Byron Duran
Los Angeles,CA
Summary
Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships in a fast-paced setting. Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies. Goal-driven banking professional well-versed in managing diverse customer and employee needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Credit Service Advisor I
Bank Of America
09.2020 - Current
- Explained different types of loans pertaining to client situations.
- Proactively identified solutions for customers experiencing credit issues.
- Explained very technical financial information to applicants in easy to understand language.
- Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
- Supported end-to-end credit management process, submitted complete loan documentation and supported credit originations for credit compliance.
- Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.
- Kept client financial plans optimized for current market trends and economic conditions.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Assessed client satisfaction throughout credit management process by soliciting customer feedback.
- Built and lead high-performance team focused on achieving sales and service goals.
- Implemented policies to improve efficiency and team performance.
- Performed routine closings, maintained clean, accurate and accessible records and kept close eye on
- Transaction updates throughout each quarter.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Expanded customer base through community outreach and strategic business partnerships.
Relationship Manager
Bank Of America
12.2019 - 09.2020
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Generated new business and referral clients in partnership with financial advisors, small business partners, and lending specialists.
- Assisted customers with needs such as opening accounts, depositing or transferring funds, updating account details and signing up for new services.
Relationship Banker
Bank Of America
04.2019 - 11.2019
- Worked with clients to address and respond to client and partnership management issues.
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.
- Increased daily sales by making sure all client were matched with banking products and financial services that best fit their financial goals.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and online/ mobile banking.
Teller
Bank Of America
08.2018 - 04.2019
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
Sales Man
Metro PCS
Florence, LA
03.2015 - 07.2018
- Monitored cash intake and deposit records, increasing accuracy and reducing discrepancies.
- Helped with planning schedules and delegating assignments to meet coverage and service demands.
- Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
- Completed regular inventory counts to verify stock levels, address discrepancies and forecast future needs.
- Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
- Conducted weekly staff meetings to motivate staff members, address concerns and questions, plan improvements, and evaluate progress toward goals.
Grocery Clerk
El Super
Los Angeles, California
06.2014 - 01.2015
- Loaded and unloaded all merchandise from and to commercial trucks as well as accounted for all products
- Assisted customers by finding items quickly to boost store satisfaction rates.
- Used pallet jacks and hand trucks to move merchandise to sales floor for stocking.
- Informed customers where certain products where
- Attended to customer needs and requests
- Checked for outdated and overripe grocery items and removed from inventory.
- Inspected floor displays, noted missing items and immediately replenished merchandise.
Poll Worker
United States Election Assistance Commission
07.2010 - 06.2014
- Checked addresses, IDs and registration cards.
- Registered new voters for primary and general elections.
- Monitored candidates and members of public for compliance with security, campaign and other procedures.
- Set up, monitored and maintained polling equipment.
- Issued ballots and provided instruction on how to correctly mark choices.
- Opened and closed polling booths.
- Maintained ballot secrecy and confidentiality.
Cashier
Carl’s Jr
North Hollywood, California
05.2013 - 10.2013
- Operated cash register for cash, check and credit card transactions with excellent accuracy levels.
- Administered customer concerns and orders
- Managed high volume of customers and money
- Accurately promoted every product the company had to offer
- Successfully maintained and exact balance of money received throughout the day
- Maintained the store clean and organized while following all safety procedures.
Translator
Liberty Tax
Los Angeles, CA
03.2013 - 04.2013
- Translated for Spanish speakers, enabling them to prepare their taxes
- Promoted and advertised the company and its products
- Reviewed final works to spot and correct errors in punctuation, grammar and translation.
- Organized paperwork and sorted files
- Implemented new ways of promoting company products, sales, and objectives
- Maintained the establishment clean and organized
Education
Psychology
El Camino College
Torrance, CA2016
High School Diploma -
Canoga Park High School
Canoga Park, CA07.2014
Skills
- Computer literate in all Windows programs, platforms and applications
- Adaptable to any work environment
- Punctual
- Very charismatic and patient towards all customers
- 9 years of customer service experience
- Efficient and Detail-Oriented
- Calm and Professional Under Pressure
- Issue and Complaint Resolution
- Team Collaboration
- Customer Account Management
- Performance Tracking and Evaluations
- Strategic Planning
Certification
- Certified Lending Specialist, Bank of America - 1 Year
Languages
span
Native or Bilingual
Timeline
Credit Service Advisor I
Bank Of America
09.2020 - Current
Relationship Manager
Bank Of America
12.2019 - 09.2020
Relationship Banker
Bank Of America
04.2019 - 11.2019
Teller
Bank Of America
08.2018 - 04.2019
Sales Man
Metro PCS
03.2015 - 07.2018
Grocery Clerk
El Super
06.2014 - 01.2015
Cashier
Carl’s Jr
05.2013 - 10.2013
Translator
Liberty Tax
03.2013 - 04.2013
Poll Worker
United States Election Assistance Commission
07.2010 - 06.2014
Psychology
El Camino College
High School Diploma -
Canoga Park High School
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