Anthony Guerrero
Summary
Hardworking and passionate job seeker with strong organizational skills eager to secure an analyst position. Ready to help the company achieve both team and individual goals. Ability to handle multiple projects simultaneously with a high degree of accuracy. Proven relationship builder with a strong active listening and strategic thinking skillset.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Personal Banker II
Frost Bank
09.2023 - Current
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Utilized customer relationship management software (Salesforce) to provide accurate and complete customer service.
- Monitored customer accounts to detect irregularities or suspicious activity.
- Conducted outbound sales calls to expand client base
- Managed a portfolio of over 300 households
Personal Banker I
Frost Bank
05.2022 - 09.2023
- Closed real estate backed loans such as Home Equity, HELOCs, and Home Improvement loans with a high degree of accuracy
- Listened to customers while building relationships in order to find products that best suit their needs.
- Maximized revenue through improved sales techniques
- Prospected for new clients
- Made referrals for Business Loans and Merchant Services
Bank Teller
Frost Bank
11.2021 - 05.2022
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Reconciled cash drawer and resolved discrepancies
- Audited fellow teller currency to contribute to dual-control procedures.
Jewelry Sales Associate
Zales The Diamond Store
08.2018 - 03.2019
- Hit assigned goals for each KPI metric (Sales, Warranty, Add-ons, Credit Card Applications)
- Asked open-ended questions to determine exactly what customers required, available budgets and target recipient for each purchase.
- Upsold warranties and purchase add-ons to customers to drive sales revenues and achieve sales goals.
- Approached prospective clients through cold calling and emails to meet sales targets.
Education
Master of Science - Business Data Science And Analytics
Angelo State University
San Angelo, TX05.2025
BBA - Finance
Angelo State University
San Angelo, TX12.2022
Skills
- Advanced Excel skills (PivotTables)
- Financial Statement Analysis
- Data Analysis
- Attention to Detail
- Analytical skills
- Analyzing Performance
- Critical Thinking
Certification
- Small Business Banker Certificate, American Bankers Association - May 2023
- Notary Public of Texas expires August 2026
Affiliations
- UIL Accounting
- 6th place at Lubbock Invitational out of 70 participants
- Stukent Social Media Marketing Simulation
- 1st place in class for revenue generated and overall post engagement
Timeline
Personal Banker II
Frost Bank
09.2023 - Current
Personal Banker I
Frost Bank
05.2022 - 09.2023
Bank Teller
Frost Bank
11.2021 - 05.2022
Jewelry Sales Associate
Zales The Diamond Store
08.2018 - 03.2019
Master of Science - Business Data Science And Analytics
Angelo State University
BBA - Finance
Angelo State University