Anthony Vasquez-Salazar
Largo,MD
Summary
Experienced with financial planning, investment strategies, and client relations. Utilizes analytical skills and strategic thinking to provide tailored financial solutions. Strong understanding of market trends and risk management.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Roving Personal Banker
Wells Fargo
06.2024 - Current
- Developed financial models to assess investment opportunities and guide client decision-making.
- Conducted comprehensive risk assessments, enhancing clients' financial strategies and compliance measures.
- Motivated, self-starter with the ability to learn new information quickly and independently
- Demonstrated sales, relationship management and customer service skills
- Problem-solving skills and ability to engage with customers, ask questions, share thoughts & offer solutions
- 8 years experience in sales, preferably inside sales
- Previous experience with inbound and/or phone-based sales
- Proficiency with Microsoft Suite of Products (Word, Excel, PowerPoint, Excel, etc.)
- Ability to quickly learn new systems and prior experience with SalesForce
- Good understanding of IRAs, retirement investment products/services and the qualified retirement plan environment
- A growth mindset to meet company and team sales goals
Associate Personal Banker
Wells Fargo
02.2023 - 06.2024
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Coordinated efforts between various departments such as sales, credit assessment, operations teams for smooth delivery of services to clients.
- Mentored team members on effective sales techniques and relationship management, fostering a collaborative work environment.
- Increased referrals from satisfied customers, resulting in new business and revenue growth.
- Coordinated wealth management seminars aimed at educating existing clients about market trends and investment strategies that aligned with their financial goals.
- Exceeded annual sales targets consistently, demonstrating strong business development skills and dedication to customer satisfaction.
- Provided comprehensive financial planning services for clients, including investment management, retirement planning, and estate planning.
- Strengthened client retention by conducting periodic portfolio reviews and providing valuable insights on investment performance.
- Educated customers on features and benefits of banking products and services.
Program Analyst
Wells Fargo
10.2022 - 02.2023
- Acquired Life & Annuities License
- Licensing studying and testing for Finra Licenses
Teller
Wells Fargo
04.2019 - 01.2021
- Processed customer transactions efficiently and accurately, enhancing overall service delivery.
- Resolved customer inquiries and concerns, fostering positive relationships and client satisfaction.
- Maintained cash drawer accuracy through diligent counting and reconciliation practices.
- Trained new tellers on operational procedures and best practices to ensure compliance.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Supported team members in achieving branch goals through collaboration, communication, and shared responsibilities.
Part-Time Specialist
Apple
07.2024 - Current
- Recognized for consistency and adaptability to Apple's Culture.
• Recognized consistently on daily downloads and acquired more than 100 business intros from initial contract date to end date.
• Promoted from seasonal to part time specialist.
• Became a Today at Apple champion and partnered with both creatives in order to increase current metric and ranking for
Montgomery mall store.
• Coached staff on presentation skills and techniques used during customer interactions.
• Monitored individual performance against established targets while providing feedback as needed.
• Contributed to employee development plans and partnered with their connect leaders in order to track their successes and provide
feedback with positive intent.
• Identified trends in customer feedback and created actionable insights from the data. • Had a higher NPS score for Q3 and Q4 in
comparison t o store NPS in the product zone.
Seasonal Specialist
Apple
10.2019 - 01.2020
- Facilitated training sessions on new tools and technologies to enhance team capabilities.
- Enhanced customer satisfaction with timely and accurate issue resolution.
- Conducted in-depth market research for identifying new business opportunities.
- Assisted in developing strategic plan that aligned with long-term company goals.
- Evaluated customer needs and feedback to drive product and service improvements.
- Helped meet changing demands by recommending improvements to business systems or procedures.
- Supported creation of detailed, technical financial models to value potential acquisition targets.
Area Banker
Citibank
01.2021 - 10.2022
- Led financial consultations, enhancing client relationships and optimizing service delivery.
- Streamlined loan processing procedures, reducing turnaround time and improving customer satisfaction.
- Increased client satisfaction by providing tailored financial advice and personalized banking solutions.
- Collaborated with team members to consistently meet or exceed branch sales targets and objectives.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
- Managed high-net-worth client portfolios, ensuring tailored financial solutions aligned with individual goals.
- Supported client objectives with detailed financial analyses that informed strategic decisions related to investments, estate planning, insurance needs, philanthropy, and cash flow management.
- Diversified investment offerings for clients by staying current on market trends, regulations, and new products or services.
Host Manager
Matchbox
10.2018 - 04.2019
- Oversaw daily operations, ensuring optimal guest experience and efficient table turnover.
