Brandon Duque
DeBary
Summary
Relationship Advisor at Addition Financial with experience delivering personalized financial solutions and exceptional member service. Skilled in building strong member relationships, identifying financial needs, and recommending products and services that support long-term financial wellness. Proven ability to manage accounts, resolve complex member concerns, and exceed performance goals in a fast-paced banking environment. Committed to creating positive member experiences while driving organizational growth.
Overview
4
4
years of professional experience
Work History
Relationship Advisor
Addition Financial
09.2024 - Current
- Developed and maintained strong client relationships to enhance member satisfaction.
- Provided tailored financial solutions based on individual member needs and goals.
- Conducted thorough account reviews to identify opportunities for product cross-selling.
- Collaborated with team members to streamline onboarding processes for new clients.
- Educated members on financial products, services, and digital banking tools effectively.
Restaurant Server
Goodfellas Debary
12.2021 - 09.2024
- Provided exceptional customer service, ensuring guest satisfaction and repeat visits.
- Managed food and beverage orders, coordinating efficiently with kitchen staff.
- Trained new servers on menu items and restaurant protocols to enhance team performance.
- Maintained cleanliness and organization of dining area to create a welcoming environment.
- Handled cash transactions accurately, maintaining financial integrity during shifts.
Education
High School Diploma -
University High School
Orange City05-2024
Skills
- Member Relationship Management
- Customer Service Excellence
- Cross-Selling & Upselling
- Needs Assessment
- Conflict Resolution
- Account Management
- Communication (Verbal & Written)
- Active Listening
Timeline
Relationship Advisor
Addition Financial
09.2024 - Current
Restaurant Server
Goodfellas Debary
12.2021 - 09.2024
High School Diploma -
University High School