BRYAN SAENZ
Manchester
Summary
Results-driven Banking Specialist with extensive experience in Financial Services, specializing in Client Relationship Management and Sales Strategies. Proficient in Financial Advising, Account Management, and Cross-Selling, demonstrating adaptability to evolving client needs. Recognized for strong communication skills and ability to foster collaborative team environments.
Overview
10
10
years of professional experience
Work History
Relationship Banker
JPMorgan Chase
10.2021 - Current
- Enhanced customer loyalty by cultivating strong client relationships.
- Provided tailored banking solutions after analyzing diverse financial needs.
- Ensured compliance by coordinating account openings with regulatory requirements.
- Identified cross-selling opportunities by monitoring client accounts effectively.
- Resolved complex inquiries using strong communication and problem-solving skills.
- Delivered personalized banking solutions, strengthening client relationships and satisfaction.
Personal Banker
PNC National Bank
04.2020 - 10.2021
- Facilitated customer satisfaction by addressing banking and financial service inquiries effectively.
- Assisted clients in opening checking and savings accounts tailored to individual financial goals.
- Guided customers through the process of obtaining mortgage and auto loans with clarity.
- Educated clients on investment options within banking products, including certificates of deposit and money markets.
- Promoted various commercial banking products, enhancing client engagement and service utilization.
- Streamlined the account-opening process, improving efficiency in customer onboarding experiences.
- Maintained up-to-date knowledge of banking regulations and policies to ensure compliance and accuracy.
- Provided personalized financial advice to clients, fostering long-term banking relationships.
J.P. Morgan Chase
04.2018 - 04.2020
- Enhanced customer satisfaction by efficiently processing deposits, transfers, and withdrawals.
- Provided personalized assistance to customers, ensuring a welcoming and friendly banking environment.
- Resolved customer inquiries and issues, fostering positive relationships and trust in banking services.
- Maintained accurate records of transactions, ensuring compliance with banking regulations and policies.
- Collaborated with team members to streamline transaction processes, improving overall efficiency in operations.
- Promoted bank products and services, educating customers on options to meet financial needs.
- Conducted thorough training for new associates on customer service protocols and banking procedures.
Village Party Store
08.2017 - 03.2018
- Stock crew. Stocking shelves and assisting customers in finding merchandise.
Alpha Company
01.2016 - 01.2017
- Worked as an accounting assistant with a large construction company. My duties included: auditing, data entry and general accounting.
Education
Technical degree - Bank and finance
Colegio Technico Profesional Regional de Santa Cruz
Santa Cruz, Guanacaste, Costa Rica01.2015
Skills
- Bilingual in English and Spanish
- Exceptional customer service
- Strong work ethic
- Approachable
- Team player
- Excellent communication skills
- Reliable
- Organized
- Flexible
- Use banking software to help clients make financial decisions
- Relationship building and management
- Sales expertise
Timeline
Relationship Banker
JPMorgan Chase
10.2021 - Current
Personal Banker
PNC National Bank
04.2020 - 10.2021
J.P. Morgan Chase
04.2018 - 04.2020
Village Party Store
08.2017 - 03.2018
Alpha Company
01.2016 - 01.2017
Technical degree - Bank and finance
Colegio Technico Profesional Regional de Santa Cruz