Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Anthony Cano

Crandall,TX

Summary

Dynamic Client Advisor with a proven track record at Bank of America, excelling in client retention and consultative selling. Recognized for enhancing customer satisfaction through active listening and tailored financial solutions. Achieved top performance by leveraging cross-selling techniques and maintaining strong client relationships, driving revenue growth and loyalty.


Overview

8
8
years of professional experience

Work History

Client Advisor

Platinum Dodge
05.2024 - Current
  • Assisted in training new team members, sharing best practices and expertise in Client Advisor role.
  • Strengthened client relationships through regular communication and proactive follow-up on inquiries.
  • Maintained in-depth knowledge of industry trends and products, ensuring accurate guidance for clients.
  • Developed strong rapport with clients through active listening and empathetic understanding of their goals and concerns.
  • Top performer month over month

Client Service Representative

Bank of America
09.2023 - 05.2024
  • Handled sensitive client information with discretion, ensuring confidentiality at all times.
  • Delivered outstanding customer service by maintaining a professional demeanor during high-pressure situations.
  • Managed incoming calls, providing prompt and accurate information to clients about products and services.
  • Maintained accurate record-keeping with proactive attention to client information updates.
  • Enhanced client satisfaction by addressing inquiries and resolving issues promptly.

Credit Solutions Advisor

Bank of America
07.2022 - 09.2022
  • Enhanced client satisfaction by providing tailored solutions based on their unique requirements.
  • Identified potential areas for improvement within existing solutions, leading to optimized performance and increased customer satisfaction.
  • Assisted sales teams by creating compelling proposals that effectively showcased the value of our solutions.
  • Navigated challenging client situations with diplomacy and professionalism, preserving long-term business relationships.
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
  • Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
  • Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.

Relationship Manager

Bank of America
08.2017 - 09.2021
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
  • Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
  • Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.

Education

Rowlett High School
Rowlett, TX

Skills

  • Client interaction
  • Cross-selling techniques
  • Client retention strategies
  • Consultative selling
  • Goal oriented
  • Loan origination
  • Sales development
  • Financial analysis
  • Customer service
  • Active listening
  • Critical thinking
  • Data entry

Languages

Spanish
Native or Bilingual

Timeline

Client Advisor

Platinum Dodge
05.2024 - Current

Client Service Representative

Bank of America
09.2023 - 05.2024

Credit Solutions Advisor

Bank of America
07.2022 - 09.2022

Relationship Manager

Bank of America
08.2017 - 09.2021

Rowlett High School

Similar Profiles

CREATE PROFILE