Andres Delgado
Miramar
Summary
Banking professional with comprehensive experience in financial services and client management. Skilled in financial analysis, risk assessment, and regulatory compliance, with a strong focus on accuracy and detail. Proven ability to collaborate effectively within teams and consistently deliver results in fast-paced environments.
Demonstrated background in leadership and team management, with strengths in strategic planning, problem-solving, and adapting to dynamic business needs. Known for reliability, effective communication, and maintaining strong interpersonal relationships while delivering high-quality outcomes.
Overview
7
7
years of professional experience
Work History
Banking Specialist IV – Assistant Manager
Amerant Bank
Coral Way, Fl
06.2024 - Current
- Resolved complex customer complaints with professionalism and empathy, ensuring positive outcomes and client retention.
- Built and maintained strong client relationships, contributing to increased referrals and repeat business.
- Enhanced customer satisfaction by delivering personalized financial solutions and high-quality service.
- Conducted thorough risk and credit assessments, ensuring adherence to regulatory requirements and internal policies.
- Led and developed team members, fostering accountability, ownership, and improved performance outcomes.
- Reduced operational errors through quality control measures, process improvements, and targeted staff training.
- Oversaw daily banking operations, ensuring efficiency, accuracy, and timely completion of tasks.
- Addressed customer inquiries and escalations promptly, maintaining a high standard of client experience.
- Improved operational efficiency by streamlining processes and implementing effective procedures.
Assistant Manager
TD Bank
Miami, FL
02.2022 - 06.2024
- Improved customer satisfaction by efficiently resolving account-related inquiries and escalations.
- Developed and implemented staff training programs, enhancing product knowledge and elevating service quality.
- Increased sales of banking products by coaching team members on effective cross-selling techniques.
- Streamlined daily operations through optimized scheduling, task delegation, and performance tracking.
- Partnered with management to support strategic initiatives focused on business growth and operational improvement.
- Managed staff scheduling to ensure adequate coverage during peak hours while maintaining labor efficiency.
- Enforced company policies consistently and handled employee relations matters with fairness and professionalism.
Senior Customer Service Representative Lead
TD Bank
Miami, FL
06.2020 - 02.2022
- Improved customer satisfaction by efficiently resolving account-related inquiries and escalations.
- Developed and implemented staff training programs, enhancing product knowledge and elevating service quality.
- Increased sales of banking products by coaching team members on effective cross-selling techniques.
- Streamlined daily operations through optimized scheduling, task delegation, and performance tracking.
- Partnered with management to support strategic initiatives focused on business growth and operational improvement.
- Managed staff scheduling to ensure adequate coverage during peak hours while maintaining labor efficiency.
- Enforced company policies consistently and handled employee relations matters with fairness and professionalism.
Bank Teller Supervisor
TD Bank
Hialeah, FL
09.2019 - 06.2020
- Improved customer satisfaction by efficiently processing transactions and addressing account inquiries.
- Streamlined teller operations for better workflow by implementing time-management strategies.
- Enhanced branch sales through cross-selling bank products and services to customers.
- Conducted daily audits of cash drawer, ensuring accuracy and compliance with bank policies.
Education
Associate of Science -
Florida National University
Miami, FLSkills
- Customer Service & Client Experience
- Sales & Relationship Management
- Transaction Processing & Payment Operations
- Fraud Awareness & Risk Assessment
- Regulatory Compliance & KYC Procedures
- Internal Controls & Audit Support
- Team Leadership & Staff Development
- Performance Monitoring & KPI Tracking
- Process Improvement & Operational Efficiency
- SOP Development & Policy Adherence
- Dispute Resolution & Escalation Handling
- Problem-Solving & Critical Thinking
- Time Management & Organizational Skills
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Banking Specialist IV – Assistant Manager
Amerant Bank
06.2024 - Current
Assistant Manager
TD Bank
02.2022 - 06.2024
Senior Customer Service Representative Lead
TD Bank
06.2020 - 02.2022
Bank Teller Supervisor
TD Bank
09.2019 - 06.2020
Associate of Science -
Florida National University