Bianca Bigolin
Costa Mesa,CA
Summary
Multilingual Finance professional prepared to drive impactful results through expert financial advising and strategic planning. Known for strong collaboration skills and commitment to achieving team and individual goals. Adaptable, reliable, and focused on client-centric financial solutions with a keen analytical mindset.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Merrill Financial Solutions Advisor
Merrill Lynch
04.2024 - Current
- Developed comprehensive financial plans to help clients achieve their short-term, mid-term, and long-term financial goals.
- Ensured compliance with industry regulations by diligently adhering to established policies and procedures in all aspects of work operations.
- Boosted client retention rates by 50% consistently delivering exceptional customer service and timely follow-ups.
- Exceeded revenue growth targets by 50% cross-selling bank products and services to existing clients.
- Managed sensitive client data securely while maintaining strict confidentiality standards at all times.
- Continuously enhanced professional knowledge by attending relevant training courses, workshops, conferences, or seminars.
Relationship Banker II
JP Morgan Chase N.A.
07.2022 - 04.2024
- Delivered exceptional customer experience, managed about 100 assigned customers, and proactively met with them in person, over the phone, or via Zoom.
- Established long-lasting relationships, discovered financial needs, and tailored product and service recommendations.
- Made personal connections, engaged and educated customers, asked open-ended questions, and listened to establish trust.
- Influenced, educated, and connected customers to technology.
- Possessed initiative and knowledge to provide financial options for customers using a consultative approach.
- Partnered with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who would help them with specialized financial needs.
Client Relationship Consultant II
U.S. Bank
03.2020 - 07.2022
- Established long-lasting relationships with customers, engaged them via multiple channels, including in-person, by appointment, and virtually, to provide the best possible counsel while adopting a digital-first mindset.
- Acquired thorough and up-to-date knowledge of retail products, services, philosophy, policy, procedures, documentation, and systems.
- Educated and recommended clients the best products for their current goals and needs.
- Met 100% of accounts, safe deposit boxes, and loan goals. Exceeded credit card goals by 75%.
- Provided a consistent optimal client experience, including greeting clients and processing basic and complex transactions.
- Developed collaborative partnerships with branch team members and partners to best serve the clients.
Driver
Lyft
01.2019 - 01.2020
- Obtained 5-star customer service ranking consistently.
- Achieved safe driving records by consistently following traffic rules and regulations.
- Utilized GPS and other navigation tools to plan routes and stay on schedule.
- Developed strong relationships with clients, fostering trust through professionalism and reliability in transportation services provided.
- Upheld high standards of cleanliness within the vehicle''s interior/exterior appearance, providing a professional image for the company at all times.
- Communicated with passengers to provide information and assistance for excellent customer service and positive experiences.
FT Sales Professional/ Designer Collection Specialist/ Mentor
Bloomingdale's
11.2014 - 06.2019
- Proposed new selling strategies in preparation for new product launches during meetings.
- Achieved high levels of customer satisfaction by providing exceptional after-sales service, including issue resolution and future needs analysis.
- Built strong relationships with customers through personalized service, enhancing client loyalty and repeat business.
- Developed strategic sales plans for driving growth in key market segments, resulting in significant business expansion.
- Decreased process lags by properly training agents on sales strategies, preferred procedures, and protocols.
- Reached performance objectives and generated over half a million dollars in sales each year.
Education
Associate of Science - Business Administration
Saddleback College
Mission Viejo, CA07-2026
Skills
- Fluent in English, Spanish, Italian, and Portuguese
- Excellent communication, interpersonal skills, and teamwork
- Equity valuation and cash flow management
- Retirement and goal planning
- Debt management and financial plan development
- Adaptability and flexibility
Accomplishments
- At Merrill, exceeded metric goals like quality solutions and revenue growth by 50%, and achieved perfect client satisfaction surveys. Passed the mystery shopper audit.
- Progressed from Financial Solutions Advisor to Merrill Financial Solutions Advisor in 6 months.
- Obtained the CRPC®, AWMA®, and AAMS® certifications.
- At Chase, I ranked top in the market for enrolling clients in Wealth Plan.
- At U.S. Bank, I ranked top in digital enrollments in the market.
- At Bloomingdale's, earned a Golden B award, exceeded sales, credit card applications, loyalists' enrollments, and customer satisfaction. Acquired the Chanel certification.
Certification
- AAMS®, 2025
- AWMA®, 2025
- CRPC®, 2024
- Series66, 2024
- Series 7, 2024
- California Insurance, 2022
- Series 63, 2022
- Series 6, 2022
- SIE, 2022
- Certified Phlebotomy Technician I, CPT-02249260, 2022-2024
- Adult and Pediatric First Aid/CPR/AED, 2022-2024
- NMLS, 2021- To Present
- Public Notary, 2021-2024
- Chanel certification, 2015
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Italian
Native or Bilingual
Portuguese
Native or Bilingual
Hobbies And Interests
- Reading
- Studying
- Exercising
- Traveling
- Socializing
Golden B awards
It is a prestigious award that recognizes outstanding performance in all areas of selling and support.
Timeline
Merrill Financial Solutions Advisor
Merrill Lynch
04.2024 - Current
Relationship Banker II
JP Morgan Chase N.A.
07.2022 - 04.2024
Client Relationship Consultant II
U.S. Bank
03.2020 - 07.2022
Driver
Lyft
01.2019 - 01.2020
FT Sales Professional/ Designer Collection Specialist/ Mentor
Bloomingdale's
11.2014 - 06.2019
Associate of Science - Business Administration
Saddleback College
Similar Profiles
Danny KashtDanny Kasht
Vice President at Merrill Lynch, Pierce, Fenner & Smith Incorporated: Merrill EdgeVice President at Merrill Lynch, Pierce, Fenner & Smith Incorporated: Merrill Edge
Jerrell LundyJerrell Lundy
Senior Client Service Specialist - Premier Clients at Merrill LynchSenior Client Service Specialist - Premier Clients at Merrill Lynch
Tia JenkinsTia Jenkins
Customer Accounting Specialist at Merrill LynchCustomer Accounting Specialist at Merrill Lynch
Pilar PerryPilar Perry
On-Premise Specialist at Happy Dad Hard Seltzer & TeaOn-Premise Specialist at Happy Dad Hard Seltzer & Tea
Larry ChuLarry Chu
Operations Support Center Mailroom at Manning and KassOperations Support Center Mailroom at Manning and Kass