Anny Mercedes
Valrico,FL
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in Banking products, Lending and Savings. High-performing Bank Customer Service Representative with extensive experience providing exceptional service and support in fast-paced banking environment. Skilled in resolving customer issues, providing financial advice and cross-selling bank products. Strong communicator and problem-solver committed to helping customers achieve financial goals.
Overview
22
22
years of professional experience
Work History
Financial Consultant
PNC Bank
112 S. Pebble Beach BLVD Sun City Center, FL 33573
01.2012 - 06.2023
- As a Financial Consultant at PNC, I have developed a deep understanding of the financial industry and the complex systems and processes that underpin it. I have also contributed to increasing client satisfaction, retention, and loyalty by providing personalized and efficient banking solutions.
- Provided ongoing support for clients experiencing financial challenges, offering guidance on debt management and budgeting techniques.
- Developed comprehensive financial plans for clients to achieve their short-term and long-term goals.
- Expanded client base through targeted marketing efforts and referrals from satisfied customers.
- Analyzed market trends and identified investment opportunities, resulting in enhanced portfolio performance.
- I am committed to delivering exceptional service and value to our clients, while ensuring compliance and risk mitigation. I am looking for an opportunity to leverage my skills and expertise in a dynamic and challenging environment, where I can contribute to the growth and success of the business.
Financial Services Representative
SunTrust Now Truist
1701 E 7th Ave Tampa, FL 33605
02.2001 - 12.2011
- Contributed towards branch growth by identifying prospects within the community and nurturing relationships for new business opportunities.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Delivered consistent results within compliance guidelines while meeting quarterly sales quotas.
Education
Associate of Science - Computer And Information Sciences
Hillsborough Community College
Tampa, FLHigh School Diploma -
Bloomingdale High School
Valrico, FLAssociate of Science - Real Estate Associate
Tampa School of Real Estate
Tampa, FL02.2024
No Degree -
Notary Public
State Of Florida 02.2005
Skills
- Client Relationship
- Cross-Selling
- Client Satisfaction
- Strong Client Services
- NMLS
- Product Knowledge
- Financial Solutions
- Phone Calls
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Financial Consultant
PNC Bank
01.2012 - 06.2023
Financial Services Representative
SunTrust Now Truist
02.2001 - 12.2011
Associate of Science - Computer And Information Sciences
Hillsborough Community College
High School Diploma -
Bloomingdale High School
Associate of Science - Real Estate Associate
Tampa School of Real Estate
No Degree -
Notary Public