Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

ALEJANDRO CORNELL

Mansfield,US

Summary

6 Years of experience in leadership, customer service, data analyzing, and professional sales. Demonstrated expertise in financial analysis, enhancing member engagement, and surpassing sales targets through strategic initiatives. Proficient at utilizing advanced computer skills to improve service efficiency and drive business growth. Determined to apply financial knowledge and expertise into a great company.

Overview

2026
2026
years of professional experience
1
1
Certification

Work History

Relationship Banker

Bank Of America, N.A.
2024 - Current
  • Cultivated strong consumer and small business relationships by providing tailored advice and services
  • Advise customers on bank products and services customized for their needs (e.g. loans, investments and credit services)
  • Manage consumer and small business bank accounts; open, closing, overseeing transactions, and resolving issues
  • Refer clients to internal financial experts, as needed
  • Make outbound sales/service calls to potential customers and existing customers to ensure financial health
  • Perform administrative duties (e.g. tracking and monitoring consumer and small business account data)

Operations Lead

Credit Union of Texas
2023 - 2024
  • Help internal business partners with handling their client account openings, closures, change of ownership from a local perspective.
  • Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures
  • Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service
  • Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions
  • Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units
  • Performed quality control and monitored production efforts.

Senior Financial Specialist

Credit Union of Texas
2021 - 2023
  • Achieve sales and service targets, ensuring member satisfaction and loyalty.
  • Analyzed client capital structures and plans to determine financial viability and productivity of intended investments.
  • Educated small businesses and consumer clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Helped small businesses and individuals build and execute wealth management strategies based on unique goals and objectives.
  • Expertise in managing personal, corporate, and small business accounts and building long-term relationships with customers.
  • Implemented strategic sales initiatives, consistently exceeding quarterly targets and fostering sustained business growth.
  • Introduce digital tools to simplify account management, improving member experience and reducing operational costs.
  • Furnished requested financial data and reports to auditors, regulators and investors and prepared analysis to support risk management.

Store Manager

Verizon
01.2018 - 01.2021
  • Develops talent, including proactive sourcing of candidates
  • Surpass sales targets through exceptional customer service and sales acumen
  • Utilized advanced computer skills for sales tracking, external marketing, and data accuracy
  • Facilitated professional development and team leadership, fostering a collaborative sales environment
  • Directed daily operations, ensuring optimal store performance and compliance with corporate standards, resulting in improved customer satisfaction ratings
  • Manages business results through formalized management routines and coaching
  • Create a world class client experience environment
  • Drives operational excellence by engaging employees on business strategy

Education

Associates Degree - Finance

Tarrant County College
Fort Worth, TX
01.2020

High School Diploma -

Juan Seguin High School
Arlington, Texas
01.2018

Skills

  • Professional Sales
  • Financial Analysis
  • Computer Skills
  • Professional Development
  • Customer Service
  • Leadership
  • Relationship Building and Management
  • Proficient in Various Computer Software
  • Effective Communication

Certification

  • Certified Funded Trader, Topstep - July 23rd, 2025

Timeline

Store Manager

Verizon
01.2018 - 01.2021

Relationship Banker

Bank Of America, N.A.
2024 - Current

Operations Lead

Credit Union of Texas
2023 - 2024

Senior Financial Specialist

Credit Union of Texas
2021 - 2023

Associates Degree - Finance

Tarrant County College

High School Diploma -

Juan Seguin High School

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