Adrian Corral
Phoenix,AZ
Summary
Results-driven sales and customer service professional with 6+ years of experience in banking, insurance, and telecommunications. Proven ability to retain clients, exceed sales targets, and build long-term relationships across consumer and business accounts. Recognized for consultative selling, account management, and client retention strategies that drive revenue growth and customer satisfaction.
Overview
9
9
years of professional experience
Work History
Personal Banker
Wells Fargo
09.2024 - Current
- Built and managed long-term relationships with consumer and business clients, driving growth in deposits and lending.
- Collaborated with cross-functional teams to design and implement new business strategies, driving branch-level revenue growth.
- Proactively engaged clients and prospects through targeted outreach and personal calls, achieving a 25% increase in new account openings.
ECC Retention II
State Farm
04.2023 - 09.2024
- Retained an average of 85%+ of consumer auto policies by applying consultative sales and customer service strategies.
- Processed and submitted 100+ policy applications/changes per week while maintaining compliance with company standards.
Portfolio Service Advisor 1
Silicon Valley Bank
09.2022 - 03.2023
- Onboarded 30+ new business clients per month, coordinating across quality assurance and implementation teams to meet service level agreements.
- Ensured seamless account openings and additional service enrollments through detailed process documentation and compliance checks.
- Partnered with internal teams to streamline onboarding workflows, reducing delays and enhancing client experience.
Integrated Solutions Consultant
AT&T
04.2022 - 09.2022
- Developed and executed sales strategies, resulting in a 20% increase in upselling of bundled services.
- Conducted in-person business visits to assess client needs and deliver tailored technology solutions.
Sr. Client Services Rep
Bank Of America
06.2021 - 01.2022
- Consistently exceeded key performance metrics including average handle time, quality scores, and customer satisfaction.
- Assisted 50+ customers daily with complex banking inquiries, ensuring accuracy in transactions and compliance with regulations.
Personal Banker
Wells Fargo
11.2019 - 06.2021
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Consistently ranked in the top tier for sales performance across the branch network.
Escalation Specialist
Wells Fargo
07.2018 - 11.2019
- Successfully de-escalated high-level customer issues, improving resolution rates and reducing customer churn.
- Mentored and trained 10+ new hires, contributing to stronger team performance and faster onboarding.
- Provided subject matter expertise in handling complex service escalations requiring advanced problem-solving.
Premier Phone Banker
Wells Fargo
01.2017 - 07.2018
- Supported high-net-worth clients during financial challenges, creating tailored solutions to restore financial stability.
- Achieved consistent recognition for delivering excellent customer service and meeting quality assurance goals
Education
High School Diploma -
Betty H Fairfax
Phoenix, AZ05-2015
Skills
- Client Retention & Engagement
- Consultative & Solution Selling
- Risk Assessment & Compliance
- Data Collection & Reporting
Education and Training
other
Languages
Spanish
Native or Bilingual
Timeline
Personal Banker
Wells Fargo
09.2024 - Current
ECC Retention II
State Farm
04.2023 - 09.2024
Portfolio Service Advisor 1
Silicon Valley Bank
09.2022 - 03.2023
Integrated Solutions Consultant
AT&T
04.2022 - 09.2022
Sr. Client Services Rep
Bank Of America
06.2021 - 01.2022
Personal Banker
Wells Fargo
11.2019 - 06.2021
Escalation Specialist
Wells Fargo
07.2018 - 11.2019
Premier Phone Banker
Wells Fargo
01.2017 - 07.2018
High School Diploma -
Betty H Fairfax
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