Brian Leal Vega
Brooklyn,United States
Summary
Results-oriented banking professional experienced in handling customer needs. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities.
Overview
7
7
years of professional experience
Work History
Sr.Specialist Relationship Banker
Santander Bank Us
Brooklyn, United States
05.2023 - Current
- Conducted Financial review for business clients and opened various types of business accounts including but not limited to LLC, INC, CORPS, SOLE PROPS.
- Helped Business clients with Business Lines of credit applications, Merchant services and Cash management options.
- Attended Weekly meetings with partners such as Financial advisors, Mortgage partners and Merchant service partners.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
- Promoted financial products with targeted direct mailings, in-branch selling, and outbound calls.
- Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
- Developed customized sales techniques to successfully sell and upsell services to new and existing clients.
- Developed targeted lists and new business opportunities, accelerating sales process to achieve results.
- Drove branch sales and portfolio growth by recommending various financial products to prospective customers.
- Devised targeted solutions for various customers and offered deposit, lending and investment services.
- Advised clients on investment options based on their individual needs and risk tolerance levels.
- Analyzed competitors and market trends to facilitate business growth.
- Conducted financial reviews with clients to identify their current and future needs.
Associate Banker- ME
JPMorgan Chase
Brooklyn, United States
06.2019 - 05.2023
- Helped customers understand and use mobile applications and online banking.
- Completed daily cash balancing and operated ATMs.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Modified, opened and closed customer accounts.
- Reconciled cash and checks against computer records at end of shift.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
- Built and maintained client relationships through quality, personalized interactions.
- Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
- Cross-sold bank products by answering inquiries, informing customers of new services and promotions.
- Balanced daily cash deposits and vault inventory with zero error rate.
- Received mortgage and other loan payments, verifying payment dates and amounts due.
Assistant Manager
Burger King
Brooklyn, United States
03.2017 - 06.2019
- Organized schedules, workflows and shift coverage to meet expected business demands.
- Maintained inventory accuracy by counting stock-on-hand and reconciling discrepancies.
- Delegated daily tasks to team members to optimize group productivity.
- Directed and led employees, supervising activities to drive productivity and efficiency.
- Secured revenue, accurately monitoring transactions and deposits to eliminate discrepancies.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Recruited and trained new employees to meet job requirements.
- Operated cash register or POS system to receive payment by cash, check and credit card.
- Accepted cash and credit card payments, issued receipts and provided change.
- Kept customer and food preparation areas clean and well-organized.
- Recorded customer orders and communicated clearly to confirm each order.
- Boosted customer satisfaction by quickly addressing and resolving complaints with food or service.
- Promoted food items, beverages and desserts to increase sales.
Education
High School Diploma -
Sunset Park High School
Brooklyn, NY06.2018
Skills
- Persuasive Communication Style
- Customer Service-Oriented
- Marketing and Sales
- Cross-Selling and Partner Referrals
- Adaptable
- Billingual (English-Spanish)
- Quick learner
Accomplishments
- OSAT score 95% JPMORGAN CHASE 2020 H1 & H2
- TOP BUSINESS MERCHANT QUALIFIED REFERRAL H1
Timeline
Sr.Specialist Relationship Banker
Santander Bank Us
05.2023 - Current
Associate Banker- ME
JPMorgan Chase
06.2019 - 05.2023
Assistant Manager
Burger King
03.2017 - 06.2019
High School Diploma -
Sunset Park High School
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