DeVry University