Summary
Overview
Work History
Education
Skills
Languages
Timeline
GeneralManager
Armando M Cruz

Armando M Cruz

Bronx,NY

Summary

Methodical finacier possessing expertise in managing personal, corporate and small business accounts. Accomplished in selling banking solutions to drive sales and revenue generation goals. Offering 6 years of experience in providing personal financial counseling. Comfortable working independently or as part of professional banking team.

Overview

12
12
years of professional experience

Work History

Relationship Banker

JP Morgan Chase
Bronx, NY
01.2014 - 01.2019
  • Processed collateral loans and filed all loan documentation
  • Counseled clients in selection of financial products
  • Created and processed client accounts
  • Sold bank products based on specific sales focus and clients’ needs
  • Identified and researched prospective clients
  • Developed and facilitated client presentations
  • Developed client atmosphere, and personal relations training
  • Managed clientele book of over 500 high profile individuals
  • Managed financial data of over 1100 clients
  • Ensured safety of clients assets 5 Million and up.
  • Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
  • Worked with clients to address and respond to client and partnership management issues.
  • Developed summaries to assess each client's participation level and determine targets for follow-up plans.
  • Presented new and additional products and services to existing customers.
  • Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.

Multi-Channel Sales Supervisor

Best Buy
12.2009 - 01.2014
  • Led diverse workforce, ensuring consistent execution of employee processes, proactive talent sourcing and recruiting, and development in partnership with store leadership team
  • Coached direct reports and provided unique and purposeful development experience
  • Accountable for development of team, by means of succession / progression planning
  • Monitored employee metrics as indicators of employee engagement
  • Effectively coached team members to reach weekly and monthly sales goals.
  • Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
  • Oversaw employee performance, corrected problems and increased efficiency to maintain productivity targets.
  • Promoted exceptional customer service by engaging clients on sales floor.
  • Trained team members in successful strategies to meet operational and sales targets.
  • Checked store merchandise regularly for proper display and replenishment.
  • Mentored sales team in applying effective sales techniques and delivering top-notch customer service.
  • Coached employees and trained on methods for handling various aspects of sales, complicated issues and difficult customers.
  • Exceeded sales goals and accomplished business objectives by inspiring staff and promoting target products.
  • Submitted reports to senior management to aid in business decision-making and planning.
  • Worked jointly with team members to assist with closing sales, cross-selling and upselling of products and services.
  • Monitored daily sales operations and served as informational and procedural resource to team members.
  • Monitored phone calls for quality assurance.
  • Multiplied earnings through sales goal achievement, customer service improvements and commitment to team objectives.
  • Developed sales strategies and established procedures for new employees.
  • Met with management and executives to provide insights into sales operations and make strategy recommendations.
  • Applied solid market knowledge and business operations expertise to strengthen processes and achieve continuous improvement targets.
  • Administered performance reviews and held workshops to improve performance of team.
  • Capitalized on sales development and performance optimization opportunities while controlling expenses and maintaining diverse customer base.
  • Recruited and retained top talent, with focus on completing timely performance evaluations, providing positive feedback and rewarding superior performance.

Community Associate

Bronx Public Administrator
Bronx, USA
01.2006 - 12.2008
  • Worked directly with the public, answering inquiries regarding estate matters
  • Coordinated property retrieval for estate fiduciaries and family members of Bronx County decedents
  • Assisted families in arranging NYPD escorts to decedents dwellings
  • Performed intake functions to start estate proceedings for the Bronx County Public Administrator
  • Prepared petitions, orders for guardianship petitions, and guardian of property accountings
  • Coordinated with nursing homes, hospitals, New York morgues and undertakers, regarding burial arrangements for decedents
  • Managed 4 associates to help with workflow and proper execution of daily tasks.
  • Developed and implemented unique and engaging activities for residents.
  • Responded to inquiries from general public regarding court appearance, trial dates, judicial procedures and fines.
  • Responded to in-person and telephone requests for information from general public, attorneys and other involved parties.
  • Examined legal documents submitted to courts for adherence to laws and court procedures.
  • Met with judges, lawyers and police officials to coordinate functions of court.
  • Processed payments for fines and fees, maintained accurate drawers, issued receipts and updated account balances.

Education

Bachelor of Science - Legal Studies

Mercy College
Dobbs Ferry, NY
05.2012

Skills

  • Technical Applications / Software Proficiency
  • Microsoft Office Suite
  • Various MSRP Systems
  • Adobe Photoshop / Premiere
  • Relationship building and management
  • Policy development and implementation
  • Business Development
  • Sales expertise
  • Sales and marketing
  • Negotiation expertise
  • Decision Making
  • MS Office
  • Critical Thinking
  • Financial Advising

Languages

Spanish
Professional Working
Japanese
Elementary
French
Limited Working

Timeline

Relationship Banker

JP Morgan Chase
01.2014 - 01.2019

Multi-Channel Sales Supervisor

Best Buy
12.2009 - 01.2014

Community Associate

Bronx Public Administrator
01.2006 - 12.2008

Bachelor of Science - Legal Studies

Mercy College

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Armando M Cruz