Algelis Mercedes
Hialeah
Summary
Banking professional with extensive experience in managing account portfolios and improving financial processes. Recognized for strong focus on team collaboration and achieving results, ensuring adaptability in dynamic environments. Key skills include risk management, financial analysis, and customer relationship management.
Overview
18
18
years of professional experience
Work History
Operations Supervisor
CVS Pharmacy
Miami Beach, FL
01.2018 - Current
- Managed daily operations for optimal performance, ensuring smooth workflows and timely completion of tasks.
- Maintained open lines of communication with upper management to provide regular updates on operational progress and challenges faced by the team.
- Enhanced team productivity by providing ongoing training, coaching, and mentoring to staff members.
- Collaborated with cross-functional teams to develop innovative solutions for improving overall business performance.
Sr. Relationship Banker
First Horizon
Miami Beach, FL
08.2006 - Current
- Responsible for opening checking accounts, savings accounts, business accounts, and provide all other deposit product services at the customer's request.
- Increased cross-selling opportunities through identifying clients'' needs and recommending appropriate banking products.
- Provided support during audits by ensuring accurate documentation was maintained for all client interactions.
- Resolved complex customer issues, resulting in increased trust and loyalty among clients.
- Supervised daily branch operations to ensure efficiency, compliance, and a positive customer experience.
- Managed a portfolio of high-value clients, ensuring their satisfaction and retention.
- Collaborated with branch team members to achieve sales targets and improve overall performance.
- Assisted clients with credit applications, guiding them through the process from initial inquiry to loan approval.
- Generated revenue growth by successfully closing deals on loans, lines of credit, mortgages, and other banking products.
- Educated customers on online banking and mobile banking applications.
- Monitored and verified suspicious activity on customer accounts.
Education
High School Diploma -
Miami Springs Senior High
Miami, FLSkills
Operations Management
Performance monitoring
Task Delegation
Staff Supervision
Customer relationship development
Compliance Management
Goal Setting
Teamwork and Collaboration
Loan Processing
Banking Software Proficiency
Portfolio Management
Customer Service-Oriented
Timeline
Operations Supervisor
CVS Pharmacy
01.2018 - Current
Sr. Relationship Banker
First Horizon
08.2006 - Current
High School Diploma -
Miami Springs Senior High