Anthony Gonzales
Lexington Park,MD
Summary
Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options. Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.
Overview
7
7
years of professional experience
Work History
Assistant Vice President/SR. Relationship Banker
M&T Bank
Waldorf, MD
04.2021 - Current
- Monitored accuracy of customer information in system.
- Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
- Developed summaries to assess each client's participation level and determine targets for follow-up plans.
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Performed thorough analyses on credit applications, minimizing loan default risks while adhering to regulatory compliance standards.
- Analyzed customers' financial information to deliver personalized account guidance.
- Developed strong rapport with local businesses, positioning the bank as a preferred partner for commercial banking services.
- Responded to customer inquiries regarding new accounts and account services.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
SR. Relationship Banker
SunTrust Bank
California, MD
10.2018 - 04.2021
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Continuously monitored economic news sources affecting industries served by our clientele allowing us tailor our recommendations accordingly.
- Counted, verified and handled bank deposits and armored car transactions.
- Resolved complex customer issues, resulting in increased trust and loyalty among clients.
- Conducted financial reviews with clients to identify opportunities for additional product offerings or improvements in their current situation.
- Trained new hires on customer service policies and procedures.
- Established rapport with new clients to increase satisfaction and loyalty.
- Exceeded performance metrics consistently, earning recognition as a top performer within the team.
Universal Banker
PNC Bank
Lusby, MD
05.2017 - 10.2018
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Generated revenue growth by successfully closing deals on loans, lines of credit, mortgages, and other banking products.
- Arranged monies received in cash boxes and coin dispensers according to denomination.
- Received loan and utility payments, sending funds to correct destinations.
- Assisted clients with credit applications, guiding them through the process from initial inquiry to loan approval.
- Collaborated with branch team members to achieve sales targets and improve overall performance.
- Conducted financial reviews with clients to identify opportunities for additional product offerings or improvements in their current situation.
- Excellent communication skills, both verbal and written.
Education
No Degree - Criminal Justice
Kaplan University
Davenport, IAHigh School Diploma -
Camden Fairview High School
Camden, AR05.2008
Skills
- Marketing campaigns
- Cross-Selling Products
- File Maintenance
- Security understanding
- Teller Support
- Employee Motivation
- Creative Thinking
- Banking operations knowledge
- Financial Services
- Customer Service-Oriented
- Cash Handling
- Time Management
- Supervision and leadership
- Critical Thinking
- Analytical Thinking
Timeline
Assistant Vice President/SR. Relationship Banker
M&T Bank
04.2021 - Current
SR. Relationship Banker
SunTrust Bank
10.2018 - 04.2021
Universal Banker
PNC Bank
05.2017 - 10.2018
No Degree - Criminal Justice
Kaplan University
High School Diploma -
Camden Fairview High School