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
Dallas, TX
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
Richardson, TX
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
1717 Main Street, Dallas, TX 75201
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
5500 Preston Rd, Dallas, TX 75205
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
Richardson, Plano And Garland, TX
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
551 S Plano Rd, Richardson, TX 75081
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