Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Cesar Botero

Fort Myers

Summary

Dynamic banking professional with extensive experience at Bank of America, excelling in customer relationship management and sales strategy. Proven track record of exceeding sales goals and enhancing client satisfaction through tailored financial solutions. Skilled in loan structuring and conflict de-escalation, fostering trust and loyalty among high-net-worth clients.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Sr Banker

Bank of America
06.2022 - Current
  • Developed long-lasting relationships with clients, resulting in an expanded customer base and increased referrals.
  • Managed a diverse portfolio of high-net-worth individuals, effectively addressing their banking and investment needs.
  • Played an active role in driving sales targets by proactively pitching new products/services to both existing and prospective clients.
  • Provided exceptional customer service, resolving complex issues promptly to maintain client trust and loyalty.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
  • Presented financial reports to senior management, informing strategic decision-making on key business initiatives.
  • Worked closely with compliance officers to ensure adherence to regulatory requirements, minimizing the risk of fines and penalties due to noncompliance.
  • Leveraged networking events to build connections with potential clients, fostering brand awareness in target markets.
  • Mentored junior bankers, sharing knowledge and expertise to foster professional growth within the team.
  • Negotiated favorable terms for clients on loans and credit facilities, improving overall profitability of the portfolio.
  • Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.
  • Exceeded sales goals in [Area] and [Area] on consistent basis.

Personal Banker Officer

Synovus Bank
10.2019 - 06.2022
  • Assisted customers in navigating online banking platforms, increasing their comfort level with digital transactions.
  • Exceeded sales goals with proactive cross-selling of bank products and services to meet client needs.
  • Handled cash transactions accurately, maintaining proper security measures to prevent theft or fraud incidents.
  • Developed customized financial plans tailored specifically to each client''s unique short-term and long-term goals.
  • Built strong relationships with clients, resulting in increased loyalty and retention rates.
  • Managed risk by carefully reviewing loan applications and making informed decisions based on creditworthiness assessments.
  • Educated clients on credit-building strategies, enabling them to improve their financial profiles.
  • Improved customer satisfaction by providing personalized banking solutions and effectively addressing client concerns.
  • Consistently maintained up-to-date knowledge about current industry trends, regulations, and bank offerings to provide the most accurate guidance possible for clients.
  • Supported management in implementing new sales initiatives that resulted in increased revenue generation for the branch.
  • Resolved complex account issues through diligent research and prompt communication with clients.
  • Provided exceptional problem-solving skills when faced with challenging account inquiries from both internal partners and external customers.
  • Conducted financial reviews with clients, identifying opportunities for product upgrades or additional services.
  • Enhanced branch reputation through active participation in community events and outreach programs.
  • Led training sessions for new hires, ensuring a thorough understanding of bank procedures and excellent customer service skills.
  • Monitored economic trends to provide well-informed advice regarding investment options for clients seeking growth opportunities.

Relationship Manager

Bank of America
06.2017 - 10.2019
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
  • Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
  • Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
  • Maintained knowledge on banking products and distribution to provide optimal service support.
  • Developed targeted presentations for prospective clients, effectively showcasing the value of our services and products.
  • Continuously updated personal knowledge of banking regulations and compliance requirements to minimize risk exposure for both clients and the organization.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Participated in staff meetings to discuss innovative strategies to improve services.
  • Developed referral program that incentivized current clients to refer new business, leading to increased client base.

Relationship Banker

Bank of America
06.2016 - 06.2017
  • Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
  • Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
  • Assisted customers with completing required forms for opening and closing bank accounts.
  • Participated in ongoing professional development opportunities to remain current in industry best practices and continually improve service provision.
  • Facilitated customer transactions, including deposits, withdrawals and transfers.
  • Analyzed customers' financial information to deliver personalized account guidance.
  • Managed multiple customer accounts efficiently, ensuring accurate record-keeping and timely resolution of issues.
  • Backed up teller team by handling needs of new and existing customers at main counter.

Lead Teller

Bank of America
06.2015 - 06.2016
  • Managed cash inventory, ensuring accurate balancing of the vault and individual teller drawers daily.
  • Assisted in training new tellers to ensure a consistent level of excellent service across the team.
  • Supported branch management in conducting audits, demonstrating attention to detail while verifying transactional records for accuracy.
  • Mentored junior tellers, fostering professional growth and improved performance within the team.

Teller

Bank of America
03.2014 - 06.2015
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
  • Processed customer transactions promptly, minimizing wait times.

Education

High School Diploma -

Estero High School
Estero, FL
06-2029

Oil, And Metals Pipeline Engineer - Engineering

Houston Community College
Houston, TX
01-2012

Skills

  • Loan structuring
  • Operational efficiency
  • Analyzing data
  • Customer relationship management
  • Risk management policies
  • Operations
  • ATM balancing
  • Portfolio management
  • Business planning
  • Debt restructuring
  • Developing work schedules
  • Economic forecasting
  • De-escalating conflicts
  • Banking solutions
  • Tax planning
  • Customer service
  • Multitasking
  • Reliability

Certification

  • Florida Notary Public.
  • NMLS

Languages

Spanish
Native or Bilingual

Timeline

Sr Banker

Bank of America
06.2022 - Current

Personal Banker Officer

Synovus Bank
10.2019 - 06.2022

Relationship Manager

Bank of America
06.2017 - 10.2019

Relationship Banker

Bank of America
06.2016 - 06.2017

Lead Teller

Bank of America
06.2015 - 06.2016

Teller

Bank of America
03.2014 - 06.2015

High School Diploma -

Estero High School

Oil, And Metals Pipeline Engineer - Engineering

Houston Community College

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