Carlos Gomez
San Antonio,TX
Summary
Dependable Business Solutions Advisor skilled at forming lasting bonds with clients and customers by carefully addressing needs and fulfilling business goals. Perpetually available to address customer concerns. Keen to help companies connect clients with solutions to perfectly meet needs while driving internal revenue growth.
Overview
12
12
years of professional experience
Work History
Business Solutions Advisor
Bank Of America
01.2018 - Current
- Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
- Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews
- Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time
- Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
- Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals
- Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment
- Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture
Senior Relationship Manager
Bank Of America
11.2011 - 12.2018
- Developed new banking relationships with business prospects.
- Facilitated smooth transitions during account handovers or introductions of new team members by providing thorough communication between all parties involved.
- Ensured compliance with all relevant regulations by adhering to established policies and procedures in all aspects of the role.
- Worked closely with credit analysts to ensure timely and accurate processing of loan applications, maintaining client satisfaction throughout the process.
Education
No Degree - Basics
San Joaquin Delta College
Stockton, CASkills
- Client Experience Branding
- Client Management
- Client Solutions Advisory
- Customer and Client Focus
- Pipeline Management
- Credit Documentation Requirements
- Financial Analysis
- Oral Communications
- Prioritization
- Written Communications
- Coaching
- Interpret Relevant Laws, Rules, and Regulations
- Prospecting
- Risk Management
- Bilingual
Timeline
Business Solutions Advisor
Bank Of America
01.2018 - Current
Senior Relationship Manager
Bank Of America
11.2011 - 12.2018
No Degree - Basics
San Joaquin Delta College