Summary
Overview
Work History
Education
Skills
Awards
Timeline
Generic

Carlos Fuentes

Chicago,IL

Summary

Confident Personal Banker professionally handling complaints and problems to build customer loyalty. Skilled in handling transfers, processing checks, and presenting financial products to customers. Solid knowledge of personal banking practices and regulations.

Overview

8
8
years of professional experience

Work History

Personal Banker II

Fifth Third Bank Corp.
Cicero, IL
03.2022 - Current
  • Collaborated with clients to develop personalized financial plans that align with goals.
  • Attended networking events in order to build relationships with potential clients.
  • Maintained relationships with 800 clients, managing over $16 million in deposits.
  • Generated over $800,000 in new revenue for Fifth Third Bank through consultative sales.
  • Secured over $1 million in lending products, including loans and lines of credit.
  • Displayed expertise in banking, lending, and retirement products to enhance client offerings.
  • Provided strategic advice to increase client deposit accounts by leveraging partnerships.
  • Consulted on business management and facilitated opening of LLC and corporate accounts.
  • Guided business clients on product selection for growth, including loans and merchant accounts.
  • Train junior staff members on effective customer service techniques.
  • Develop relationships with business clients to identify new opportunities.
  • Collaborate with other departments within the organization on various projects.
  • Prepare monthly performance reports for senior management review.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.

Fulfillment Assistant Manager

Amazon
Chicago, IL
10.2020 - 02.2022
  • Responded promptly to any issues that arose during the fulfillment process.
  • Maintained a clean and safe working environment in accordance with company policies.
  • Learn to work without any supervision, and specialize in multiple areas of the workplace.
  • Created schedules for staff members according to business needs.
  • Analyzed data from customer surveys and implemented changes accordingly.
  • Ensured compliance with safety regulations while overseeing all fulfillment activities.

Customer Service Representative

Target
Chicago, IL
03.2017 - 09.2020
  • Developed positive relationships with customers through friendly interactions.
  • Implemented innovative methods for streamlining the customer service process.
  • Maintained detailed records of customer interactions, transactions and comments for future reference.
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.
  • Answered inbound calls, chats and emails to facilitate customer service.

Education

Some College (No Degree) - General Studies

City Colleges of Chicago-Wilbur Wright College
Chicago, IL

High school or equivalent -

Rickover Naval Academy High School
Chicago, IL
06.2017

Skills

  • Rapport building
  • Cross-selling and upselling
  • Financial product sales
  • Increased revenue
  • Client relationship management
  • Consultative selling
  • Problem solving
  • Sales strategy

Awards

  • Fifth Third Bank Peer Group Performance Score Card 2023
  • Ranked 79 out of 1074 Bankers in the company July 2023.
  • Ranked 23 out of 1074 Bankers in the company August 2023.
  • Ranked 10 out of 1107 Bankers in the company September 2023.

Timeline

Personal Banker II

Fifth Third Bank Corp.
03.2022 - Current

Fulfillment Assistant Manager

Amazon
10.2020 - 02.2022

Customer Service Representative

Target
03.2017 - 09.2020

Some College (No Degree) - General Studies

City Colleges of Chicago-Wilbur Wright College

High school or equivalent -

Rickover Naval Academy High School

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