ANGEL Garcia
Summary
Dynamic professional with a proven track record in sales, excelling in client relationship management and pipeline development. Adept at generating new business and exceeding sales targets, leveraging strong communication skills and in-depth financial knowledge. Recognized for enhancing client satisfaction and fostering trust through tailored financial solutions and exceptional service.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Licensed Health Insurance Agent
Self-employeed
09.2025 - Current
- Advised clients on health insurance options to meet individual needs..
- Developed tailored insurance plans to enhance client satisfaction and retention.
- Managed 180 - 260 outgoing calls per day from leads.
- Maintained up-to-date knowledge of industry trends and regulatory changes, providing accurate advice to clients and staying ahead of competitors.
- Proactively identified potential coverage gaps for clients, recommending additional products or services to enhance their overall insurance protection.
- Educated prospective clients on the benefits of various health insurance options, effectively matching them with suitable plans that met their unique needs.
Property Care Specialist
Shadow Stone Llc
02.2025 - 09.2025
- Generate new business by door to door and warm/cold calling. Advance through property inspections, homeowner consultations, and tailored roofing solutions, consistently exceeding monthly sales targets.
- Build trust with clients by clearly explaining insurance claim process, retail cost, warranties, and financing options leading to a high close ratio.
- Coordinate with project managers, and installation crews to ensure timely, high-quality roof replacement and customer satisfaction.
- Leverage product knowledge and roofing systems and home exterior improvements to upsell additional services and maximize revenue.
VP; Small Business Relationship Manager
Comerica Bank
04.2023 - 01.2025
- Cultivate and sustain strong relationships with clients to drive business growth, and expand customer base.
- Implement a strategic calling program to generate deposits and loans from existing clients and targeted industries, consistently meeting or exceeding production goals.
- Expand the prospect and center of influence (COI) network through active community involvement and networking efforts.
- Engage in proactive outreach activities to retain top clients by providing and upselling, cash management solutions including merchant services, treasury services, credit, and wealth management opportunities.
- Collaborate with banking center teammates during business briefs, huddles and joint appointments to foster and maintain a business focus.
- Promote and lead performance enhancement culture by routinely coaching and mentoring banking center teammates including direct partners like Small Business Bankers.
- Responsible for pipeline development and new loan generation while mitigating risk and clearing all stipulations to fulfill closing documentation and adhering to the proper placement of all loan booking.
AVP; Small Business Banker
Bank of America
01.2020 - 03.2023
- Managed a diverse portfolio of small business clients, ensuring their unique financial needs were met efficiently and effectively.
- Partnered with branch managers to cross-sell banking products and services, increasing overall revenue for the bank.
- Developed a reputation as a trusted advisor by consistently exceeding customer expectations and providing sound financial guidance tailored to each client''s unique needs.
- Increased small business client satisfaction to 98% by providing tailored financial solutions and exceptional customer service.
- Generated new business leads through networking events, referrals from satisfied customers, and proactive outreach efforts.
- Maintained strict adherence to bank policies, procedures, and compliance standards, minimizing risk and potential for financial loss.
Officer; Small Business Consultant
Bank of America
05.2016 - 12.2019
- Facilitated workshops on various business topics including leadership development, customer service excellence, and team building.
- Mentored new small business owners on best practices, contributing to their long-term success.
- Consulted on loan opportunities for small businesses, including business plans and loan applications as needed.
- Identified and solved root problem with sales gaps across multiple locations while achieving highest in satisfactory and new sales generation.
Relationship Manager
Bank of America
09.2014 - 05.2016
- Resolved complex customer inquiries, demonstrating exceptional problem-solving skills and customer service expertise.
- Conducted financial reviews for customers, identifying opportunities for cross-selling additional products and services.
- Strengthened client relationships through consistent follow-ups and proactive communication.
Skills
- Expertise in client, relationship management, pipeline development, and sales forecasting
- Excellent communication skills, fluent in Spanish, with the ability to build rapport and foster trust
- Highly adaptable and self motivated, with a proven ability to work independently and lead cross-functional teams
- Strong relationship building capabilities within business and professional networks including Hispanic-Latino Organization for Leadership & Advancement (HOLA), Black Professional Group (BPG), and Parents and Caregivers Network (PCN)
- In-depth knowledge of business credit, with a strong understanding of tax returns, profit and loss statements, balance sheets, and personal financial statements
- Advanced proficiency in MS Office Suite, including Outlook, Excel Word, and PowerPoint
Accomplishments
Honorary Series, Breakfast with a Banker
Rookie of the Year
Member of Forney and Mesquite Economic Development Center
Top Performer Recipient
Platinum Award for Customer Satisfaction
Global Recognition Recipient &
Pinnacle Club Diamond Award
Certification
- Licensed Health and Life - September 2026
Languages
Spanish
Timeline
Licensed Health Insurance Agent
Self-employeed
09.2025 - Current
Property Care Specialist
Shadow Stone Llc
02.2025 - 09.2025
VP; Small Business Relationship Manager
Comerica Bank
04.2023 - 01.2025
AVP; Small Business Banker
Bank of America
01.2020 - 03.2023
Officer; Small Business Consultant
Bank of America
05.2016 - 12.2019
Relationship Manager
Bank of America
09.2014 - 05.2016