Ivonne Valenzuela
Odessa
Summary
Experience leader with a demonstrated history of working in the banking industry. Skilled in Management, Sales, Coaching, and Lending.
Overview
14
14
years of professional experience
Work History
Branch Banker
PNC
09.2024 - Current
- Cultivated strong relationships with clients by providing personalized banking solutions.
- Delivered exceptional service through effective communication skills, empathy towards clients'' needs, problem-solving abilities, and attention to detail in daily tasks.
Banking Center Manager- Assistant Vice President
Prosperity Bank
08.2019 - 11.2022
- Develop each team member through coaching and training to meet or exceed sales and service standards
- Assign and delegate daily work assignments to all staff
- Often preform other duties as required for the daily maintenance, well-being, and security of the physical facility
Office Manager
Farmers Insurance Group
07.2017 - 08.2019
- Strengthen customer relationship through new communication methods that allowed cross-selling and up-selling to maximize customer retention by 13% in the first year
- Manage staff ensuring sales goals are met while keeping a high standard of customer service
- Help interview, on-board employees and train to companies high standard
Financial Sales Advisor
BBVA
03.2015 - 06.2017
- Obtained sales goals by opening new accounts, cross-selling and referrals of all bank products
- Ensure all deposit, loan and investment meet consumer and business regulations, law and policies
- Establish community ties by involvement volunteering with local schools
Assistant Branch Manager
First Convenience Bank
03.2011 - 04.2013
- Provided inspiration and leadership to branch staff daily through one-on-one coaching, morning huddles and end of day meetings
- Assist with customer maintenance and problem resolution while providing financial solution
- Build rapport with people of influence to increase referrals
Timeline
Branch Banker
PNC
09.2024 - Current
Banking Center Manager- Assistant Vice President
Prosperity Bank
08.2019 - 11.2022
Office Manager
Farmers Insurance Group
07.2017 - 08.2019
Financial Sales Advisor
BBVA
03.2015 - 06.2017
Assistant Branch Manager
First Convenience Bank
03.2011 - 04.2013
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