Brian Chicaiza
Revere,MA
Overview
6
6
years of professional experience
Work History
Banker
M&T Bank
Boston, MA
07.2024 - Current
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
- Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
- Increased client satisfaction by providing tailored financial advice and personalized banking solutions.
- Strengthened customer relationships through attentive service and prompt resolution of inquiries.
- Educated customers on features and benefits of banking products and services.
- Collaborated with team members to consistently meet or exceed branch sales targets and objectives.
- Enhanced bank profitability by effectively cross-selling various financial products and services.
Restaurant Supervisor
Legends Hospitality: Central Park Boathouse
Manhattan, NY
03.2024 - 09.2024
- Handled guest complaints professionally, resolving issues to enhance overall satisfaction levels.
- Improved customer satisfaction by ensuring consistent quality of food and service.
- Coordinated team members with focus on productivity, efficiency and enhancing customer experience.
- Supervised staff to confirm that all food and beverage orders were promptly and accurately prepared.
- Coordinated with kitchen employees and front of house personnel to consistently drive smooth operations.
- Identified and addressed customer complaints to promote satisfaction and loyalty.
Citizens Banker
Citizens Bank
Manhattan, NY
04.2024 - 07.2024
- Cultivated and maintained relationships with high-net-worth clients, providing personalized financial advice and tailored banking solutions
- Ensured compliance with all regulatory guidelines and internal policies to mitigate risk and protect the interests of the bank and its clients
- Assisted clients in opening personal and business accounts, providing tailored financial solutions to meet their needs
- Executed various financial transactions including deposits, withdrawals, and transfers with accuracy and efficiency
- Promoted and cross-sold bank products and services to existing and potential customers to increase revenue and customer retention.
Store Supervisor
TD Bank
Manhattan, NY
06.2023 - 03.2024
- Oversee daily store operations, including opening and closing procedures, to ensure smooth and efficient workflow
- Train and supervise a team of retail associates to provide excellent customer service and meet sales targets
- Collaborate with upper management to develop and implement store policies and procedures to improve overall efficiency and customer satisfaction.
Personal Banker
Citi Bank
Manhattan, NY
02.2019 - 11.2022
- Conducted thorough financial assessments for clients to offer appropriate products and services, such as checking accounts, savings accounts, loans, and credit cards
- Advised clients on financial planning and investment opportunities to help them achieve their short-term and long-term financial goals
- Educated clients on digital banking tools and resources to enhance their banking experience and promote self-service options
- Achieved and exceeded sales targets by actively promoting banking products and services to drive revenue growth and increase customer satisfaction.
Education
Highschool Diploma -
Aviation High School
Long Island City, NYSkills
- Experienced and customer-centric Personal Banker
- Building strong relationships with clients
- Providing financial advice and support
- Identifying and meeting clients' banking needs
- Understanding of financial products and services
- Delivering exceptional service
- Driving revenue growth
- Exceeding sales targets
- Cross-selling banking products
- Analyzing financial profiles
- Ensuring compliance with regulations
- Bilingual Spanish and English speaking
- Microsoft Excel and PowerPoint knowledge
- Client acquisition and retention
- Excellent customer service and interpersonal skills
- Time management and work reliability
- Management and team development/mentoring
- Sales efficiency and effectiveness
- 5 years of financial advice and guidance
- Cross-selling and training
- Effective sales goals and organization
- Customer Service
- Team Coordination
- Hospitality
- Staff Training
- Guest Relations
- Staff Supervision
- Team Management
- Operational Efficiency
Jobtitle
Personal Banker
Timeline
Banker
M&T Bank
07.2024 - Current
Citizens Banker
Citizens Bank
04.2024 - 07.2024
Restaurant Supervisor
Legends Hospitality: Central Park Boathouse
03.2024 - 09.2024
Store Supervisor
TD Bank
06.2023 - 03.2024
Personal Banker
Citi Bank
02.2019 - 11.2022
Highschool Diploma -
Aviation High School