- Trained and mentored new staff on service standards and operational procedures.
- Coordinated reservations and managed waitlist to maximize seating efficiency.
- Implemented customer feedback systems to enhance service quality and resolve issues proactively.
Supervisor
H&M
07.2014 - 10.2018
- Completed all cleaning, stocking and organizing tasks in assigned sales area.
- Maintained knowledge of current sales and promotions, policies regarding payment and exchanges and security practices.
- Completed all cleaning, stocking and organizing tasks in assigned sales area.
- Trained all incoming sales team members.
- Supervised a sales force of 8 sales associates.
- Developed a comprehensive training program for new sales associates.
- Attended sales training camp and brought best practices leadership back to the company.
- Established operational objectives and work plans and delegated assignments to subordinate managers.
- Prioritized helping customers over completing other routine tasks in the store.
- Built relationships with customers to increase likelihood of repeat business.
- Greeted customers in a timely fashion while quickly determining their needs.
- Recommended merchandise to customers based on their needs and preferences.
- Contacted other store locations to determine merchandise availability.
- Asked open-ended questions to assess customer needs.
- Bagged, boxed or gift-wrapped sold merchandise per customer's request.
- Investigated and resolved customer inquiries and complaints in a timely and empathetic manner.
Kitchen Manager
Chipotle
06.2013 - 07.2014
- Cleaned and organized eating, service, and kitchen areas
- Trained kitchen staff on proper use of equipment, food handling, and portion sizing.
- Kept dining room and kitchen area clean by performing cleaning and laundry duties
- Communicated with other kitchen team members to ensure food was prepared on time and correctly
- Maintained kitchen work areas, equipment, and utensils in clean and orderly condition
- Immediately reported accidents, injuries or unsafe work conditions to manager and completely and promptly filled out required safety forms.
- Answered telephone calls and responded to inquiries.
- Checked temperatures of freezers, refrigerators, and heating equipment to ensure proper functioning
- Routinely supported other areas of the restaurant as requested, including answering telephones and completing financial transactions for other staff members.
- Trained new cashiers on procedures, customer service and sales techniques.
- Maintained smooth and timely operations in preparation and delivery of meals and kitchen sanitation.
Education
BBA - Finance
University of Maryland Global Campus
Hyattsville, MD06-2028
BBA - Business Administration
Strayer University-Maryland
Takoma Park, MD06-2017
Associate of Applied Business - Business Administration
Montgomery College
Rockville, MD06-2015
High School Diploma -
Springbrook High School
Silver Spring, MD06-2013
Skills
- Customer relations
- Expert problem solving
- Analytical thinking
- Proficient with Microsoft Suite of Products (Word, Excel, PowerPoint, Excel, etc)
- Written communication
- Coaching and mentoring
- Technical troubleshooting
- Continuous improvement
- Compliance monitoring
- Risk management
- Team performance improvement
- Excellent communication
- Multitasking
Accomplishments
- Awarded " Business Advocate" Award in 2023.
- Awarded "Coach of the Year " Award in 2017.
- Supervised team of 25 staff members.
Certification
- Life & Annuities License - January 2023
- SIE License - February 2023
- Notary Public Certification - June 2023
Languages
Spanish
Native or Bilingual
Additional Information
- Skills
- Fast-Paced Environments
- Customer Service Microsoft Office
- Team Building Customer Satisfaction
- Progressive Leadership Experience Staff Retention
- Staff Training Experience Strong Leadership Qualities
- Extensive Knowledge Development Team Building
- Leadership Communication Skills Company Sales Goals
- Business Administration Process Improvement
- Banking/Money-Handling Experience
Timeline
Part-Time Specialist
Apple
07.2024 - Current
Roving Personal Banker
Wells Fargo
06.2024 - Current
Associate Personal Banker
Wells Fargo
02.2023 - 06.2024
Program Analyst
Wells Fargo
10.2022 - 02.2023
Area Banker
Citibank
01.2021 - 10.2022
Seasonal Specialist
Apple
10.2019 - 01.2020
Teller
Wells Fargo
04.2019 - 01.2021
Host Manager
Matchbox
10.2018 - 04.2019
Supervisor
H&M
07.2014 - 10.2018
Kitchen Manager
Chipotle
06.2013 - 07.2014
BBA - Finance
University of Maryland Global Campus
BBA - Business Administration
Strayer University-Maryland
Associate of Applied Business - Business Administration
Montgomery College
High School Diploma -
Springbrook High School
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